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
| 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) | ₹1848 Cr | ₹2687 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 | 1.95 |
| 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 |
| Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -7.21% | -3.45% |
| 6 Month | -6.51% | -6.77% |
| 1 Year | 9.46% | 11.03% |
| 3 Year | 13.74% | 13.26% |
| 5 Year | 16.41% | - |
| Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 1.77% | 0.09% |
| 3 Year | 17.53% | 15.92% |
| 5 Year | 19.2% | - |
| Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 23.17% | 17.21% |
| 3 Year | 19.75% | 16.74% |
| 5 Year | - | - |
| Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.55% | 12.68% |
| Sharp | 0.97% | 0.81% |
| Beta | 0.96% | 0.83% |
| Alpha | -0.29% | -1.27% |
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| 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 |
| Fund Manage | 7 | 9 |
| Tata Focused Equity Fund-Regular Plan-Growth | UTI Focused Fund- Regular Plan - Growth Option |
| Scheme Name |
Tata Focused Equity Fund-Regular Plan-Growth |
UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 4.67 | 1.75 |
| Large Cap | 57.48 | 79.14 |
| Small Cap | 16.32 | - |
| Mid Cap | 21.53 | 19.08 |
| Scheme Name |
Tata Focused Equity Fund-Regular Plan-Growth |
UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 4.67 | 1.68 |
| Energy | 12.19 | 6 |
| Automobile | 8.46 | 9.01 |
| Materials | 4.98 | 3.76 |
| Construction | 5.14 | 3.34 |
| Financial | 26.79 | 26.46 |
| Healthcare | 7.47 | 5.64 |
| Insurance | 2.16 | 2.49 |
| Technology | 9.76 | 9.05 |
| Capital Goods | 5.91 | 8.13 |
| Services | 12.47 | 10.12 |
| Metals & Mining | - | 1.84 |
| Consumer Staples | - | 6.27 |
| Communication | - | 4.28 |
| Chemicals | - | 1.9 |
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