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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) | ₹26230 Cr | ₹2638 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 | -1.6% | -1.65% |
| 6 Month | 4.39% | 1.79% |
| 1 Year | 7.73% | 1.75% |
| 3 Year | 20.38% | 14.74% |
| 5 Year | 24.07% | - |
SIP Return Analysis
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.21% | 2.02% |
| 1 Year | 15.13% | 11.97% |
| 3 Year | 19.01% | 12.4% |
| 5 Year | 21.14% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.91% | 13.43% |
| 3 Year | 13.3% | 14.81% |
| 5 Year | 12.35% | - |
Risk Management
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 9.72% | 12.89% |
| Sharp | 1.31% | 0.62% |
| Beta | 0.72% | 0.94% |
| Alpha | 6.50% | -0.10% |
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 | 15.92 | 8.79 |
| Small Cap | 11.69 | 2.09 |
| Large Cap | 68.6 | 67.74 |
| Mid Cap | 3.78 | 21.37 |
Sector Allocation
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 14.07 | 1.84 |
| Financial Services | 40.05 | 31.94 |
| Industrials | 5.1 | 13.03 |
| Healthcare | 6.7 | 5.93 |
| Consumer Cyclical | 20.38 | 13.72 |
| Basic Materials | 2.05 | 5.85 |
| Real Estate | 1.86 | 2.63 |
| Communication Services | 2.4 | 3.98 |
| Utilities | 2.78 | 1.8 |
| Technology | 4.61 | 11.17 |
| Energy | - | 5.05 |
| Consumer Defensive | - | 3.04 |
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