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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) ₹2579 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 2.87% 3.41%
6 Month 6.35% 7.67%
1 Year 3.28% -1.76%
3 Year 14.89% 14.61%
5 Year - 21.7%

SIP Return Analysis

Scheme Name UTI Focused Fund- Regular Plan - Growth Option Quant Focused Fund-Growth
6 Month 0.2% 0.1%
1 Year 5.63% 4.75%
3 Year 11.44% 9.67%
5 Year - 12.83%

Rolling Lumpsum Returns

Scheme Name UTI Focused Fund- Regular Plan - Growth Option Quant Focused Fund-Growth
1 Year 13.43% 13.74%
3 Year 14.81% 17.07%
5 Year - 16.07%

Risk Management

Scheme Name UTI Focused Fund- Regular Plan - Growth Option Quant Focused Fund-Growth
Standard Deviation 12.89% 15.933%
Sharp 0.64% 0.641%
Beta 0.93% 1.052%
Alpha -0.48% 1.751%

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 8.76 30.53
Large Cap 67.97 62.21
Mid Cap 21.09 0
Small Cap 2.19 7.26

Sector Allocation

Scheme Name

UTI Focused Fund- Regular Plan - Growth Option

Quant Focused Fund-Growth

Others 3.33 26.78
Energy 3.89 9.27
Industrials 11.7 8.87
Technology 8.84 2.34
Consumer Cyclical 11.31 3.7
Healthcare 5.71 6.78
Financial Services 31.28 27.66
Basic Materials 5.93 -
Consumer Defensive 6.55 -
Real Estate 2.41 6.67
Communication Services 4.7 -
Utilities 4.34 7.95

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