UTI Focused Fund vs ICICI Prudential Focused Equity Fund compare

UTI Focused Fund vs ICICI Prudential Focused Equity Fund compare

Link copied to clipboard!

ICICI Prudential Focused Equity Fund - Growth

Invest Now

UTI Focused Fund- Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	ICICI Prudential Focused Equity Fund - Growth	UTI Focused Fund- Regular Plan - Growth Option
Fund	ICICI Prudential Focused Equity Fund - Growth	UTI Focused Fund- Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹14146 Cr	₹2638 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	28 May 2009	25 Aug 2021
Category	Focused	Focused
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500	NIFTY 500 TRI
Turn Over	78%	39.82%
Expense Ratio	1.75	1.98
Manager	Sharmila D'mello	Deepesh Agarwal
ISIN Code	INF109K01BZ4	INF789F1AUY5
Exits Load	ICICI Prudential Focused Equity Fund - Regular Plan - 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	ICICI Prudential Focused Equity Fund - Growth	UTI Focused Fund- Regular Plan - Growth Option
1 Month	0.34%	-1.65%
6 Month	7.07%	1.79%
1 Year	11.13%	1.75%
3 Year	22.42%	14.74%
5 Year	22%	-

SIP Return Analysis

Scheme Name	ICICI Prudential Focused Equity Fund - Growth	UTI Focused Fund- Regular Plan - Growth Option
6 Month	4.69%	2.02%
1 Year	23.61%	11.97%
3 Year	21.88%	12.4%
5 Year	20.88%	-

Rolling Lumpsum Returns

Scheme Name	ICICI Prudential Focused Equity Fund - Growth	UTI Focused Fund- Regular Plan - Growth Option
1 Year	11.46%	13.43%
3 Year	14.12%	14.81%
5 Year	13.61%	-

Risk Management

Scheme Name	ICICI Prudential Focused Equity Fund - Growth	UTI Focused Fund- Regular Plan - Growth Option
Standard Deviation	12.27%	12.89%
Sharp	1.2%	0.62%
Beta	0.91%	0.94%
Alpha	6.02%	-0.10%

Fund Managers

Scheme Name	ICICI Prudential Focused Equity Fund - Growth	UTI Focused Fund- Regular Plan - Growth Option
Name	Sharmila D'mello	Deepesh Agarwal
Total AUM	₹354743 Cr	₹35015 Cr
Funds Managed	35	9
	ICICI Prudential Focused Equity Fund - Growth	UTI Focused Fund- Regular Plan - Growth Option

Market Cap

Scheme Name	ICICI Prudential Focused Equity Fund - Growth	UTI Focused Fund- Regular Plan - Growth Option
Others	6.54	8.79
Large Cap	75.92	67.74
Mid Cap	17.54	21.37
Small Cap	-	2.09

Sector Allocation

Scheme Name	ICICI Prudential Focused Equity Fund - Growth	UTI Focused Fund- Regular Plan - Growth Option
Others	2.52	1.84
Energy	2.91	5.05
Technology	11.19	11.17
Consumer Cyclical	14.72	13.72
Industrials	5.81	13.03
Financial Services	27.47	31.94
Healthcare	7.67	5.93
Basic Materials	5.61	5.85
Consumer Defensive	6.96	3.04
Real Estate	5.02	2.63
Communication Services	7.04	3.98
Utilities	3.08	1.8

Top Comparisons

WhiteOak Capital Special Opportunities Fund-Reg (G)

3Y Returns0%

VS

HDFC NIFTY200 Momentum 30 Index Fund - Regular (G)

3Y Returns0%

Compare Now

SBI Medium to Long Duration Fund-Regular Plan-Growth

3Y Returns6.99%

VS

HSBC Medium to Long Duration Fund - Regular Growth

3Y Returns6.12%

Compare Now

ICICI Prudential All Seasons Bond Fund - Growth

3Y Returns7.59%

VS

Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan

3Y Returns7.42%

Compare Now

ICICI Prudential MidCap Fund - Growth

3Y Returns21.66%

VS

Invesco India Midcap Fund - Growth Option

3Y Returns26%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully