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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) | ₹7649 Cr | ₹2579 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 | 4.84% | 2.87% |
| 6 Month | 7.35% | 6.35% |
| 1 Year | 5.98% | 3.28% |
| 3 Year | 16.15% | 14.89% |
| 5 Year | 19.15% | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.54% | 0.2% |
| 1 Year | 4.91% | 5.63% |
| 3 Year | 12.55% | 11.44% |
| 5 Year | 13.11% | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.49% | 13.43% |
| 3 Year | 12.57% | 14.81% |
| 5 Year | 13.8% | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.32% | 12.89% |
| Sharp | 0.75% | 0.64% |
| Beta | 0.91% | 0.93% |
| Alpha | 0.67% | -0.48% |
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 | 13.75 | 8.76 |
| Large Cap | 76.87 | 67.97 |
| Mid Cap | 7.54 | 21.09 |
| Small Cap | 1.84 | 2.19 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 4.88 | 3.33 |
| Energy | 5.9 | 3.89 |
| Technology | 13.64 | 8.84 |
| Industrials | 6.82 | 11.7 |
| Basic Materials | 5.19 | 5.93 |
| Financial Services | 29.04 | 31.28 |
| Healthcare | 2.41 | 5.71 |
| Consumer Cyclical | 17.47 | 11.31 |
| Consumer Defensive | 4.42 | 6.55 |
| Real Estate | 2.78 | 2.41 |
| Communication Services | 4.24 | 4.7 |
| Utilities | 3.21 | 4.34 |
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