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)	₹7774 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

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	UTI Focused Fund- Regular Plan - Growth Option
1 Month	1.74%	1.71%
6 Month	-0.53%	-1.98%
1 Year	8.2%	2.63%
3 Year	19.7%	19.31%
5 Year	21.67%	-

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	UTI Focused Fund- Regular Plan - Growth Option
6 Month	7.31%	6.29%
1 Year	7.89%	3.07%
3 Year	17.25%	14.98%
5 Year	16.37%	-

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	12.68%	13.63%
Sharp	0.86%	0.547%
Beta	0.89%	0.916%
Alpha	0.23%	0.08%

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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	2.82	2.2
Large Cap	82.09	74.03
Mid Cap	12.34	21.98
Small Cap	1.96	1.79

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	UTI Focused Fund- Regular Plan - Growth Option
Others	2.82	2.2
Petroleum Products	5.85	-
IT - Software	11.91	-
Construction	4.15	-
Non - Ferrous Metals	2.59	-
Banks	22.48	-
Pharmaceuticals & Biotechnology	3.08	-
Automobiles	7.36	-
Insurance	5.66	-
Agricultural Food & other Products	2.38	-
Realty	2.74	-
Consumer Durables	4.06	-
Finance	5.02	-
Telecom - Services	4.58	-
Cement & Cement Products	1.97	-
Power	3.65	-
Transport Infrastructure	1.99	-
Retailing	3.81	-
Beverages	3.11	-
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