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) | ₹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 |
Trailing Lumpsum Returns
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% | - |
SIP Return Analysis
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% | - |
Rolling Lumpsum Returns
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% | - |
Risk Management
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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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 | 6.12 | 5.78 |
Large Cap | 57.35 | 70.13 |
Small Cap | 13.82 | 2.12 |
Mid Cap | 22.71 | 21.96 |
Sector Allocation
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 |
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