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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) | ₹22444 Cr | ₹2552 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 | 2.61% | 3.6% |
| 6 Month | 14.98% | 14.24% |
| 1 Year | 5.74% | -5.25% |
| 3 Year | 21.59% | 14% |
| 5 Year | 27.96% | - |
SIP Return Analysis
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.57% | 3.79% |
| 1 Year | 15.71% | 9.67% |
| 3 Year | 21.4% | 14.06% |
| 5 Year | 23.19% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.45% | 14.04% |
| 3 Year | 12.91% | 15.12% |
| 5 Year | 12.12% | - |
Risk Management
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 9.99% | 12.97% |
| Sharp | 1.39% | 0.51% |
| Beta | 0.72% | 0.91% |
| Alpha | 8.16% | -0.55% |
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 | 14.69 | 5.8 |
| Small Cap | 13.81 | 2.1 |
| Large Cap | 68.25 | 70.41 |
| Mid Cap | 3.25 | 21.69 |
Sector Allocation
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 11.94 | 1.8 |
| Financial Services | 39.52 | 31.59 |
| Real Estate | 2.76 | 2.29 |
| Industrials | 4.51 | 12.35 |
| Healthcare | 8.01 | 6.04 |
| Consumer Cyclical | 23.11 | 10.46 |
| Basic Materials | 2.8 | 6 |
| Communication Services | 2.68 | 4.79 |
| Utilities | 0.58 | 4.33 |
| Technology | 4.1 | 9.04 |
| Energy | - | 3.76 |
| Consumer Defensive | - | 7.55 |
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