UTI Focused Fund vs Aditya Birla Sun Life Focused Equity Fund compare
Aditya Birla Sun Life Focused Equity Fund -Growth Option
UTI Focused Fund- Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Fund | Aditya Birla Sun Life Focused Equity Fund -Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹7354 Cr | ₹2563 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 24 Oct 2005 | 25 Aug 2021 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 45% | 39.82% |
Expense Ratio | 1.82 | 1.98 |
Manager | Dhaval Joshi | Deepesh Agarwal |
ISIN Code | INF209K01462 | INF789F1AUY5 |
Exits Load | Aditya Birla Sun Life Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 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 | Aditya Birla Sun Life Focused Equity Fund -Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
1 Month | 8.97% | 6.65% |
6 Month | 2.63% | 1.48% |
1 Year | 14.35% | 7.98% |
3 Year | 18.89% | 18.64% |
5 Year | 22.37% | - |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | 2.26% | 0.38% |
1 Year | 0.22% | -6.65% |
3 Year | 15.33% | 12.68% |
5 Year | 15.37% | - |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
1 Year | 12.97% | 17.01% |
3 Year | 12.3% | 14.5% |
5 Year | 13.39% | - |
Risk Management
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.25% | 13.63% |
Sharp | 0.7% | 0.547% |
Beta | 0.89% | 0.916% |
Alpha | 0.77% | 0.08% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Name | Dhaval Joshi | Deepesh Agarwal |
Total AUM | ₹361932 Cr | ₹35015 Cr |
Funds Managed | 55 | 9 |
Aditya Birla Sun Life Focused Equity Fund -Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
Market Cap
Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Others | 1 | 2.2 |
Large Cap | 83.9 | 74.03 |
Mid Cap | 12.69 | 21.98 |
Small Cap | 1.59 | 1.79 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Others | 1 | 2.2 |
Petroleum Products | 5.48 | - |
IT - Software | 11.91 | - |
Construction | 4.48 | - |
Non - Ferrous Metals | 2.77 | - |
Banks | 21.84 | - |
Pharmaceuticals & Biotechnology | 3.01 | - |
Automobiles | 8.85 | - |
Insurance | 5.32 | - |
Agricultural Food & other Products | 2.42 | - |
Realty | 2.79 | - |
Consumer Durables | 4.14 | - |
Finance | 5.46 | - |
Telecom - Services | 5.22 | - |
Cement & Cement Products | 1.9 | - |
Power | 3.8 | - |
Transport Infrastructure | 1.99 | - |
Retailing | 3.85 | - |
Beverages | 2.95 | - |
Energy | - | 2.9 |
Industrials | - | 10.39 |
Technology | - | 11.08 |
Healthcare | - | 5.83 |
Financial Services | - | 32.25 |
Basic Materials | - | 5.06 |
Consumer Defensive | - | 7.15 |
Consumer Cyclical | - | 11.33 |
Real Estate | - | 2.62 |
Communication Services | - | 5.15 |
Utilities | - | 4.04 |
Top Comparisons
Kotak Liquid Regular Plan Growth
3Y Returns6.18%
Kotak Liquid Regular Plan Growth
3Y Returns6.18%
Nippon India Multi Cap Fund-Growth Plan-Growth Option
3Y Returns27.01%
Quant Active Fund-Growth
3Y Returns17.39%
BANDHAN Flexi Cap Fund - Regular Plan - Growth
3Y Returns19.16%
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
3Y Returns19.71%
Invesco India Dynamic Equity Fund - Growth
3Y Returns15.27%
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
3Y Returns13%