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) | ₹2571 Cr | ₹2579 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 | 0.86% | 1.1% |
| 6 Month | 7.22% | 8.32% |
| 1 Year | 3.67% | 4.29% |
| 3 Year | 17.37% | 14.76% |
| 5 Year | 16.75% | - |
SIP Return Analysis
| Scheme Name | DSP Focused Fund - Regular Plan - Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.66% | 1.64% |
| 1 Year | 9.67% | 10.11% |
| 3 Year | 15.74% | 12.55% |
| 5 Year | 14.87% | - |
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 | 20.98 | 7.66 |
| Large Cap | 49.12 | 68.68 |
| Small Cap | 17.47 | 2.13 |
| Mid Cap | 12.43 | 21.52 |
Sector Allocation
| Scheme Name |
DSP Focused Fund - Regular Plan - Growth |
UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 7.86 | 1.61 |
| Technology | 11.41 | 9.82 |
| Financial Services | 39.94 | 31.44 |
| Energy | 3.81 | 4.14 |
| Basic Materials | 5.72 | 6.28 |
| Healthcare | 8.28 | 5.86 |
| Utilities | 1.9 | 1.85 |
| Industrials | 6.11 | 14.4 |
| Consumer Cyclical | 6.39 | 10.99 |
| Real Estate | 3.38 | 2.55 |
| Communication Services | 3.2 | 5.02 |
| Consumer Defensive | 2 | 6.04 |
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