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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) | ₹8211 Cr | ₹2638 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 | 0.52% | -1.13% |
| 6 Month | 4.8% | 1.54% |
| 1 Year | 6.96% | 2.44% |
| 3 Year | 16.28% | 14.69% |
| 5 Year | 15.64% | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.83% | 2.02% |
| 1 Year | 18.68% | 11.97% |
| 3 Year | 16.11% | 12.4% |
| 5 Year | 15.06% | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.29% | 13.43% |
| 3 Year | 12.71% | 14.81% |
| 5 Year | 13.97% | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.25% | 12.89% |
| Sharp | 0.79% | 0.62% |
| Beta | 0.91% | 0.94% |
| Alpha | 0.65% | -0.10% |
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 | 14.12 | 8.79 |
| Large Cap | 76.43 | 67.74 |
| Mid Cap | 7.91 | 21.37 |
| Small Cap | 1.54 | 2.09 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 3.88 | 1.84 |
| Energy | 6.31 | 5.05 |
| Technology | 14.14 | 11.17 |
| Industrials | 9.04 | 13.03 |
| Basic Materials | 4.39 | 5.85 |
| Financial Services | 29.85 | 31.94 |
| Healthcare | 2.58 | 5.93 |
| Consumer Cyclical | 15.22 | 13.72 |
| Consumer Defensive | 4.41 | 3.04 |
| Real Estate | 2.89 | 2.63 |
| Communication Services | 4.42 | 3.98 |
| Utilities | 2.87 | 1.8 |
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