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	5.07%	6.53%
6 Month	-6.38%	-8.09%
1 Year	9.51%	7.87%
3 Year	13.32%	14.04%
5 Year	21.36%	-

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	UTI Focused Fund- Regular Plan - Growth Option
6 Month	-4.38%	-3.25%
1 Year	-9.96%	-11.81%
3 Year	12.09%	11.47%
5 Year	13.74%	-

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	0.89%	0.916%
Alpha	-0.05%	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
Funds Managed	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	1.63	2.2
Large Cap	84.34	74.03
Mid Cap	12.27	21.98
Small Cap	1.58	1.79

Scheme Name	Aditya Birla Sun Life Focused Equity Fund -Growth Option	UTI Focused Fund- Regular Plan - Growth Option
Others	1.63	2.2
Petroleum Products	5.47	-
IT - Software	12.04	-
Construction	4.3	-
Diversified FMCG	1.49	-
Non - Ferrous Metals	2.73	-
Banks	21.41	-
Pharmaceuticals & Biotechnology	2.93	-
Automobiles	9.16	-
Insurance	5.08	-
Agricultural Food & other Products	2.47	-
Realty	2.79	-
Consumer Durables	3.87	-
Finance	6.62	-
Telecom - Services	5.53	-
Cement & Cement Products	1.77	-
Power	3.77	-
Retailing	3.9	-
Beverages	2.86	-
Energy	-	2.9
Industrials	-	10.39
Technology	-	11.08
Healthcare	-	5.83
Financial Services	-	32.25
Basic Materials	-	5.06
Consumer Defensive	-	7.15
Consumer Cyclical	-	11.33
Real Estate	-	2.62
Communication Services	-	5.15
Utilities	-	4.04