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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) ₹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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