UTI Focused Fund vs HDFC Focused 30 Fund compare

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HDFC Focused 30 Fund - GROWTH PLAN

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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	HDFC Focused 30 Fund - GROWTH PLAN	UTI Focused Fund- Regular Plan - Growth Option
Fund	HDFC Focused 30 Fund - GROWTH PLAN	UTI Focused Fund- Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹15688 Cr	₹2563 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

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	UTI Focused Fund- Regular Plan - Growth Option
1 Month	5.35%	5.04%
6 Month	-0.52%	-3.91%
1 Year	15.47%	5.62%
3 Year	24.55%	16.86%
5 Year	31.11%	-

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	UTI Focused Fund- Regular Plan - Growth Option
6 Month	2.99%	0.38%
1 Year	4.74%	-6.65%
3 Year	21.41%	12.68%
5 Year	24.09%	-

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	UTI Focused Fund- Regular Plan - Growth Option
1 Year	16.01%	17.01%
3 Year	12.6%	14.5%
5 Year	11.81%	-

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	UTI Focused Fund- Regular Plan - Growth Option
Standard Deviation	11.245%	13.63%
Sharp	1.3%	0.547%
Beta	0.756%	0.916%
Alpha	9.571%	0.08%

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Scheme Name	HDFC Focused 30 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 30 Fund - GROWTH PLAN	UTI Focused Fund- Regular Plan - Growth Option

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	UTI Focused Fund- Regular Plan - Growth Option
Others	16.06	2.2
Small Cap	13.92	1.79
Large Cap	66.22	74.03
Mid Cap	3.81	21.98

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	UTI Focused Fund- Regular Plan - Growth Option
Others	13.91	2.2
Communication Services	3.65	5.15
Financial Services	39.06	32.25
Industrials	3.31	10.39
Healthcare	10.65	5.83
Consumer Cyclical	20.08	11.33
Basic Materials	2.77	5.06
Technology	4.43	11.08
Real Estate	2.12	2.62
Consumer Defensive	0	7.15
Energy	-	2.9
Utilities	-	4.04