UTI Focused Fund vs Quant Focused Fund compare
UTI Focused Fund- Regular Plan - Growth Option
Quant Focused Fund-Growth
Chart Comparison
Overview
Scheme Name | UTI Focused Fund- Regular Plan - Growth Option | Quant Focused Fund-Growth |
---|---|---|
Fund | UTI Focused Fund- Regular Plan - Growth Option | Quant Focused Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2602 Cr | ₹1064 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 25 Aug 2021 | 29 Aug 2008 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 39.82% | % |
Expense Ratio | 1.98 | 2.18 |
Manager | Deepesh Agarwal | Sanjeev Sharma |
ISIN Code | INF789F1AUY5 | INF966L01374 |
Exits Load | UTI Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Quant Focused Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | UTI Focused Fund- Regular Plan - Growth Option | Quant Focused Fund-Growth |
---|---|---|
1 Month | 1.38% | 1.84% |
6 Month | 4.62% | 2.4% |
1 Year | 1.33% | -4.06% |
3 Year | 18.04% | 20.04% |
5 Year | - | 23.81% |
SIP Return Analysis
Scheme Name | UTI Focused Fund- Regular Plan - Growth Option | Quant Focused Fund-Growth |
---|---|---|
6 Month | 8.59% | 8.86% |
1 Year | 9.03% | 4.8% |
3 Year | 16.2% | 14.68% |
5 Year | - | 16.9% |
Rolling Lumpsum Returns
Scheme Name | UTI Focused Fund- Regular Plan - Growth Option | Quant Focused Fund-Growth |
---|---|---|
1 Year | 15.34% | 14.3% |
3 Year | 14.49% | 17.06% |
5 Year | - | 15.84% |
Risk Management
Scheme Name | UTI Focused Fund- Regular Plan - Growth Option | Quant Focused Fund-Growth |
---|---|---|
Standard Deviation | 13.89% | 15.933% |
Sharp | 0.93% | 0.641% |
Beta | 0.94% | 1.052% |
Alpha | -0.46% | 1.751% |
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Fund Managers
Scheme Name | UTI Focused Fund- Regular Plan - Growth Option | Quant Focused Fund-Growth |
---|---|---|
Name | Deepesh Agarwal | Sanjeev Sharma |
Total AUM | ₹35015 Cr | ₹39731 Cr |
Funds Managed | 9 | 22 |
UTI Focused Fund- Regular Plan - Growth Option | Quant Focused Fund-Growth |
Market Cap
Scheme Name |
UTI Focused Fund- Regular Plan - Growth Option |
Quant Focused Fund-Growth |
---|---|---|
Others | 5.78 | 21.56 |
Large Cap | 70.13 | 70.25 |
Mid Cap | 21.96 | 3.96 |
Small Cap | 2.12 | 4.23 |
Sector Allocation
Scheme Name |
UTI Focused Fund- Regular Plan - Growth Option |
Quant Focused Fund-Growth |
---|---|---|
Others | 1.67 | 21.56 |
Energy | 4.02 | 16.45 |
Industrials | 11.19 | 8.27 |
Technology | 9.18 | 3.12 |
Consumer Cyclical | 11.97 | 3.41 |
Healthcare | 5.57 | 5.59 |
Financial Services | 31.62 | 19.21 |
Basic Materials | 5.81 | 10.27 |
Consumer Defensive | 7.4 | - |
Real Estate | 2.34 | 6.93 |
Communication Services | 4.87 | - |
Utilities | 4.36 | 5.19 |
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