UTI Focused Fund vs DSP Focus Fund compare
DSP Focused Fund - Regular Plan - Growth
UTI Focused Fund- Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | DSP Focused Fund - Regular Plan - Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Fund | DSP Focused Fund - Regular Plan - Growth | UTI Focused Fund- Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹2638 Cr | ₹2638 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 10 Jun 2010 | 25 Aug 2021 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 31% | 39.82% |
| Expense Ratio | 2.04 | 1.98 |
| Manager | Vinit Sambre | Deepesh Agarwal |
| ISIN Code | INF740K01532 | INF789F1AUY5 |
| Exits Load | DSP Focus Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 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 | DSP Focused Fund - Regular Plan - Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.86% | -0.4% |
| 6 Month | 3.22% | 3.16% |
| 1 Year | 8.18% | 7.6% |
| 3 Year | 18.51% | 15.13% |
| 5 Year | 16.59% | - |
SIP Return Analysis
| Scheme Name | DSP Focused Fund - Regular Plan - Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.57% | 1.85% |
| 1 Year | 12.35% | 10.93% |
| 3 Year | 16.63% | 13% |
| 5 Year | 15.44% | - |
Rolling Lumpsum Returns
| Scheme Name | DSP Focused Fund - Regular Plan - Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 9.75% | 13.43% |
| 3 Year | 13.67% | 14.81% |
| 5 Year | 13.07% | - |
Risk Management
| Scheme Name | DSP Focused Fund - Regular Plan - Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.04% | 12.89% |
| Sharp | 0.82% | 0.64% |
| Beta | 0.92% | 0.93% |
| Alpha | 1.15% | -0.48% |
Fund Managers
| Scheme Name | DSP Focused Fund - Regular Plan - Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Name | Vinit Sambre | Deepesh Agarwal |
| Total AUM | ₹31142 Cr | ₹35015 Cr |
| Funds Managed | 3 | 9 |
| DSP Focused Fund - Regular Plan - Growth | UTI Focused Fund- Regular Plan - Growth Option |
Market Cap
| Scheme Name |
DSP Focused Fund - Regular Plan - Growth |
UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 18.71 | 7.66 |
| Large Cap | 52.43 | 68.68 |
| Small Cap | 16.72 | 2.13 |
| Mid Cap | 12.14 | 21.52 |
Sector Allocation
| Scheme Name |
DSP Focused Fund - Regular Plan - Growth |
UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 7.61 | 1.61 |
| Technology | 11.39 | 9.82 |
| Financial Services | 40.34 | 31.44 |
| Energy | 3.9 | 4.14 |
| Healthcare | 7.7 | 5.86 |
| Utilities | 1.92 | 1.85 |
| Industrials | 6.39 | 14.4 |
| Consumer Cyclical | 5.95 | 10.99 |
| Basic Materials | 5.16 | 6.28 |
| Real Estate | 3.57 | 2.55 |
| Communication Services | 4.01 | 5.02 |
| Consumer Defensive | 2.07 | 6.04 |
Top Comparisons
Axis Small Cap Fund Regular Growth
3Y Returns19.39%
Sundaram Small Cap Fund Regular Plan - Growth
3Y Returns21.16%
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
3Y Returns0%
DSP Multi Asset Allocation Fund - Regular (G)
3Y Returns0%
LIC MF Overnight Fund Regular - Growth
3Y Returns6.31%
Sundaram Overnight Fund Regular Plan - Growth
3Y Returns6.33%
PGIM India Dynamic Bond Fund - Growth Option
3Y Returns6.81%
HSBC Dynamic Bond Fund - Regular Growth
3Y Returns7.01%