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UTI Focused Fund vs Nippon India Focused Equity Fund compare
Nippon India Focused Equity Fund -Growth Plan -Growth Option
UTI Focused Fund- Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Nippon India Focused Equity Fund -Growth Plan -Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Fund | Nippon India Focused Equity Fund -Growth Plan -Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹7875 Cr | ₹2563 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 | 1.86 | 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 Equity Fund -Growth Plan -Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 3.46% | 3.08% |
| 6 Month | -2.59% | -3.47% |
| 1 Year | 7.47% | 5.82% |
| 3 Year | 13.76% | 15.65% |
| 5 Year | 24.7% | - |
SIP Return Analysis
| Scheme Name | Nippon India Focused Equity Fund -Growth Plan -Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.93% | 1.58% |
| 1 Year | -1.92% | -4.55% |
| 3 Year | 13.81% | 14.42% |
| 5 Year | 16.74% | - |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Focused Equity Fund -Growth Plan -Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.09% | 17.01% |
| 3 Year | 15.06% | 14.5% |
| 5 Year | 16.01% | - |
Risk Management
| Scheme Name | Nippon India Focused Equity Fund -Growth Plan -Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.79% | 13.63% |
| Sharp | 0.4% | 0.547% |
| Beta | 0.9% | 0.916% |
| Alpha | -0.69% | 0.08% |
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Fund Managers
| Scheme Name | Nippon India Focused Equity 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 Equity Fund -Growth Plan -Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Nippon India Focused Equity Fund -Growth Plan -Growth Option |
UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 5.95 | 2.2 |
| Large Cap | 56.47 | 74.03 |
| Small Cap | 16.75 | 1.79 |
| Mid Cap | 20.83 | 21.98 |
Sector Allocation
| Scheme Name |
Nippon India Focused Equity Fund -Growth Plan -Growth Option |
UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 5.95 | 2.2 |
| Energy | 5.08 | 2.9 |
| Technology | 4.75 | 11.08 |
| Communication Services | 2.89 | 5.15 |
| Financial Services | 37.63 | 32.25 |
| Basic Materials | 3.08 | 5.06 |
| Consumer Cyclical | 21.99 | 11.33 |
| Healthcare | 7.03 | 5.83 |
| Industrials | 11.6 | 10.39 |
| Consumer Defensive | - | 7.15 |
| Real Estate | - | 2.62 |
| Utilities | - | 4.04 |
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