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) | ₹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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