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)	₹8553 Cr	₹2602 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	2.52%	3.29%
6 Month	6.1%	3.91%
1 Year	2.57%	1.83%
3 Year	18.97%	19.52%
5 Year	24.36%	-

Scheme Name	Nippon India Focused Fund - Growth Plan -Growth Option	UTI Focused Fund- Regular Plan - Growth Option
6 Month	10.39%	8.59%
1 Year	13.57%	9.03%
3 Year	16.47%	16.2%
5 Year	17.4%	-

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%	-

Scheme Name	Nippon India Focused Fund - Growth Plan -Growth Option	UTI Focused Fund- Regular Plan - Growth Option
Standard Deviation	12.79%	14.30%
Sharp	0.78%	0.72%
Beta	0.91%	0.94%
Alpha	-0.4%	-0.30%

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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	7.7	2.33
Large Cap	54.06	74.11
Small Cap	15.65	2.04
Mid Cap	22.59	21.51

Scheme Name	Nippon India Focused Fund - Growth Plan -Growth Option	UTI Focused Fund- Regular Plan - Growth Option
Others	7.7	2.33
Petroleum Products	5.75	-
IT - Software	4.12	-
IT - Services	1.55	-
Finance	6.65	-
Banks	21.55	-
Cement & Cement Products	2.97	-
Leisure Services	6.36	-
Pharmaceuticals & Biotechnology	5.47	-
Automobiles	5.75	-
Entertainment	1.06	-
Electrical Equipment	3.28	-
Retailing	8.02	-
Healthcare Services	2.42	-
Auto Components	4.37	-
Diversified	3.26	-
Transport Services	3.31	-
Industrial Manufacturing	1.98	-
Capital Markets	2.33	-
Insurance	2.1	-
Energy	-	3.91
Industrials	-	11.01
Technology	-	9.55
Consumer Cyclical	-	11.41
Healthcare	-	5.55
Financial Services	-	31.42
Basic Materials	-	5.93
Consumer Defensive	-	7.49
Real Estate	-	2.36
Communication Services	-	4.64
Utilities	-	4.4