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) | ₹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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