UTI Focused Fund vs Kotak Focused Equity Fund compare

Link copied to clipboard!

tortoise-icon Kotak Focused Equity Fund- Regular plan _ Growth Option

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 Kotak Focused Equity Fund- Regular plan _ Growth Option UTI Focused Fund- Regular Plan - Growth Option
Fund Kotak Focused Equity Fund- Regular plan _ Growth Option UTI Focused Fund- Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3505 Cr ₹2687 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 16 Jul 2019 25 Aug 2021
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 21.79% 39.82%
Expense Ratio 1.88 1.95
Manager Arjun Khanna Deepesh Agarwal
ISIN Code INF174KA1EK3 INF789F1AUY5
Exits Load Kotak Focused Equity Fund - Regular Plan - 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 Kotak Focused Equity Fund- Regular plan _ Growth Option UTI Focused Fund- Regular Plan - Growth Option
1 Month 0.57% 0.32%
6 Month -0.24% -1.21%
1 Year 17.62% 14.9%
3 Year 13.7% 14.09%
5 Year 16.98% -

SIP Return Analysis

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option UTI Focused Fund- Regular Plan - Growth Option
6 Month - -
1 Year 9.03% 5.8%
3 Year 18.06% 17.94%
5 Year 18.97% -

Rolling Lumpsum Returns

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option UTI Focused Fund- Regular Plan - Growth Option
1 Year 18.28% 17.21%
3 Year 17.7% 16.74%
5 Year 19.96% -

Risk Management

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option UTI Focused Fund- Regular Plan - Growth Option
Standard Deviation 11.68% 12.68%
Sharp 0.97% 0.81%
Beta 0.89% 0.83%
Alpha -0.21% -1.27%

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 Kotak Focused Equity Fund- Regular plan _ Growth Option UTI Focused Fund- Regular Plan - Growth Option
Name Arjun Khanna Deepesh Agarwal
Total AUM ₹169639 Cr ₹35015 Cr
Fund Manage 24 9
Kotak Focused Equity Fund- Regular plan _ Growth Option UTI Focused Fund- Regular Plan - Growth Option

Market Cap

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

UTI Focused Fund- Regular Plan - Growth Option

Others 1.58 1.75
Large Cap 80.41 79.14
Mid Cap 11.56 19.08
Small Cap 6.63 -

Sector Allocation

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

UTI Focused Fund- Regular Plan - Growth Option

Others 1.58 1.68
Petroleum Products 3.87 -
IT - Software 11.77 -
Personal Products 4.86 -
Construction 2.73 3.34
Banks 19.34 -
Pharmaceuticals & Biotechnology 4.71 -
Healthcare Services 3.03 -
Automobiles 7.77 -
Industrial Products 4.35 -
Gas 2.85 -
Consumer Durables 4.55 -
Aerospace & Defense 3.37 -
Retailing 6.51 -
Telecom - Services 4.96 -
Cement & Cement Products 2.94 -
Chemicals & Petrochemicals 1.51 -
Finance 3.86 -
Power 4 -
Auto Components 1.62 -
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
Communication - 4.28
Chemicals - 1.9
Insurance - 2.49

Top Comparisons

WhiteOak Capital Special Opportunities Fund-Reg (G) WhiteOak Capital Special Opportunities Fund-Reg (G)

3Y Returns0%

VS

Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)

3Y Returns0%

Compare Now

Kotak ELSS Tax Saver Fund-Scheme-Growth Kotak ELSS Tax Saver Fund-Scheme-Growth

3Y Returns19.09%

VS

Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth

3Y Returns13.99%

Compare Now

HDFC Balanced Advantage Fund - Growth Plan HDFC Balanced Advantage Fund - Growth Plan

3Y Returns22.12%

VS

UTI Balanced Advantage Fund - Regular (G) UTI Balanced Advantage Fund - Regular (G)

3Y Returns0%

Compare Now

SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth

3Y Returns13.01%

VS

Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth

3Y Returns19.76%

Compare Now
Request call back
Add to Cart Successfully