UTI Focused Fund vs Aditya Birla Sun Life Focused Equity Fund compare

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Aditya Birla Sun Life Focused Equity Fund -Growth Option

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UTI Focused Fund- Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹8055 Cr	₹2673 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

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	UTI Focused Fund- Regular Plan - Growth Option
1 Month	-3.22%	-2.05%
6 Month	7.44%	6.02%
1 Year	0.6%	-2.49%
3 Year	16.27%	15.34%
5 Year	19.18%	-

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	UTI Focused Fund- Regular Plan - Growth Option
6 Month	2.86%	3.43%
1 Year	3.82%	2.58%
3 Year	15.7%	14.15%
5 Year	15.48%	-

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	UTI Focused Fund- Regular Plan - Growth Option
1 Year	12.74%	15.34%
3 Year	12.42%	14.49%
5 Year	13.62%	-

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	UTI Focused Fund- Regular Plan - Growth Option
Standard Deviation	12.25%	13.89%
Sharp	1.12%	0.93%
Beta	0.89%	0.94%
Alpha	0.33%	-0.46%

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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

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	UTI Focused Fund- Regular Plan - Growth Option
Others	13.4	5.78
Large Cap	75.86	70.13
Mid Cap	8.69	21.96
Small Cap	2.05	2.12

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	UTI Focused Fund- Regular Plan - Growth Option
Others	4.23	1.67
Energy	5.89	4.02
Technology	13.86	9.18
Industrials	6.19	11.19
Basic Materials	4.64	5.81
Financial Services	31.19	31.62
Healthcare	2.65	5.57
Consumer Cyclical	16.8	11.97
Consumer Defensive	4.2	7.4
Real Estate	2.43	2.34
Communication Services	4.66	4.87
Utilities	3.25	4.36