UTI Focused Fund vs HDFC Focused 30 Fund compare

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tortoise-icon HDFC Focused 30 Fund - GROWTH PLAN

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tortoise-icon 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 Very High
Asset Size (Cr) ₹13127 Cr ₹2739 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 05 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 1.68 1.94
Manager Dhruv Muchhal Deepesh Agarwal
ISIN Code INF179K01574 INF789F1AUY5
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN UTI Focused Fund- Regular Plan - Growth Option
1 Month 0.76% 3.3%
6 Month 18.32% 22.04%
1 Year 43.05% 40.5%
3 Year 28.45% 17.3%
5 Year 24.9% -

SIP Return Analysis

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN UTI Focused Fund- Regular Plan - Growth Option
6 Month - -
1 Year 19.57% 16.06%
3 Year 52.12% 35.77%
5 Year 101.93% 35.77%

Rolling Lumpsum Returns

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN UTI Focused Fund- Regular Plan - Growth Option
1 Year 26.22% 17.18%
3 Year 75.97% 40.53%
5 Year 108.9% 40.53%

Risk Management

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN UTI Focused Fund- Regular Plan - Growth Option
Standard Deviation 11.38% 12.68%
Sharp 1.69% 0.81%
Beta 0.77% 0.83%
Alpha 9.33% -1.27%

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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
Fund Manage 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

Large Cap 69.63 79.14
Others 12.85 1.75
Small Cap 13.95 -
Mid Cap 3.57 19.08

Sector Allocation

Scheme Name

HDFC Focused 30 Fund - GROWTH PLAN

UTI Focused Fund- Regular Plan - Growth Option

Banks 36.33 -
Others 9.31 1.68
Pharmaceuticals & Biotechnology 8.48 -
IT - Software 9.03 -
Insurance 3.98 2.49
Telecom - Services 3.87 -
Auto Components 2.59 -
Healthcare Services 4.88 -
Realty 5.83 -
Aerospace & Defense 2.3 -
Automobiles 4.23 -
Leisure Services 2.18 -
Consumer Durables 2.01 -
Electrical Equipment 1.35 -
Agricultural, Commercial & Construction Vehicles 1.26 -
Beverages 1.17 -
Transport Services 0.6 -
IT - Services 0.6 -
Financial - 26.46
Technology - 9.05
Communication - 4.28
Services - 10.12
Capital Goods - 8.13
Consumer Staples - 6.27
Automobile - 9.01
Construction - 3.34
Energy - 6
Materials - 3.76
Healthcare - 5.64
Chemicals - 1.9
Metals & Mining - 1.84

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