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 | 5.71% | 4.94% |
6 Month | -1.74% | -4.38% |
1 Year | 11.27% | 8.47% |
3 Year | 14.1% | 15.61% |
5 Year | 26.47% | - |
SIP Return Analysis
Scheme Name | Nippon India Focused Equity Fund -Growth Plan -Growth Option | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | 2.58% | 0.92% |
1 Year | -1.16% | -4.38% |
3 Year | 14% | 14.33% |
5 Year | 16.98% | - |
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 | 0.4% | 0.547% |
Beta | 0.9% | 0.916% |
Alpha | -0.69% | 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 | 5.95 | 2.2 |
Large Cap | 56.47 | 74.03 |
Small Cap | 16.75 | 1.79 |
Mid Cap | 20.83 | 21.98 |
Sector Allocation
Scheme Name |
Nippon India Focused Equity Fund -Growth Plan -Growth Option |
UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Others | 5.95 | 2.2 |
Energy | 5.08 | 2.9 |
Technology | 4.75 | 11.08 |
Communication Services | 2.89 | 5.15 |
Financial Services | 37.63 | 32.25 |
Basic Materials | 3.08 | 5.06 |
Consumer Cyclical | 21.99 | 11.33 |
Healthcare | 7.03 | 5.83 |
Industrials | 11.6 | 10.39 |
Consumer Defensive | - | 7.15 |
Real Estate | - | 2.62 |
Utilities | - | 4.04 |
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