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) | ₹7487 Cr | ₹2590 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 | 3.3% | 3.86% |
6 Month | 11.67% | 13.64% |
1 Year | -4.86% | -5.48% |
3 Year | 15.65% | 13.72% |
5 Year | 21.01% | - |
SIP Return Analysis
Scheme Name | 360 ONE Focused Fund Regular-Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | 3.13% | 3.79% |
1 Year | 8.46% | 9.67% |
3 Year | 13.93% | 14.06% |
5 Year | 15.22% | - |
Rolling Lumpsum Returns
Scheme Name | 360 ONE Focused Fund Regular-Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
1 Year | 14.63% | 14.04% |
3 Year | 16.5% | 15.12% |
5 Year | 17.91% | - |
Risk Management
Scheme Name | 360 ONE Focused Fund Regular-Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.28% | 12.97% |
Sharp | 0.68% | 0.51% |
Beta | 0.87% | 0.91% |
Alpha | 1.45% | -0.55% |
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 | 12.55 | 5.8 |
Large Cap | 65.21 | 70.41 |
Small Cap | 13.69 | 2.1 |
Mid Cap | 8.56 | 21.69 |
Sector Allocation
Scheme Name |
360 ONE Focused Fund Regular-Growth |
UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Others | 5.82 | 1.8 |
Communication Services | 11.02 | 4.79 |
Technology | 7.49 | 9.04 |
Industrials | 16.62 | 12.35 |
Financial Services | 30.89 | 31.59 |
Healthcare | 6.4 | 6.04 |
Consumer Cyclical | 15.24 | 10.46 |
Energy | 1.81 | 3.76 |
Basic Materials | 3.8 | 6 |
Consumer Defensive | 0 | 7.55 |
Utilities | 0.92 | 4.33 |
Real Estate | - | 2.29 |
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