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UTI Focused Fund vs DSP Focus Fund compare

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tortoise-icon DSP Focused Fund - Regular Plan - Growth

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tortoise-icon 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 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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