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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 | 3.46% | 3.08% |
| 6 Month | -1.78% | -3.47% |
| 1 Year | 9.37% | 5.82% |
| 3 Year | 15.47% | 15.65% |
| 5 Year | 21.13% | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.86% | 1.58% |
| 1 Year | -0.34% | -4.55% |
| 3 Year | 16.25% | 14.42% |
| 5 Year | 16.21% | - |
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 | 0.46% | 0.547% |
| Beta | 0.89% | 0.916% |
| Alpha | -0.05% | 0.08% |
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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 | 1.63 | 2.2 |
| Large Cap | 84.34 | 74.03 |
| Mid Cap | 12.27 | 21.98 |
| Small Cap | 1.58 | 1.79 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 1.63 | 2.2 |
| Petroleum Products | 5.47 | - |
| IT - Software | 12.04 | - |
| Construction | 4.3 | - |
| Diversified FMCG | 1.49 | - |
| Non - Ferrous Metals | 2.73 | - |
| Banks | 21.41 | - |
| Pharmaceuticals & Biotechnology | 2.93 | - |
| Automobiles | 9.16 | - |
| Insurance | 5.08 | - |
| Agricultural Food & other Products | 2.47 | - |
| Realty | 2.79 | - |
| Consumer Durables | 3.87 | - |
| Finance | 6.62 | - |
| Telecom - Services | 5.53 | - |
| Cement & Cement Products | 1.77 | - |
| Power | 3.77 | - |
| Retailing | 3.9 | - |
| Beverages | 2.86 | - |
| 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 |
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