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 -1.04% -6.7%
6 Month 15.39% 8.91%
1 Year 39.94% 28.25%
3 Year 22.95% 12.49%
5 Year 22.75% -

SIP Return Analysis

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN UTI Focused Fund- Regular Plan - Growth Option
6 Month - -
1 Year 28.04% 14.11%
3 Year 29.25% 19.93%
5 Year 29.17% -

Rolling Lumpsum Returns

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN UTI Focused Fund- Regular Plan - Growth Option
1 Year 15.41% 17.21%
3 Year 12.4% 16.74%
5 Year 11.56% -

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

Others 12.85 1.75
Large Cap 69.63 79.14
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

Others 9.31 1.68
Telecom - Services 3.87 -
IT - Software 9.03 -
Banks 36.33 -
Realty 5.83 -
Agricultural, Commercial & Construction Vehicles 1.26 -
Pharmaceuticals & Biotechnology 8.48 -
Automobiles 4.23 -
Aerospace & Defense 2.3 -
Electrical Equipment 1.35 -
Healthcare Services 4.88 -
Insurance 3.98 2.49
IT - Services 0.6 -
Transport Services 0.6 -
Consumer Durables 2.01 -
Auto Components 2.59 -
Leisure Services 2.18 -
Beverages 1.17 -
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

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