UTI Focused Fund vs Nippon India Focused Equity Fund compare
Nippon India Focused Equity Fund -Growth Plan -Growth Option
UTI Focused Fund- Regular Plan - Growth Option
Chart Comparison
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) | ₹7875 Cr | ₹2563 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 | 1.86 | 1.98 |
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 | 5.56% | 5.74% |
6 Month | -11.71% | -13.71% |
1 Year | 6.96% | 4.64% |
3 Year | 11.88% | 13.72% |
5 Year | 28.54% | - |
SIP Return Analysis
Scheme Name | Nippon India Focused Equity Fund -Growth Plan -Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | -3.17% | -3.75% |
1 Year | -7.62% | -8.97% |
3 Year | 12.2% | 13.31% |
5 Year | 16.4% | - |
Rolling Lumpsum Returns
Scheme Name | Nippon India Focused Equity Fund -Growth Plan -Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
1 Year | 11.09% | 17.01% |
3 Year | 15.06% | 14.5% |
5 Year | 16.01% | - |
Risk Management
Scheme Name | Nippon India Focused Equity Fund -Growth Plan -Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.79% | 13.63% |
Sharp | 0.43% | 0.547% |
Beta | 0.91% | 0.916% |
Alpha | -0.32% | 0.08% |
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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 |
Funds Managed | 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 | 6.92 | 2.2 |
Large Cap | 54.78 | 74.03 |
Small Cap | 16.84 | 1.79 |
Mid Cap | 21.46 | 21.98 |
Sector Allocation
Scheme Name |
Nippon India Focused Equity Fund -Growth Plan -Growth Option |
UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Others | 6.92 | 2.2 |
Energy | 5.08 | 2.9 |
Technology | 5.5 | 11.08 |
Communication Services | 3.12 | 5.15 |
Financial Services | 36.38 | 32.25 |
Basic Materials | 3.18 | 5.06 |
Consumer Cyclical | 20.65 | 11.33 |
Healthcare | 7.25 | 5.83 |
Industrials | 11.91 | 10.39 |
Consumer Defensive | - | 7.15 |
Real Estate | - | 2.62 |
Utilities | - | 4.04 |
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