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UTI Focused Fund vs Tata Focused Equity Fund compare
Tata Focused Fund-Regular Plan-Growth
UTI Focused Fund- Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Fund | Tata Focused Fund-Regular Plan-Growth | UTI Focused Fund- Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹1819 Cr | ₹2579 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 05 Dec 2019 | 25 Aug 2021 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 32.33% | 39.82% |
| Expense Ratio | 2.04 | 1.98 |
| Manager | Kapil Malhotra | Deepesh Agarwal |
| ISIN Code | INF277K010Y2 | INF789F1AUY5 |
| Exits Load | Tata Focused Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | UTI Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.37% | 1.77% |
| 6 Month | 5.56% | 4.66% |
| 1 Year | 2.89% | 7.16% |
| 3 Year | 14.59% | 14.81% |
| 5 Year | 18.08% | - |
SIP Return Analysis
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.26% | 1.85% |
| 1 Year | 10.85% | 10.93% |
| 3 Year | 12.75% | 13% |
| 5 Year | 13.91% | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 17.79% | 13.43% |
| 3 Year | 18.47% | 14.81% |
| 5 Year | 20.13% | - |
Risk Management
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.52% | 12.89% |
| Sharp | 0.65% | 0.64% |
| Beta | 0.91% | 0.93% |
| Alpha | -0.40% | -0.48% |
Fund Managers
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Name | Kapil Malhotra | Deepesh Agarwal |
| Total AUM | ₹18472 Cr | ₹35015 Cr |
| Funds Managed | 7 | 9 |
| Tata Focused Fund-Regular Plan-Growth | UTI Focused Fund- Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Tata Focused Fund-Regular Plan-Growth |
UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 9.03 | 7.66 |
| Large Cap | 58.64 | 68.68 |
| Small Cap | 15.38 | 2.13 |
| Mid Cap | 16.95 | 21.52 |
Sector Allocation
| Scheme Name |
Tata Focused Fund-Regular Plan-Growth |
UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 6.62 | 1.61 |
| Energy | 4.17 | 4.14 |
| Technology | 14.36 | 9.82 |
| Consumer Cyclical | 8.37 | 10.99 |
| Industrials | 10.69 | 14.4 |
| Consumer Defensive | 1.94 | 6.04 |
| Financial Services | 26.1 | 31.44 |
| Healthcare | 16.76 | 5.86 |
| Real Estate | 2.29 | 2.55 |
| Basic Materials | 2.36 | 6.28 |
| Utilities | 6.34 | 1.85 |
| Communication Services | - | 5.02 |
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