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) | ₹8887 Cr | ₹2638 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 | 0.47% | -0.2% |
| 6 Month | 2.69% | 3.05% |
| 1 Year | 5.25% | 1.84% |
| 3 Year | 13.66% | 14.82% |
| 5 Year | 18.35% | - |
SIP Return Analysis
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.33% | 2.02% |
| 1 Year | 15.35% | 11.97% |
| 3 Year | 13.48% | 12.4% |
| 5 Year | 13.95% | - |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 10.2% | 13.43% |
| 3 Year | 14.92% | 14.81% |
| 5 Year | 16.62% | - |
Risk Management
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.50% | 12.89% |
| Sharp | 0.59% | 0.62% |
| Beta | 0.90% | 0.94% |
| Alpha | -0.42% | -0.10% |
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 | 3.71 | 8.79 |
| Large Cap | 62.2 | 67.74 |
| Mid Cap | 21.24 | 21.37 |
| Small Cap | 12.85 | 2.09 |
Sector Allocation
| Scheme Name |
Nippon India Focused Fund - Growth Plan -Growth Option |
UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 3.71 | 1.84 |
| Energy | 5.56 | 5.05 |
| Technology | 4.86 | 11.17 |
| Financial Services | 34.14 | 31.94 |
| Basic Materials | 3.31 | 5.85 |
| Consumer Cyclical | 18.78 | 13.72 |
| Healthcare | 10.38 | 5.93 |
| Communication Services | 1.28 | 3.98 |
| Consumer Defensive | 3.24 | 3.04 |
| Industrials | 10.6 | 13.03 |
| Utilities | 4.14 | 1.8 |
| Real Estate | - | 2.63 |
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