UTI Focused Fund vs DSP Focus Fund compare
DSP Focused Fund - Regular Plan - Growth
UTI Focused Fund- Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | DSP Focused Fund - Regular Plan - Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Fund | DSP Focused Fund - Regular Plan - Growth | UTI Focused Fund- Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹2393 Cr | ₹2563 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 10 Jun 2010 | 25 Aug 2021 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 31% | 39.82% |
Expense Ratio | 2.03 | 1.98 |
Manager | Vinit Sambre | Deepesh Agarwal |
ISIN Code | INF740K01532 | INF789F1AUY5 |
Exits Load | DSP Focus Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 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 |
Trailing Lumpsum Returns
Scheme Name | DSP Focused Fund - Regular Plan - Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
1 Month | 4.97% | 5.63% |
6 Month | -2.7% | -3.1% |
1 Year | 12.25% | 4.94% |
3 Year | 18.9% | 16.95% |
5 Year | 22.3% | - |
SIP Return Analysis
Scheme Name | DSP Focused Fund - Regular Plan - Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | 1.55% | 0.85% |
1 Year | 0.03% | -4.08% |
3 Year | 18.26% | 13.96% |
5 Year | 16.6% | - |
Rolling Lumpsum Returns
Scheme Name | DSP Focused Fund - Regular Plan - Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
1 Year | 10.03% | 17.01% |
3 Year | 12.82% | 14.5% |
5 Year | 12.41% | - |
Risk Management
Scheme Name | DSP Focused Fund - Regular Plan - Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 14.04% | 13.63% |
Sharp | 0.75% | 0.547% |
Beta | 0.96% | 0.916% |
Alpha | 2.29% | 0.08% |
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Fund Managers
Scheme Name | DSP Focused Fund - Regular Plan - Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Name | Vinit Sambre | Deepesh Agarwal |
Total AUM | ₹31142 Cr | ₹35015 Cr |
Funds Managed | 3 | 9 |
DSP Focused Fund - Regular Plan - Growth | UTI Focused Fund- Regular Plan - Growth Option |
Market Cap
Scheme Name |
DSP Focused Fund - Regular Plan - Growth |
UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Others | - | 2.2 |
Large Cap | - | 74.03 |
Mid Cap | - | 21.98 |
Small Cap | - | 1.79 |
Sector Allocation
Scheme Name |
DSP Focused Fund - Regular Plan - Growth |
UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Others | - | 2.2 |
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 |
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