UTI Focused Fund vs Aditya Birla Sun Life Focused Equity Fund compare
Aditya Birla Sun Life Focused Equity Fund -Growth Option
UTI Focused Fund- Regular Plan - Growth Option
Chart Comparison
| 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) | ₹7729 Cr | ₹2687 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 | 1.95 |
| 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 | -0.68% | -0.74% |
| 6 Month | 3.53% | -1.65% |
| 1 Year | 21.08% | 15.71% |
| 3 Year | 14.43% | 14.08% |
| 5 Year | 16.57% | - |
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 11.08% | 5.8% |
| 3 Year | 19.16% | 17.94% |
| 5 Year | 19.01% | - |
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.77% | 17.21% |
| 3 Year | 12.19% | 16.74% |
| 5 Year | 13.25% | - |
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.25% | 12.68% |
| Sharp | 0.66% | 0.81% |
| Beta | 0.93% | 0.83% |
| Alpha | -0.79% | -1.27% |
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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 | 5.17 | 1.75 |
| Large Cap | 79.66 | 79.14 |
| Mid Cap | 12.51 | 19.08 |
| Small Cap | 2.27 | - |
| Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 5.17 | 1.68 |
| Petroleum Products | 4.8 | - |
| IT - Software | 12.49 | - |
| Construction | 4.42 | 3.34 |
| Diversified FMCG | 1.61 | - |
| Non - Ferrous Metals | 1.7 | - |
| Banks | 23.64 | - |
| Pharmaceuticals & Biotechnology | 4.3 | - |
| Automobiles | 7.91 | - |
| Insurance | 5.47 | 2.49 |
| Agricultural Food & other Products | 2.05 | - |
| Realty | 2.5 | - |
| Consumer Durables | 4.26 | - |
| Finance | 4.67 | - |
| Telecom - Services | 5.39 | - |
| Cement & Cement Products | 1.74 | - |
| Power | 4.59 | - |
| Beverages | 2.9 | - |
| Financial | - | 26.46 |
| Energy | - | 6 |
| Materials | - | 3.76 |
| Technology | - | 9.05 |
| Healthcare | - | 5.64 |
| Metals & Mining | - | 1.84 |
| Consumer Staples | - | 6.27 |
| Automobile | - | 9.01 |
| Capital Goods | - | 8.13 |
| Services | - | 10.12 |
| Communication | - | 4.28 |
| Chemicals | - | 1.9 |
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