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)	₹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

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%	-

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%	-

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%	-

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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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	1	2.2
Large Cap	83.9	74.03
Mid Cap	12.69	21.98
Small Cap	1.59	1.79

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