UTI Focused Fund vs Aditya Birla Sun Life Focused Equity Fund compare

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Aditya Birla Sun Life Focused Equity Fund -Growth Option

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UTI Focused Fund- Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	UTI Focused Fund- Regular Plan - Growth Option
Fund	Aditya Birla Sun Life Focused Equity Fund -Growth Option	UTI Focused Fund- Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹7354 Cr	₹2563 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	24 Oct 2005	25 Aug 2021
Category	Focused	Focused
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	45%	39.82%
Expense Ratio	1.82	1.98
Manager	Dhaval Joshi	Deepesh Agarwal
ISIN Code	INF209K01462	INF789F1AUY5
Exits Load	Aditya Birla Sun Life Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 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	Aditya Birla Sun Life Focused Equity Fund -Growth Option	UTI Focused Fund- Regular Plan - Growth Option
1 Month	-2.1%	-3.85%
6 Month	-10.04%	-15.48%
1 Year	3.81%	2.38%
3 Year	13.58%	13.82%
5 Year	17.44%	-

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	UTI Focused Fund- Regular Plan - Growth Option
6 Month	-7.87%	-9.38%
1 Year	-11.3%	-16.97%
3 Year	12.09%	10.19%
5 Year	14.19%	-

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	UTI Focused Fund- Regular Plan - Growth Option
1 Year	12.97%	17.01%
3 Year	12.3%	14.5%
5 Year	13.39%	-

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	UTI Focused Fund- Regular Plan - Growth Option
Standard Deviation	12.25%	13.63%
Sharp	0.46%	0.547%
Beta	0.9%	0.916%
Alpha	0.01%	0.08%

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Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	UTI Focused Fund- Regular Plan - Growth Option
Name	Dhaval Joshi	Deepesh Agarwal
Total AUM	₹361932 Cr	₹35015 Cr
Fund Manage	55	9
	Aditya Birla Sun Life Focused Equity Fund -Growth Option	UTI Focused Fund- Regular Plan - Growth Option

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	UTI Focused Fund- Regular Plan - Growth Option
Others	4.66638	2.20088
Large Cap	81.6157	74.02851
Mid Cap	11.88893	21.9794
Small Cap	1.82895	1.79121

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	UTI Focused Fund- Regular Plan - Growth Option
Others	1.68596	2.20088
Energy	5.44155	2.89599
Technology	12.96748	11.0753
Industrials	4.5773	10.39366
Consumer Defensive	7.51964	7.14843
Basic Materials	4.1487	5.0642
Financial Services	31.56661	32.24822
Healthcare	3.49544	5.82741
Consumer Cyclical	16.43838	11.33394
Real Estate	2.79434	2.62159
Communication Services	5.53411	5.15183
Utilities	3.83045	4.03855