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

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tortoise-icon Aditya Birla Sun Life Focused Equity Fund -Growth Option

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tortoise-icon 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) ₹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%

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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 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

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