UTI Focused Fund vs HDFC Focused 30 Fund compare
HDFC Focused 30 Fund - GROWTH PLAN
UTI Focused Fund- Regular Plan - Growth Option
Chart Comparison
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 | 5.96% | 6.06% |
6 Month | -6.26% | -14.72% |
1 Year | 15.57% | 5.76% |
3 Year | 23.4% | 15.23% |
5 Year | 32.66% | - |
SIP Return Analysis
Scheme Name | HDFC Focused 30 Fund - GROWTH PLAN | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | -0.48% | -3.75% |
1 Year | 2.84% | -8.97% |
3 Year | 22.27% | 13.31% |
5 Year | 25.24% | - |
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% |
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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 |
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 |
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