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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) | ₹1859 Cr | ₹2610 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 | -3.54% | -2.9% |
| 6 Month | -0.67% | -1.01% |
| 1 Year | 5.02% | 6.66% |
| 3 Year | 13.72% | 14.87% |
| 5 Year | 14.71% | - |
SIP Return Analysis
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.31% | -0.19% |
| 1 Year | 6.96% | 6.47% |
| 3 Year | 10.14% | 10.46% |
| 5 Year | 12.34% | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.63% | 11.23% |
| 3 Year | 18.12% | 14.92% |
| 5 Year | 19.84% | - |
Risk Management
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.55% | 12.68% |
| Sharp | 0.72% | 0.77% |
| Beta | 0.91% | 0.93% |
| Alpha | -0.98% | -0.3% |
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 | 8.24 | 10.36 |
| Large Cap | 70.39 | 69.16 |
| Small Cap | 9.88 | 1.96 |
| Mid Cap | 11.49 | 18.52 |
Sector Allocation
| Scheme Name |
Tata Focused Fund-Regular Plan-Growth |
UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 6.5 | 1.92 |
| Energy | 4.7 | 5.11 |
| Technology | 10.42 | 11.07 |
| Industrials | 9.64 | 12.84 |
| Consumer Defensive | 1.25 | 3.28 |
| Financial Services | 26.48 | 31.57 |
| Healthcare | 13.16 | 6.07 |
| Basic Materials | 7.44 | 6.18 |
| Consumer Cyclical | 11.25 | 13.17 |
| Communication Services | 0.83 | 4.03 |
| Real Estate | 2.74 | 2.84 |
| Utilities | 5.58 | 1.91 |
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