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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) | ₹3636 Cr | ₹2552 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 | 2.75% | 4.37% |
| 6 Month | 19.13% | 15.1% |
| 1 Year | 0.81% | -4.55% |
| 3 Year | 15.9% | 15.07% |
| 5 Year | 19.67% | - |
SIP Return Analysis
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 5.8% | 3.79% |
| 1 Year | 16.21% | 9.67% |
| 3 Year | 16.41% | 14.06% |
| 5 Year | 15.58% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.9% | 14.04% |
| 3 Year | 17.25% | 15.12% |
| 5 Year | 19.96% | - |
Risk Management
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.23% | 12.97% |
| Sharp | 0.66% | 0.51% |
| Beta | 0.89% | 0.91% |
| Alpha | 1.02% | -0.55% |
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 | 4.66 | 5.8 |
| Large Cap | 74.77 | 70.41 |
| Mid Cap | 18.2 | 21.69 |
| Small Cap | 2.37 | 2.1 |
Sector Allocation
| Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 1.12 | 1.8 |
| Energy | 3.64 | 3.76 |
| Technology | 9.59 | 9.04 |
| Industrials | 20.28 | 12.35 |
| Financial Services | 27.19 | 31.59 |
| Healthcare | 7.08 | 6.04 |
| Consumer Defensive | 2.39 | 7.55 |
| Utilities | 5.57 | 4.33 |
| Consumer Cyclical | 14.39 | 10.46 |
| Communication Services | 5.65 | 4.79 |
| Basic Materials | 3.11 | 6 |
| Real Estate | - | 2.29 |
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