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) | ₹7448 Cr | ₹2638 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 | -0.81% | 0.66% |
| 6 Month | 1.5% | 4.36% |
| 1 Year | -0.45% | 1.9% |
| 3 Year | 14.62% | 14.49% |
| 5 Year | 17.05% | - |
SIP Return Analysis
| Scheme Name | 360 ONE Focused Fund Regular-Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.59% | 2.83% |
| 1 Year | 9.61% | 12.97% |
| 3 Year | 11.67% | 12.87% |
| 5 Year | 13.65% | - |
Rolling Lumpsum Returns
| Scheme Name | 360 ONE Focused Fund Regular-Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.38% | 13.43% |
| 3 Year | 16.38% | 14.81% |
| 5 Year | 18.17% | - |
Risk Management
| Scheme Name | 360 ONE Focused Fund Regular-Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.00% | 12.89% |
| Sharp | 0.69% | 0.62% |
| Beta | 0.87% | 0.94% |
| Alpha | 0.72% | -0.10% |
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 | 13.5 | 7.66 |
| Large Cap | 64.89 | 68.68 |
| Small Cap | 11.38 | 2.13 |
| Mid Cap | 10.23 | 21.52 |
Sector Allocation
| Scheme Name |
360 ONE Focused Fund Regular-Growth |
UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 5.55 | 1.61 |
| Communication Services | 10.7 | 5.02 |
| Technology | 6.85 | 9.82 |
| Industrials | 19.67 | 14.4 |
| Financial Services | 34.17 | 31.44 |
| Healthcare | 3.31 | 5.86 |
| Consumer Cyclical | 12.95 | 10.99 |
| Energy | 2.12 | 4.14 |
| Basic Materials | 4.67 | 6.28 |
| Consumer Defensive | - | 6.04 |
| Real Estate | - | 2.55 |
| Utilities | - | 1.85 |
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