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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) ₹2552 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 3.6% 0.79%
6 Month 14.24% 12.05%
1 Year -5.25% -11.52%
3 Year 14% 12.07%
5 Year - 20.71%

SIP Return Analysis

Scheme Name UTI Focused Fund- Regular Plan - Growth Option Quant Focused Fund-Growth
6 Month 3.79% 1.13%
1 Year 9.67% 2.66%
3 Year 14.06% 10.81%
5 Year - 13.84%

Rolling Lumpsum Returns

Scheme Name UTI Focused Fund- Regular Plan - Growth Option Quant Focused Fund-Growth
1 Year 14.04% 13.99%
3 Year 15.12% 17.21%
5 Year - 15.96%

Risk Management

Scheme Name UTI Focused Fund- Regular Plan - Growth Option Quant Focused Fund-Growth
Standard Deviation 12.97% 15.933%
Sharp 0.51% 0.641%
Beta 0.91% 1.052%
Alpha -0.55% 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 5.8 30.62
Large Cap 70.41 57.46
Mid Cap 21.69 2.14
Small Cap 2.1 9.78

Sector Allocation

Scheme Name

UTI Focused Fund- Regular Plan - Growth Option

Quant Focused Fund-Growth

Others 1.8 25.21
Energy 3.76 7.22
Industrials 12.35 8.44
Technology 9.04 2.78
Consumer Cyclical 10.46 3.27
Healthcare 6.04 10.01
Financial Services 31.59 26.42
Basic Materials 6 0
Consumer Defensive 7.55 0
Real Estate 2.29 7.03
Communication Services 4.79 -
Utilities 4.33 9.63

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