UTI Focused Fund vs 360 ONE Focused Equity Fund Regular compare
360 ONE Focused Equity Fund Regular-Growth
UTI Focused Fund- Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | 360 ONE Focused Equity Fund Regular-Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Fund | 360 ONE Focused Equity Fund Regular-Growth | UTI Focused Fund- Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹6885 Cr | ₹2563 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 24 Oct 2014 | 25 Aug 2021 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 TRI | NIFTY 500 TRI |
Turn Over | % | 39.82% |
Expense Ratio | 1.78 | 1.98 |
Manager | Mayur Patel | Deepesh Agarwal |
ISIN Code | INF579M01878 | INF789F1AUY5 |
Exits Load | 360 ONE Focused Equity Fund - 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 | 360 ONE Focused Equity Fund Regular-Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
1 Month | -1.41% | -1.63% |
6 Month | -11.4% | -10.58% |
1 Year | 6.73% | 6.57% |
3 Year | 13.43% | 13.31% |
5 Year | 16.99% | - |
SIP Return Analysis
Scheme Name | 360 ONE Focused Equity Fund Regular-Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | -7.73% | -7.45% |
3 Year | 14.28% | 13.28% |
5 Year | 17.63% | - |
Rolling Lumpsum Returns
Scheme Name | 360 ONE Focused Equity Fund Regular-Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
1 Year | 16.06% | 17.01% |
3 Year | 16.35% | 14.5% |
5 Year | 17.57% | - |
Risk Management
Scheme Name | 360 ONE Focused Equity Fund Regular-Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.676% | 13.63% |
Sharp | 0.506% | 0.547% |
Beta | 0.943% | 0.916% |
Alpha | -0.687% | 0.08% |
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Fund Managers
Scheme Name | 360 ONE Focused Equity Fund Regular-Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Name | Mayur Patel | Deepesh Agarwal |
Total AUM | ₹6984 Cr | ₹35015 Cr |
Fund Manage | 3 | 9 |
360 ONE Focused Equity Fund Regular-Growth | UTI Focused Fund- Regular Plan - Growth Option |
Market Cap
Scheme Name |
360 ONE Focused Equity Fund Regular-Growth |
UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Others | 2.39 | 1.75 |
Large Cap | 60.97 | 79.14 |
Mid Cap | 23.51 | 19.08 |
Small Cap | 13.12 | - |
Sector Allocation
Scheme Name |
360 ONE Focused Equity Fund Regular-Growth |
UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Others | 2.25 | 1.68 |
Communication | 13.39 | 4.28 |
Technology | 6.46 | 9.05 |
Construction | 4.66 | 3.34 |
Financial | 29.13 | 26.46 |
Automobile | 15.29 | 9.01 |
Services | 4.65 | 10.12 |
Metals & Mining | 3.8 | 1.84 |
Energy | 7.48 | 6 |
Chemicals | 2.51 | 1.9 |
Capital Goods | 2.45 | 8.13 |
Consumer Discretionary | 1.99 | - |
Healthcare | 2.19 | 5.64 |
Materials | 3.74 | 3.76 |
Consumer Staples | - | 6.27 |
Insurance | - | 2.49 |
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