UTI Focused Fund vs Nippon India Focused Equity Fund compare

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Nippon India Focused Fund - Growth Plan -Growth Option

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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	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)	₹8553 Cr	₹2673 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

Scheme Name	Nippon India Focused Fund - Growth Plan -Growth Option	UTI Focused Fund- Regular Plan - Growth Option
1 Month	1.25%	0.05%
6 Month	10.45%	5.47%
1 Year	1.23%	-1.53%
3 Year	17.33%	17.13%
5 Year	23.5%	-

Scheme Name	Nippon India Focused Fund - Growth Plan -Growth Option	UTI Focused Fund- Regular Plan - Growth Option
6 Month	7.13%	4.51%
1 Year	10.99%	4.09%
3 Year	15.63%	14.52%
5 Year	16.94%	-

Scheme Name	Nippon India Focused Fund - Growth Plan -Growth Option	UTI Focused Fund- Regular Plan - Growth Option
1 Year	10.67%	15.34%
3 Year	14.89%	14.49%
5 Year	16.24%	-

Scheme Name	Nippon India Focused Fund - Growth Plan -Growth Option	UTI Focused Fund- Regular Plan - Growth Option
Standard Deviation	12.79%	13.89%
Sharp	1%	0.93%
Beta	0.92%	0.94%
Alpha	-0.94%	-0.46%

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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

Scheme Name	Nippon India Focused Fund - Growth Plan -Growth Option	UTI Focused Fund- Regular Plan - Growth Option
Others	6.12	5.78
Large Cap	57.35	70.13
Small Cap	13.82	2.12
Mid Cap	22.71	21.96

Scheme Name	Nippon India Focused Fund - Growth Plan -Growth Option	UTI Focused Fund- Regular Plan - Growth Option
Others	6.12	1.67
Energy	5.91	4.02
Technology	4.11	9.18
Communication Services	1.21	4.87
Financial Services	31.62	31.62
Basic Materials	3.23	5.81
Consumer Cyclical	22.27	11.97
Healthcare	10.27	5.57
Industrials	11.95	11.19
Utilities	3.31	4.36
Consumer Defensive	-	7.4
Real Estate	-	2.34