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)	₹8464 Cr	₹2579 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	0.89%	1.06%
6 Month	7.17%	6.07%
1 Year	3.58%	1.23%
3 Year	14.02%	14.32%
5 Year	21.16%	-

Scheme Name	Nippon India Focused Fund - Growth Plan -Growth Option	UTI Focused Fund- Regular Plan - Growth Option
6 Month	2.84%	3.31%
1 Year	14.24%	11.82%
3 Year	13.81%	13.55%
5 Year	14.51%	-

Scheme Name	Nippon India Focused Fund - Growth Plan -Growth Option	UTI Focused Fund- Regular Plan - Growth Option
1 Year	10.22%	13.43%
3 Year	14.95%	14.81%
5 Year	16.49%	-

Scheme Name	Nippon India Focused Fund - Growth Plan -Growth Option	UTI Focused Fund- Regular Plan - Growth Option
Standard Deviation	12.79%	12.89%
Sharp	0.69%	0.64%
Beta	0.91%	0.93%
Alpha	-0.87%	-0.48%

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	4.89	8.76
Large Cap	61.36	67.97
Mid Cap	18.12	21.09
Small Cap	15.63	2.19

Scheme Name	Nippon India Focused Fund - Growth Plan -Growth Option	UTI Focused Fund- Regular Plan - Growth Option
Others	4.89	3.33
Petroleum Products	5.58	-
IT - Software	4.86	-
Finance	7.48	-
Banks	23.85	-
Cement & Cement Products	3.25	-
Leisure Services	5.96	-
Pharmaceuticals & Biotechnology	5.74	-
Automobiles	2.89	-
Entertainment	1.17	-
Beverages	3.08	-
Electrical Equipment	3.33	-
Retailing	8.31	-
Healthcare Services	2.73	-
Diversified	2.62	-
Transport Services	3.08	-
Auto Components	3.75	-
Industrial Manufacturing	1.85	-
Capital Markets	1.68	-
Power	3.9	-
Energy	-	3.89
Industrials	-	11.7
Technology	-	8.84
Consumer Cyclical	-	11.31
Healthcare	-	5.71
Financial Services	-	31.28
Basic Materials	-	5.93
Consumer Defensive	-	6.55
Real Estate	-	2.41
Communication Services	-	4.7
Utilities	-	4.34