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 | Very High |
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 | 4.39% | 4.58% |
6 Month | -12.73% | -14.66% |
1 Year | 4.28% | 3.74% |
3 Year | 13.64% | 13.32% |
5 Year | 26.75% | - |
SIP Return Analysis
Scheme Name | 360 ONE Focused Equity Fund Regular-Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | -3.26% | -3.75% |
1 Year | -9.21% | -8.97% |
3 Year | 14.76% | 13.31% |
5 Year | 17.19% | - |
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 |
Funds Managed | 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 | 4.21 | 2.2 |
Large Cap | 65.98 | 74.03 |
Small Cap | 17.27 | 1.79 |
Mid Cap | 12.53 | 21.98 |
Sector Allocation
Scheme Name |
360 ONE Focused Equity Fund Regular-Growth |
UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Others | 4.03 | 2.2 |
Communication Services | 10.29 | 5.15 |
Technology | 10.72 | 11.08 |
Industrials | 11.19 | 10.39 |
Financial Services | 32.3 | 32.25 |
Healthcare | 6.78 | 5.83 |
Consumer Cyclical | 15.74 | 11.33 |
Basic Materials | 6.33 | 5.06 |
Consumer Defensive | 1.6 | 7.15 |
Utilities | 1.01 | 4.04 |
Energy | - | 2.9 |
Real Estate | - | 2.62 |
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