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UTI Focused Fund vs Quant Focused Fund compare

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tortoise-icon UTI Focused Fund- Regular Plan - Growth Option

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tortoise-icon Quant Focused Fund-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹2563 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 3.28% 2.83%
6 Month -3.56% -7.99%
1 Year 6.49% -5.12%
3 Year 15.74% 13.75%
5 Year - 24.72%

SIP Return Analysis

Scheme Name UTI Focused Fund- Regular Plan - Growth Option Quant Focused Fund-Growth
6 Month 1.58% -0.64%
1 Year -4.55% -13.26%
3 Year 14.42% 12.42%
5 Year - 16.2%

Rolling Lumpsum Returns

Scheme Name UTI Focused Fund- Regular Plan - Growth Option Quant Focused Fund-Growth
1 Year 17.01% 14.72%
3 Year 14.5% 17.33%
5 Year - 15.7%

Risk Management

Scheme Name UTI Focused Fund- Regular Plan - Growth Option Quant Focused Fund-Growth
Standard Deviation 13.63% 15.933%
Sharp 0.547% 0.641%
Beta 0.916% 1.052%
Alpha 0.08% 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 2.2 18.43
Large Cap 74.03 68.17
Mid Cap 21.98 9.06
Small Cap 1.79 4.33

Sector Allocation

Scheme Name

UTI Focused Fund- Regular Plan - Growth Option

Quant Focused Fund-Growth

Others 2.2 18.43
Energy 2.9 14.67
Industrials 10.39 7.74
Technology 11.08 3.07
Healthcare 5.83 2.82
Financial Services 32.25 21.53
Basic Materials 5.06 9.44
Consumer Defensive 7.15 11.06
Consumer Cyclical 11.33 3.08
Real Estate 2.62 -
Communication Services 5.15 -
Utilities 4.04 8.14

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