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) ₹3674 Cr ₹2739 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 05 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 1.94
Manager Arjun Khanna Deepesh Agarwal
ISIN Code INF174KA1EK3 INF789F1AUY5
Exits Load Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days./365 Exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option UTI Focused Fund- Regular Plan - Growth Option
1 Month -6.21% -7.8%
6 Month 5.27% 4.34%
1 Year 26.18% 22.16%
3 Year 11.77% 12.07%
5 Year 16.87% -

SIP Return Analysis

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option UTI Focused Fund- Regular Plan - Growth Option
6 Month - -
1 Year 17.96% 14.11%
3 Year 19.93% 19.93%
5 Year 19.95% -

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 1.33 1.75
Large Cap 81.84 79.14
Mid Cap 11.93 19.08
Small Cap 4.58 -

Sector Allocation

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

UTI Focused Fund- Regular Plan - Growth Option

Others 1.33 1.68
Petroleum Products 4.19 -
IT - Software 9.65 -
Personal Products 5.27 -
Construction 3.11 3.34
Banks 18.39 -
Pharmaceuticals and Biotechnology 4.19 -
Healthcare Services 2.33 -
Industrial Products 4.07 -
Gas 3.29 -
Automobiles 8.66 -
Consumer Durables 4.86 -
Aerospace and Defense 3.99 -
Telecom - Services 3.36 -
Auto Components 5.47 -
Cement and Cement Products 3.02 -
Chemicals and Petrochemicals 1.51 -
Beverages 0.97 -
Finance 3.69 -
Power 4.72 -
Retailing 3.61 -
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

BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth

3Y Returns5.28%

VS

Nippon India Hybrid Bond Fund-Growth Plan Nippon India Hybrid Bond Fund-Growth Plan

3Y Returns7.37%

Compare Now

Canara Robeco Overnight Fund - Regular Plan - Growth Option Canara Robeco Overnight Fund - Regular Plan - Growth Option

3Y Returns5.83%

VS

Sundaram Overnight Fund Regular Plan - Growth Sundaram Overnight Fund Regular Plan - Growth

3Y Returns5.79%

Compare Now

Tata Money Market Fund-Regular Plan - Growth Option Tata Money Market Fund-Regular Plan - Growth Option

3Y Returns6.49%

VS

HSBC Money Market Fund - Regular Growth HSBC Money Market Fund - Regular Growth

3Y Returns6%

Compare Now

Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan

3Y Returns7.99%

VS

Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option

3Y Returns7.07%

Compare Now
Request call back
Add to Cart Successfully