Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

UTI Focused Fund vs HDFC Focused 30 Fund compare

Link copied to clipboard!

tortoise-icon HDFC Focused 30 Fund - GROWTH PLAN

Invest Now

tortoise-icon UTI Focused Fund- Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN UTI Focused Fund- Regular Plan - Growth Option
Fund HDFC Focused 30 Fund - GROWTH PLAN UTI Focused Fund- Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹15688 Cr ₹2563 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 17 Sep 2004 25 Aug 2021
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 24.96% 39.82%
Expense Ratio 1.67 1.98
Manager Dhruv Muchhal Deepesh Agarwal
ISIN Code INF179K01574 INF789F1AUY5
Exits Load HDFC Focused 30 Fund - Growth charges 1.0% of sell value; if fund sold before 365 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 HDFC Focused 30 Fund - GROWTH PLAN UTI Focused Fund- Regular Plan - Growth Option
1 Month 3.86% 4%
6 Month 0.63% -6.17%
1 Year 18.79% 8.65%
3 Year 22.68% 14.95%
5 Year 31.17% -

SIP Return Analysis

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN UTI Focused Fund- Regular Plan - Growth Option
6 Month 3.23% 0.92%
1 Year 6.95% -4.38%
3 Year 23.08% 14.33%
5 Year 25.42% -

Rolling Lumpsum Returns

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN UTI Focused Fund- Regular Plan - Growth Option
1 Year 16.01% 17.01%
3 Year 12.6% 14.5%
5 Year 11.81% -

Risk Management

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN UTI Focused Fund- Regular Plan - Growth Option
Standard Deviation 11.245% 13.63%
Sharp 1.3% 0.547%
Beta 0.756% 0.916%
Alpha 9.571% 0.08%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN UTI Focused Fund- Regular Plan - Growth Option
Name Dhruv Muchhal Deepesh Agarwal
Total AUM ₹520687 Cr ₹35015 Cr
Funds Managed 40 9
HDFC Focused 30 Fund - GROWTH PLAN UTI Focused Fund- Regular Plan - Growth Option

Market Cap

Scheme Name

HDFC Focused 30 Fund - GROWTH PLAN

UTI Focused Fund- Regular Plan - Growth Option

Others 16.06 2.2
Small Cap 13.92 1.79
Large Cap 66.22 74.03
Mid Cap 3.81 21.98

Sector Allocation

Scheme Name

HDFC Focused 30 Fund - GROWTH PLAN

UTI Focused Fund- Regular Plan - Growth Option

Others 13.91 2.2
Communication Services 3.65 5.15
Financial Services 39.06 32.25
Industrials 3.31 10.39
Healthcare 10.65 5.83
Consumer Cyclical 20.08 11.33
Basic Materials 2.77 5.06
Technology 4.43 11.08
Real Estate 2.12 2.62
Consumer Defensive 0 7.15
Energy - 2.9
Utilities - 4.04

Top Comparisons

Parag Parikh Tax Saver Fund Regular - Growth Parag Parikh Tax Saver Fund Regular - Growth

3Y Returns17.5%

VS

Sundaram Diversified Equity (ELSS) Regular Plan - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth

3Y Returns12.6%

Compare Now

HSBC NIFTY 50 INDEX FUND - Regular Growth HSBC NIFTY 50 INDEX FUND - Regular Growth

3Y Returns12.24%

VS

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

3Y Returns14.31%

Compare Now

Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option

3Y Returns16.41%

VS

Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option

3Y Returns19.8%

Compare Now

HDFC Equity Savings Fund - GROWTH PLAN HDFC Equity Savings Fund - GROWTH PLAN

3Y Returns9.71%

VS

SBI Equity Savings Fund - Regular Plan - Growth SBI Equity Savings Fund - Regular Plan - Growth

3Y Returns9.68%

Compare Now
Add to Cart Successfully