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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) ₹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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