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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) | ₹1866 Cr | ₹2638 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 | 1.19% | 0.24% |
| 6 Month | 2.93% | 1.24% |
| 1 Year | -2.81% | 1.46% |
| 3 Year | 13.79% | 14.47% |
| 5 Year | 16.65% | - |
SIP Return Analysis
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.91% | 2.83% |
| 1 Year | 12.56% | 12.97% |
| 3 Year | 12.52% | 12.87% |
| 5 Year | 13.72% | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 17.17% | 13.43% |
| 3 Year | 18.34% | 14.81% |
| 5 Year | 20.03% | - |
Risk Management
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.46% | 12.89% |
| Sharp | 0.59% | 0.62% |
| Beta | 0.90% | 0.94% |
| Alpha | -0.41% | -0.10% |
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 | 10.53 | 8.79 |
| Large Cap | 67.26 | 67.74 |
| Small Cap | 11.11 | 2.09 |
| Mid Cap | 11.11 | 21.37 |
Sector Allocation
| Scheme Name |
Tata Focused Fund-Regular Plan-Growth |
UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 8.02 | 1.84 |
| Energy | 4.43 | 5.05 |
| Technology | 13.26 | 11.17 |
| Consumer Cyclical | 8.09 | 13.72 |
| Industrials | 9.24 | 13.03 |
| Consumer Defensive | 1.85 | 3.04 |
| Financial Services | 27.81 | 31.94 |
| Healthcare | 12.23 | 5.93 |
| Basic Materials | 5.98 | 5.85 |
| Real Estate | 3.53 | 2.63 |
| Utilities | 5.57 | 1.8 |
| Communication Services | - | 3.98 |
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