UTI Focused Fund vs Quant Focused Fund compare

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UTI Focused Fund- Regular Plan - Growth Option

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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)	₹2638 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

Scheme Name	UTI Focused Fund- Regular Plan - Growth Option	Quant Focused Fund-Growth
1 Month	0.5%	1.12%
6 Month	0.94%	-1.51%
1 Year	5.96%	1.16%
3 Year	16.24%	13.89%
5 Year	-	15.67%

Scheme Name	UTI Focused Fund- Regular Plan - Growth Option	Quant Focused Fund-Growth
6 Month	3.24%	1.97%
1 Year	12.79%	9.28%
3 Year	12.56%	9.56%
5 Year	-	12.46%

Scheme Name	UTI Focused Fund- Regular Plan - Growth Option	Quant Focused Fund-Growth
1 Year	11.77%	13.45%
3 Year	14.9%	16.75%
5 Year	-	16.24%

Scheme Name	UTI Focused Fund- Regular Plan - Growth Option	Quant Focused Fund-Growth
Standard Deviation	12.68%	14.85%
Sharp	0.77%	0.53%
Beta	0.93%	1.1%
Alpha	-0.3%	-3.85%

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

Scheme Name	UTI Focused Fund- Regular Plan - Growth Option	Quant Focused Fund-Growth
Others	8.79	30.51
Large Cap	67.74	61.9
Mid Cap	21.37	-
Small Cap	2.09	7.62

Scheme Name	UTI Focused Fund- Regular Plan - Growth Option	Quant Focused Fund-Growth
Others	1.84	30.51
Energy	5.05	-
Industrials	13.03	-
Technology	11.17	-
Consumer Cyclical	13.72	-
Healthcare	5.93	-
Financial Services	31.94	-
Basic Materials	5.85	-
Consumer Defensive	3.04	-
Real Estate	2.63	-
Communication Services	3.98	-
Utilities	1.8	-
Construction	-	7.14
Pharmaceuticals & Biotechnology	-	3.59
Banks	-	11.65
Finance	-	8.97
Power	-	15.35
Realty	-	6.99
Metals & Minerals Trading	-	8.91
IT - Software	-	2.93
Automobiles	-	3.99