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) | ₹2673 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 | -2.5% | -3.55% |
6 Month | 4.26% | 1.93% |
1 Year | -3.5% | -10.05% |
3 Year | 15.14% | 16.67% |
5 Year | - | 21.74% |
SIP Return Analysis
Scheme Name | UTI Focused Fund- Regular Plan - Growth Option | Quant Focused Fund-Growth |
---|---|---|
6 Month | 3.43% | 4.06% |
1 Year | 2.58% | -0.08% |
3 Year | 14.15% | 12.84% |
5 Year | - | 15.73% |
Rolling Lumpsum Returns
Scheme Name | UTI Focused Fund- Regular Plan - Growth Option | Quant Focused Fund-Growth |
---|---|---|
1 Year | 14.04% | 13.99% |
3 Year | 15.12% | 17.21% |
5 Year | - | 15.96% |
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 14.43 |
Large Cap | 70.13 | 75.35 |
Mid Cap | 21.96 | 0 |
Small Cap | 2.12 | 10.22 |
Sector Allocation
Scheme Name |
UTI Focused Fund- Regular Plan - Growth Option |
Quant Focused Fund-Growth |
---|---|---|
Others | 1.67 | 14.43 |
Energy | 4.02 | 17.24 |
Industrials | 11.19 | 8.07 |
Technology | 9.18 | 3.02 |
Consumer Cyclical | 11.97 | 3.24 |
Healthcare | 5.57 | 5.53 |
Financial Services | 31.62 | 22.16 |
Basic Materials | 5.81 | 11.05 |
Consumer Defensive | 7.4 | 2.91 |
Real Estate | 2.34 | 7.11 |
Communication Services | 4.87 | - |
Utilities | 4.36 | 5.24 |
Top Comparisons
Sundaram Short Duration Fund Regular Growth
3Y Returns7.46%
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
3Y Returns7.45%
SBI Large Cap Fund-Regular Plan Growth
3Y Returns15.11%
Sundaram Large Cap Fund Regular Plan - Growth
3Y Returns13.45%
ICICI Prudential Multicap Fund - Growth
3Y Returns21.52%
SBI Multicap Fund- Regular Plan- Growth Option
3Y Returns18.11%
Nippon India Multi Cap Fund-Growth Plan-Bonus Option
3Y Returns25.99%
Nippon India Multi Cap Fund-Growth Plan-Growth Option
3Y Returns24.67%