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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) | ₹3697 Cr | ₹2579 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 | 3.22% | 1.75% |
| 6 Month | 12.19% | 6.8% |
| 1 Year | 8.48% | 1.77% |
| 3 Year | 17.06% | 16.01% |
| 5 Year | 19.76% | - |
SIP Return Analysis
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 5.58% | 2.87% |
| 1 Year | 21.78% | 13.04% |
| 3 Year | 17.64% | 14.33% |
| 5 Year | 16.29% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.05% | 13.43% |
| 3 Year | 17.12% | 14.81% |
| 5 Year | 19.9% | - |
Risk Management
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.08% | 12.84% |
| Sharp | 0.76% | 0.60% |
| Beta | 0.90% | 0.92% |
| Alpha | 0.77% | -0.86% |
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 | 5.87 | 8.76 |
| Large Cap | 72.8 | 67.97 |
| Mid Cap | 19.29 | 21.09 |
| Small Cap | 2.04 | 2.19 |
Sector Allocation
| Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 2.25 | 3.33 |
| Energy | 3.54 | 3.89 |
| Technology | 9.09 | 8.84 |
| Industrials | 20.77 | 11.7 |
| Financial Services | 26.71 | 31.28 |
| Healthcare | 5.26 | 5.71 |
| Consumer Defensive | 2.19 | 6.55 |
| Utilities | 4.62 | 4.34 |
| Consumer Cyclical | 17.02 | 11.31 |
| Communication Services | 5.48 | 4.7 |
| Basic Materials | 3.07 | 5.93 |
| Real Estate | - | 2.41 |
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