UTI Focused Fund vs Nippon India Focused Equity Fund compare

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tortoise-icon Nippon India Focused Equity Fund -Growth Plan -Growth Option

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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 Nippon India Focused Equity Fund -Growth Plan -Growth Option UTI Focused Fund- Regular Plan - Growth Option
Fund Nippon India Focused Equity Fund -Growth Plan -Growth Option UTI Focused Fund- Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹8477 Cr ₹2687 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 26 Dec 2006 25 Aug 2021
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 59% 39.82%
Expense Ratio 1.85 1.95
Manager Vinay Sharma Deepesh Agarwal
ISIN Code INF204K01GE7 INF789F1AUY5
Exits Load Nippon India Focused Equity 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 Nippon India Focused Equity Fund -Growth Plan -Growth Option UTI Focused Fund- Regular Plan - Growth Option
1 Month -4.73% -2.91%
6 Month -8.28% -6.58%
1 Year 5.77% 10.34%
3 Year 11.49% 12.37%
5 Year 17.76% -

SIP Return Analysis

Scheme Name Nippon India Focused Equity Fund -Growth Plan -Growth Option UTI Focused Fund- Regular Plan - Growth Option
6 Month - -
1 Year -2.25% 0.09%
3 Year 13.56% 15.92%
5 Year 18.12% -

Rolling Lumpsum Returns

Scheme Name Nippon India Focused Equity Fund -Growth Plan -Growth Option UTI Focused Fund- Regular Plan - Growth Option
1 Year 10.95% 17.21%
3 Year 15.11% 16.74%
5 Year 15.75% -

Risk Management

Scheme Name Nippon India Focused Equity Fund -Growth Plan -Growth Option UTI Focused Fund- Regular Plan - Growth Option
Standard Deviation 12.79% 12.68%
Sharp 0.57% 0.81%
Beta 0.95% 0.83%
Alpha 0.02% -1.27%

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Fund Managers

Scheme Name Nippon India Focused Equity Fund -Growth Plan -Growth Option UTI Focused Fund- Regular Plan - Growth Option
Name Vinay Sharma Deepesh Agarwal
Total AUM ₹14183 Cr ₹35015 Cr
Fund Manage 3 9
Nippon India Focused Equity Fund -Growth Plan -Growth Option UTI Focused Fund- Regular Plan - Growth Option

Market Cap

Scheme Name

Nippon India Focused Equity Fund -Growth Plan -Growth Option

UTI Focused Fund- Regular Plan - Growth Option

Others 10.21 1.75
Small Cap 21.58 -
Large Cap 48.84 79.14
Mid Cap 19.37 19.08

Sector Allocation

Scheme Name

Nippon India Focused Equity Fund -Growth Plan -Growth Option

UTI Focused Fund- Regular Plan - Growth Option

Others 10.21 1.68
Cement & Cement Products 1.77 -
Petroleum Products 4.25 -
IT - Software 4.7 -
IT - Services 2.78 -
Finance 9.02 -
Banks 22.56 -
Leisure Services 6.26 -
Automobiles 6.55 -
Diversified FMCG 3.03 -
Entertainment 1.71 -
Electrical Equipment 2.28 -
Retailing 4.42 -
Healthcare Services 2.7 -
Auto Components 4.93 -
Diversified 3.97 -
Industrial Manufacturing 2.89 -
Consumer Durables 0.97 -
Capital Markets 1.92 -
Insurance 3.08 2.49
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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