UTI Focused Fund vs 360 ONE Focused Equity Fund Regular compare
360 ONE Focused Fund Regular-Growth
UTI Focused Fund- Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | 360 ONE Focused Fund Regular-Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Fund | 360 ONE Focused Fund Regular-Growth | UTI Focused Fund- Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹7280 Cr | ₹2552 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 24 Oct 2014 | 25 Aug 2021 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 TRI | NIFTY 500 TRI |
Turn Over | % | 39.82% |
Expense Ratio | 1.78 | 1.98 |
Manager | Mayur Patel | Deepesh Agarwal |
ISIN Code | INF579M01878 | INF789F1AUY5 |
Exits Load | 360 ONE Focused Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | UTI Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | 360 ONE Focused Fund Regular-Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
1 Month | -0.08% | -0.24% |
6 Month | 9.57% | 10.56% |
1 Year | -2.78% | -3.98% |
3 Year | 17.31% | 15.59% |
5 Year | 20.08% | - |
SIP Return Analysis
Scheme Name | 360 ONE Focused Fund Regular-Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | 1.14% | 1.83% |
1 Year | 8.2% | 9.92% |
3 Year | 12.82% | 13.15% |
5 Year | 14.49% | - |
Rolling Lumpsum Returns
Scheme Name | 360 ONE Focused Fund Regular-Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
1 Year | 14.04% | 13.43% |
3 Year | 16.38% | 14.81% |
5 Year | 18.1% | - |
Risk Management
Scheme Name | 360 ONE Focused Fund Regular-Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.14% | 12.84% |
Sharp | 0.78% | 0.60% |
Beta | 0.88% | 0.92% |
Alpha | 1.18% | -0.86% |
Fund Managers
Scheme Name | 360 ONE Focused Fund Regular-Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Name | Mayur Patel | Deepesh Agarwal |
Total AUM | ₹6984 Cr | ₹35015 Cr |
Funds Managed | 3 | 9 |
360 ONE Focused Fund Regular-Growth | UTI Focused Fund- Regular Plan - Growth Option |
Market Cap
Scheme Name |
360 ONE Focused Fund Regular-Growth |
UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Others | 11.82 | 5.5 |
Large Cap | 66.17 | 71.24 |
Small Cap | 12.67 | 2.12 |
Mid Cap | 9.34 | 21.14 |
Sector Allocation
Scheme Name |
360 ONE Focused Fund Regular-Growth |
UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Others | 4.84 | 1.46 |
Communication Services | 10.13 | 4.77 |
Technology | 7.48 | 9.04 |
Industrials | 17.99 | 12.62 |
Financial Services | 30.17 | 30.89 |
Healthcare | 5.25 | 5.73 |
Consumer Cyclical | 17.26 | 11.49 |
Energy | 1.93 | 3.91 |
Basic Materials | 4.95 | 5.86 |
Utilities | 0 | 4.25 |
Consumer Defensive | - | 7.62 |
Real Estate | - | 2.36 |
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