UTI Focused Fund vs ICICI Prudential Focused Equity Fund compare

UTI Focused Fund vs ICICI Prudential Focused Equity Fund compare

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ICICI Prudential Focused Equity Fund - Growth

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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	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)	₹12560 Cr	₹2552 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	3.4%	3.86%
6 Month	19.03%	13.64%
1 Year	3.41%	-5.48%
3 Year	21.9%	13.72%
5 Year	24.92%	-

SIP Return Analysis

Scheme Name	ICICI Prudential Focused Equity Fund - Growth	UTI Focused Fund- Regular Plan - Growth Option
6 Month	5.51%	3.79%
1 Year	18.99%	9.67%
3 Year	22.68%	14.06%
5 Year	21.57%	-

Rolling Lumpsum Returns

Scheme Name	ICICI Prudential Focused Equity Fund - Growth	UTI Focused Fund- Regular Plan - Growth Option
1 Year	11.85%	14.04%
3 Year	13.85%	15.12%
5 Year	13.52%	-

Risk Management

Scheme Name	ICICI Prudential Focused Equity Fund - Growth	UTI Focused Fund- Regular Plan - Growth Option
Standard Deviation	13.01%	12.97%
Sharp	1.06%	0.51%
Beta	0.93%	0.91%
Alpha	6.46%	-0.55%

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	7.45	5.8
Large Cap	77.19	70.41
Mid Cap	13.63	21.69
Small Cap	1.73	2.1

Sector Allocation

Scheme Name	ICICI Prudential Focused Equity Fund - Growth	UTI Focused Fund- Regular Plan - Growth Option
Others	4.22	1.8
Energy	3.51	3.76
Technology	6.37	9.04
Industrials	6.56	12.35
Financial Services	27.12	31.59
Healthcare	8.12	6.04
Basic Materials	12.39	6
Consumer Cyclical	10.88	10.46
Consumer Defensive	6.07	7.55
Real Estate	5.02	2.29
Communication Services	6.9	4.79
Utilities	2.83	4.33

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