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UTI Focused Fund vs Kotak Focused Equity Fund compare
Kotak Focused Fund- Regular plan _ Growth Option
UTI Focused Fund- Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Fund | Kotak Focused Fund- Regular plan _ Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹3942 Cr | ₹2638 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 16 Jul 2019 | 25 Aug 2021 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 21.79% | 39.82% |
| Expense Ratio | 1.9 | 1.98 |
| Manager | Arjun Khanna | Deepesh Agarwal |
| ISIN Code | INF174KA1EK3 | INF789F1AUY5 |
| Exits Load | Kotak 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 | Kotak Focused Fund- Regular plan _ Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.03% | -0.2% |
| 6 Month | 7.85% | 3.05% |
| 1 Year | 7.12% | 1.84% |
| 3 Year | 15.87% | 14.82% |
| 5 Year | 17.23% | - |
SIP Return Analysis
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.29% | 2.02% |
| 1 Year | 21.06% | 11.97% |
| 3 Year | 16.32% | 12.4% |
| 5 Year | 15.23% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.62% | 13.43% |
| 3 Year | 16.98% | 14.81% |
| 5 Year | 19.81% | - |
Risk Management
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.07% | 12.89% |
| Sharp | 0.76% | 0.62% |
| Beta | 0.90% | 0.94% |
| Alpha | 1.37% | -0.10% |
Fund Managers
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Name | Arjun Khanna | Deepesh Agarwal |
| Total AUM | ₹169639 Cr | ₹35015 Cr |
| Funds Managed | 24 | 9 |
| Kotak Focused Fund- Regular plan _ Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 8.05 | 8.79 |
| Large Cap | 71.07 | 67.74 |
| Mid Cap | 19.36 | 21.37 |
| Small Cap | 1.52 | 2.09 |
Sector Allocation
| Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 3.84 | 1.84 |
| Energy | 3.68 | 5.05 |
| Technology | 9.23 | 11.17 |
| Industrials | 20.66 | 13.03 |
| Financial Services | 27.12 | 31.94 |
| Healthcare | 5.52 | 5.93 |
| Consumer Defensive | 2.01 | 3.04 |
| Utilities | 3.11 | 1.8 |
| Consumer Cyclical | 16.21 | 13.72 |
| Communication Services | 5.73 | 3.98 |
| Basic Materials | 2.87 | 5.85 |
| Real Estate | - | 2.63 |
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