UTI Focused Fund vs HDFC Focused 30 Fund compare

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HDFC Focused 30 Fund - GROWTH PLAN

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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	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 Risk	Very High Risk
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

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	UTI Focused Fund- Regular Plan - Growth Option
1 Month	-0.22%	-1.63%
6 Month	-2.92%	-10.58%
1 Year	13.24%	6.57%
3 Year	22.48%	13.31%
5 Year	22.2%	-

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	UTI Focused Fund- Regular Plan - Growth Option
6 Month	-	-
1 Year	2.49%	-7.45%
3 Year	21.62%	13.28%
5 Year	25.33%	-

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%	-

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	UTI Focused Fund- Regular Plan - Growth Option
Standard Deviation	11.516%	13.63%
Sharp	1.24%	0.547%
Beta	0.802%	0.916%
Alpha	7.781%	0.08%

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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
Fund Manage	40	9
	HDFC Focused 30 Fund - GROWTH PLAN	UTI Focused Fund- Regular Plan - Growth Option

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	UTI Focused Fund- Regular Plan - Growth Option
Others	13.27	1.75
Large Cap	66.47	79.14
Small Cap	16.75	-
Mid Cap	3.51	19.08

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	UTI Focused Fund- Regular Plan - Growth Option
Others	13.27	1.68
Telecom - Services	3.79	-
Banks	35.37	-
Realty	4.2	-
Agricultural, Commercial & Construction Vehicles	1.33	-
Pharmaceuticals & Biotechnology	7.92	-
Automobiles	8.52	-
Aerospace & Defense	0.57	-
Leisure Services	3.01	-
Ferrous Metals	1.74	-
Electrical Equipment	1.31	-
Healthcare Services	4.36	-
Insurance	4.55	2.49
Consumer Durables	1.7	-
Auto Components	2.28	-
IT - Software	4.63	-
Beverages	1.45	-
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
Construction	-	3.34
Communication	-	4.28
Chemicals	-	1.9