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) | ₹7642 Cr | ₹2739 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 05 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 | 1.94 |
| Manager | Dhaval Joshi | Deepesh Agarwal |
| ISIN Code | INF209K01462 | INF789F1AUY5 |
| Exits Load | Exit load of 1%, if redeemed within 90 days./365 | Exit load of 1% if redeemed within 365 days./365 |
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 5.76% | 3.3% |
| 6 Month | 19.63% | 22.04% |
| 1 Year | 36.17% | 40.5% |
| 3 Year | 16.15% | 17.3% |
| 5 Year | 19.94% | - |
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 15.15% | 16.06% |
| 3 Year | 33.2% | 35.77% |
| 5 Year | 62.4% | 35.77% |
| Scheme Name | Aditya Birla Sun Life Focused Equity Fund -Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 19.79% | 17.18% |
| 3 Year | 47.91% | 40.53% |
| 5 Year | 69.28% | 40.53% |
| 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 | 0.75% | 0.81% |
| Beta | 0.92% | 0.83% |
| Alpha | -1.24% | -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 | 3.32 | 1.75 |
| Large Cap | 82.9 | 79.14 |
| Mid Cap | 11.95 | 19.08 |
| Small Cap | 1.84 | - |
| Scheme Name |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 2.93 | 1.68 |
| Communication | 5.74 | 4.28 |
| Energy | 9.17 | 6 |
| Technology | 10.52 | 9.05 |
| Materials | 3.82 | 3.76 |
| Construction | 9.13 | 3.34 |
| Consumer Staples | 6.37 | 6.27 |
| Financial | 33.34 | 26.46 |
| Healthcare | 4.04 | 5.64 |
| Automobile | 8.17 | 9.01 |
| Insurance | 2.78 | 2.49 |
| Consumer Discretionary | 4 | - |
| Metals & Mining | - | 1.84 |
| Capital Goods | - | 8.13 |
| Services | - | 10.12 |
| Chemicals | - | 1.9 |
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