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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) | ₹1847 Cr | ₹2590 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 | -0.32% | -2.08% |
| 6 Month | 9.3% | 6.53% |
| 1 Year | -0.64% | -2.21% |
| 3 Year | 15.3% | 13.63% |
| 5 Year | 20.2% | - |
SIP Return Analysis
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.28% | 1.47% |
| 1 Year | 2.71% | 0.27% |
| 3 Year | 13.36% | 12.2% |
| 5 Year | 14.78% | - |
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 | 13.16% | 13.04% |
| Sharp | 0.73% | 0.65% |
| Beta | 0.93% | 0.91% |
| Alpha | 0.20% | -0.68% |
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 |
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