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) | ₹2628 Cr | ₹2673 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 | -1.19% | -2.94% |
6 Month | 9.59% | 6.2% |
1 Year | 2.94% | -2.83% |
3 Year | 18.79% | 15.16% |
5 Year | 19.15% | - |
SIP Return Analysis
Scheme Name | DSP Focused Fund - Regular Plan - Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | 4.58% | 3.43% |
1 Year | 7.62% | 2.58% |
3 Year | 19.13% | 14.15% |
5 Year | 17.1% | - |
Rolling Lumpsum Returns
Scheme Name | DSP Focused Fund - Regular Plan - Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
1 Year | 10.41% | 15.34% |
3 Year | 13.08% | 14.49% |
5 Year | 12.62% | - |
Risk Management
Scheme Name | DSP Focused Fund - Regular Plan - Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 14.04% | 13.89% |
Sharp | 1.17% | 0.93% |
Beta | 0.94% | 0.94% |
Alpha | 2.25% | -0.46% |
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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 | 20.43 | 5.78 |
Large Cap | 47.42 | 70.13 |
Small Cap | 18.88 | 2.12 |
Mid Cap | 13.27 | 21.96 |
Sector Allocation
Scheme Name |
DSP Focused Fund - Regular Plan - Growth |
UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Others | 6.78 | 1.67 |
Technology | 13.07 | 9.18 |
Financial Services | 34.68 | 31.62 |
Energy | 3.64 | 4.02 |
Basic Materials | 10.01 | 5.81 |
Healthcare | 8.5 | 5.57 |
Utilities | 2.01 | 4.36 |
Industrials | 5.46 | 11.19 |
Consumer Cyclical | 7.05 | 11.97 |
Real Estate | 3.32 | 2.34 |
Communication Services | 3.35 | 4.87 |
Consumer Defensive | 2.12 | 7.4 |
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