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UTI Focused Fund vs Nippon India Focused Equity Fund compare

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tortoise-icon Nippon India Focused Fund - Growth Plan -Growth Option

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tortoise-icon 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) ₹8599 Cr ₹2590 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 -0.09% 0.45%
6 Month 13.1% 8.66%
1 Year 1.88% -1.45%
3 Year 14.55% 14.23%
5 Year 21.97% -

SIP Return Analysis

Scheme Name Nippon India Focused Fund - Growth Plan -Growth Option UTI Focused Fund- Regular Plan - Growth Option
6 Month 3.15% 1.47%
1 Year 6.43% 0.27%
3 Year 13.34% 12.2%
5 Year 15.06% -

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% 13.04%
Sharp 0.75% 0.65%
Beta 0.9% 0.91%
Alpha -0.75% -0.68%

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 3.36 5.8
Large Cap 60.49 70.41
Small Cap 13.64 2.1
Mid Cap 22.51 21.69

Sector Allocation

Scheme Name

Nippon India Focused Fund - Growth Plan -Growth Option

UTI Focused Fund- Regular Plan - Growth Option

Others 3.36 1.8
Energy 5.59 3.76
Technology 3.96 9.04
Communication Services 1.07 4.79
Financial Services 32.14 31.59
Basic Materials 3.19 6
Consumer Cyclical 22.6 10.46
Healthcare 11.11 6.04
Consumer Defensive 1.73 7.55
Industrials 11.47 12.35
Utilities 3.77 4.33
Real Estate - 2.29

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