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UTI Focused Fund vs Tata Focused Equity Fund compare
Tata Focused Equity Fund-Regular Plan-Growth
UTI Focused Fund- Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Fund | Tata Focused Equity Fund-Regular Plan-Growth | UTI Focused Fund- Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1739 Cr | ₹2563 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 Equity Fund-Regular Plan-Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.47% | 1.71% |
| 6 Month | -6.07% | -1.98% |
| 1 Year | 2.37% | 2.63% |
| 3 Year | 19.16% | 19.31% |
| 5 Year | 22.79% | - |
SIP Return Analysis
| Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 5.62% | 6.29% |
| 1 Year | -0.48% | 3.07% |
| 3 Year | 14.36% | 14.98% |
| 5 Year | 15.72% | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 20.84% | 15.34% |
| 3 Year | 18.86% | 14.49% |
| 5 Year | 19.02% | - |
Risk Management
| Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.255% | 13.63% |
| Sharp | 0.518% | 0.547% |
| Beta | 0.995% | 0.916% |
| Alpha | -0.625% | 0.08% |
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Fund Managers
| Scheme Name | Tata Focused Equity 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 Equity Fund-Regular Plan-Growth | UTI Focused Fund- Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Tata Focused Equity Fund-Regular Plan-Growth |
UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 4.77 | 2.2 |
| Large Cap | 58.06 | 74.03 |
| Small Cap | 20.69 | 1.79 |
| Mid Cap | 16.49 | 21.98 |
Sector Allocation
| Scheme Name |
Tata Focused Equity Fund-Regular Plan-Growth |
UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 4.77 | 2.2 |
| Energy | 4.04 | 2.9 |
| Consumer Cyclical | 16.91 | 11.33 |
| Industrials | 13.18 | 10.39 |
| Financial Services | 28.27 | 32.25 |
| Healthcare | 7.4 | 5.83 |
| Communication Services | 1.99 | 5.15 |
| Basic Materials | 2.32 | 5.06 |
| Real Estate | 2.06 | 2.62 |
| Technology | 12.7 | 11.08 |
| Utilities | 6.35 | 4.04 |
| Consumer Defensive | - | 7.15 |
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