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) | ₹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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