UTI Focused Fund vs Nippon India Focused Equity Fund compare
Nippon India Focused Fund - Growth Plan -Growth Option
UTI Focused Fund- Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Fund | Nippon India Focused Fund - Growth Plan -Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹8599 Cr | ₹2590 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 26 Dec 2006 | 25 Aug 2021 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | NIFTY 500 TRI |
Turn Over | 59% | 39.82% |
Expense Ratio | 1.84 | 1.98 |
Manager | Vinay Sharma | Deepesh Agarwal |
ISIN Code | INF204K01GE7 | INF789F1AUY5 |
Exits Load | Nippon India Focused Equity Fund - 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 | Nippon India Focused Fund - Growth Plan -Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
1 Month | -0.09% | 0.45% |
6 Month | 13.1% | 8.66% |
1 Year | 1.88% | -1.45% |
3 Year | 14.55% | 14.23% |
5 Year | 21.97% | - |
SIP Return Analysis
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | 3.15% | 1.47% |
1 Year | 6.43% | 0.27% |
3 Year | 13.34% | 12.2% |
5 Year | 15.06% | - |
Rolling Lumpsum Returns
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
1 Year | 10.41% | 14.04% |
3 Year | 15.09% | 15.12% |
5 Year | 16.39% | - |
Risk Management
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.79% | 13.04% |
Sharp | 0.75% | 0.65% |
Beta | 0.9% | 0.91% |
Alpha | -0.75% | -0.68% |
Fund Managers
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Name | Vinay Sharma | Deepesh Agarwal |
Total AUM | ₹14183 Cr | ₹35015 Cr |
Funds Managed | 3 | 9 |
Nippon India Focused Fund - Growth Plan -Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
Market Cap
Scheme Name |
Nippon India Focused Fund - Growth Plan -Growth Option |
UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Others | 3.36 | 5.8 |
Large Cap | 60.49 | 70.41 |
Small Cap | 13.64 | 2.1 |
Mid Cap | 22.51 | 21.69 |
Sector Allocation
Scheme Name |
Nippon India Focused Fund - Growth Plan -Growth Option |
UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Others | 3.36 | 1.8 |
Energy | 5.59 | 3.76 |
Technology | 3.96 | 9.04 |
Communication Services | 1.07 | 4.79 |
Financial Services | 32.14 | 31.59 |
Basic Materials | 3.19 | 6 |
Consumer Cyclical | 22.6 | 10.46 |
Healthcare | 11.11 | 6.04 |
Consumer Defensive | 1.73 | 7.55 |
Industrials | 11.47 | 12.35 |
Utilities | 3.77 | 4.33 |
Real Estate | - | 2.29 |
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