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) | ₹2595 Cr | ₹2552 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 | 4% | 3.6% |
6 Month | 12.6% | 14.24% |
1 Year | -2.21% | -5.25% |
3 Year | 16.41% | 14% |
5 Year | 18.3% | - |
SIP Return Analysis
Scheme Name | DSP Focused Fund - Regular Plan - Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | 2.68% | 3.79% |
1 Year | 8.79% | 9.67% |
3 Year | 17.21% | 14.06% |
5 Year | 15.72% | - |
Rolling Lumpsum Returns
Scheme Name | DSP Focused Fund - Regular Plan - Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
1 Year | 10.15% | 14.04% |
3 Year | 13.28% | 15.12% |
5 Year | 12.78% | - |
Risk Management
Scheme Name | DSP Focused Fund - Regular Plan - Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 14.04% | 12.97% |
Sharp | 0.74% | 0.51% |
Beta | 0.91% | 0.91% |
Alpha | 1.5% | -0.55% |
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 | 20.95 | 5.8 |
Large Cap | 46.86 | 70.41 |
Small Cap | 18.64 | 2.1 |
Mid Cap | 13.55 | 21.69 |
Sector Allocation
Scheme Name |
DSP Focused Fund - Regular Plan - Growth |
UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Others | 8.13 | 1.8 |
Technology | 12.42 | 9.04 |
Financial Services | 35.46 | 31.59 |
Energy | 3.66 | 3.76 |
Basic Materials | 7.67 | 6 |
Healthcare | 9.2 | 6.04 |
Utilities | 1.9 | 4.33 |
Industrials | 5.82 | 12.35 |
Consumer Cyclical | 6.95 | 10.46 |
Real Estate | 3.2 | 2.29 |
Communication Services | 3.23 | 4.79 |
Consumer Defensive | 2.38 | 7.55 |
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