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UTI Focused Fund vs HDFC Focused 30 Fund compare
HDFC Focused Fund - GROWTH PLAN
UTI Focused Fund- Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Fund | HDFC Focused Fund - GROWTH PLAN | UTI Focused Fund- Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹23533 Cr | ₹2579 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 17 Sep 2004 | 25 Aug 2021 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 24.96% | 39.82% |
| Expense Ratio | 1.67 | 1.98 |
| Manager | Dhruv Muchhal | Deepesh Agarwal |
| ISIN Code | INF179K01574 | INF789F1AUY5 |
| Exits Load | HDFC Focused 30 Fund - Growth charges 1.0% of sell value; if fund sold before 365 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 | HDFC Focused Fund - GROWTH PLAN | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.2% | 2.87% |
| 6 Month | 7.66% | 6.35% |
| 1 Year | 9.77% | 3.28% |
| 3 Year | 21.66% | 14.89% |
| 5 Year | 29.22% | - |
SIP Return Analysis
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.71% | 0.14% |
| 1 Year | 11.91% | 5.86% |
| 3 Year | 18.87% | 11.32% |
| 5 Year | 21.48% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.12% | 13.43% |
| 3 Year | 13.07% | 14.81% |
| 5 Year | 12.21% | - |
Risk Management
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 9.92% | 12.84% |
| Sharp | 1.44% | 0.60% |
| Beta | 0.73% | 0.92% |
| Alpha | 7.47% | -0.86% |
Fund Managers
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Name | Dhruv Muchhal | Deepesh Agarwal |
| Total AUM | ₹520687 Cr | ₹35015 Cr |
| Funds Managed | 40 | 9 |
| HDFC Focused Fund - GROWTH PLAN | UTI Focused Fund- Regular Plan - Growth Option |
Market Cap
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 14.42 | 8.76 |
| Small Cap | 13.07 | 2.19 |
| Large Cap | 69.31 | 67.97 |
| Mid Cap | 3.2 | 21.09 |
Sector Allocation
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 11.95 | 3.33 |
| Financial Services | 38.99 | 31.28 |
| Real Estate | 2.47 | 2.41 |
| Industrials | 4.66 | 11.7 |
| Healthcare | 7.5 | 5.71 |
| Consumer Cyclical | 22.88 | 11.31 |
| Basic Materials | 2.65 | 5.93 |
| Communication Services | 2.39 | 4.7 |
| Utilities | 2.26 | 4.34 |
| Technology | 4.24 | 8.84 |
| Energy | - | 3.89 |
| Consumer Defensive | - | 6.55 |
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