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) | ₹8420 Cr | ₹2552 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 | 3.07% | 4.47% |
6 Month | 17.45% | 14.56% |
1 Year | -0.77% | -4.71% |
3 Year | 14.57% | 15.1% |
5 Year | 21.89% | - |
SIP Return Analysis
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | 3.57% | 3.79% |
1 Year | 12.92% | 9.67% |
3 Year | 14.38% | 14.06% |
5 Year | 15.26% | - |
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% | 12.97% |
Sharp | 0.61% | 0.51% |
Beta | 0.91% | 0.91% |
Alpha | -0.65% | -0.55% |
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 | 4.81 | 5.5 |
Large Cap | 59.02 | 71.24 |
Mid Cap | 22.48 | 21.14 |
Small Cap | 13.69 | 2.12 |
Sector Allocation
Scheme Name |
Nippon India Focused Fund - Growth Plan -Growth Option |
UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Others | 4.81 | 1.46 |
Energy | 5.58 | 3.91 |
Technology | 4.98 | 9.04 |
Financial Services | 32.11 | 30.89 |
Basic Materials | 3.29 | 5.86 |
Consumer Cyclical | 19.99 | 11.49 |
Healthcare | 10.62 | 5.73 |
Communication Services | 1.23 | 4.77 |
Consumer Defensive | 2.41 | 7.62 |
Industrials | 11.22 | 12.62 |
Utilities | 3.77 | 4.25 |
Real Estate | - | 2.36 |
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