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

Aditya Birla Sun Life Focused Equity Fund -Growth Option

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UTI Focused Fund- Regular Plan - Growth Option

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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)	₹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	-3.64%	-3.56%
6 Month	-5.64%	-8.5%
1 Year	12.63%	11.16%
3 Year	13.25%	13.5%
5 Year	15.52%	-

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	UTI Focused Fund- Regular Plan - Growth Option
6 Month	-	-
1 Year	0.61%	-3.5%
3 Year	16.37%	15.16%
5 Year	17.16%	-

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	0.52%	0.81%
Beta	0.93%	0.83%
Alpha	-0.95%	-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