- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹1813 Cr | ₹2552 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 | 1.92% | 4.37% |
| 6 Month | 15.85% | 15.1% |
| 1 Year | -5.45% | -4.55% |
| 3 Year | 15.81% | 15.07% |
| 5 Year | 19.84% | - |
SIP Return Analysis
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.9% | 3.79% |
| 1 Year | 8.22% | 9.67% |
| 3 Year | 13.85% | 14.06% |
| 5 Year | 14.8% | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 19.73% | 14.04% |
| 3 Year | 18.87% | 15.12% |
| 5 Year | 21.71% | - |
Risk Management
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.13% | 12.97% |
| Sharp | 0.62% | 0.51% |
| Beta | 0.93% | 0.91% |
| Alpha | 0.77% | -0.55% |
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 | 9.79 | 5.8 |
| Large Cap | 56.53 | 70.41 |
| Small Cap | 18.27 | 2.1 |
| Mid Cap | 15.42 | 21.69 |
Sector Allocation
| Scheme Name |
Tata Focused Fund-Regular Plan-Growth |
UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 9.79 | 1.8 |
| Energy | 4.24 | 3.76 |
| Technology | 13.58 | 9.04 |
| Consumer Cyclical | 9.41 | 10.46 |
| Industrials | 7.99 | 12.35 |
| Consumer Defensive | 1.93 | 7.55 |
| Financial Services | 26.76 | 31.59 |
| Healthcare | 15.33 | 6.04 |
| Basic Materials | 2.36 | 6 |
| Real Estate | 1.78 | 2.29 |
| Utilities | 6.83 | 4.33 |
| Communication Services | - | 4.79 |
Top Comparisons
Canara Robeco Multi Cap Fund - Regular (G)
3Y Returns0%
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option
3Y Returns19.41%
Axis Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns16.77%
Sundaram Large and Midcap Fund Regular Plan - Growth
3Y Returns15.45%
Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option
3Y Returns6.54%
HSBC Corporate Bond Fund - Regular Growth
3Y Returns7.38%
Kotak Arbitrage Fund - Growth
3Y Returns7.18%
HSBC Arbitrage Fund - Regular Growth
3Y Returns6.79%
