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) ₹8586 Cr ₹2739 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 1.84 1.94
Manager Vinay Sharma Deepesh Agarwal
ISIN Code INF204K01GE7 INF789F1AUY5
Exits Load Exit load for units more than 10% of the investments, an exit load of 1% if redeemed within 12 months./365 Exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name Nippon India Focused Equity Fund -Growth Plan -Growth Option UTI Focused Fund- Regular Plan - Growth Option
1 Month -6.71% -6.7%
6 Month 7.22% 8.91%
1 Year 21.3% 28.25%
3 Year 11.65% 12.49%
5 Year 19.55% -

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 14.25% 14.11%
3 Year 18.91% 19.93%
5 Year 21.52% -

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 0.59% 0.81%
Beta 0.95% 0.83%
Alpha -0.37% -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 4.9 1.75
Large Cap 50.73 79.14
Small Cap 21.25 -
Mid Cap 23.12 19.08

Sector Allocation

Scheme Name

Nippon India Focused Equity Fund -Growth Plan -Growth Option

UTI Focused Fund- Regular Plan - Growth Option

Others 4.25 1.68
Materials 2.94 3.76
Energy 3.95 6
Technology 9.53 9.05
Financial 34.67 26.46
Services 12.99 10.12
Consumer Staples 5 6.27
Automobile 10.28 9.01
Healthcare 3.69 5.64
Diversified 3.89 -
Capital Goods 5.02 8.13
Consumer Discretionary 1.68 -
Insurance 2.11 2.49
Metals & Mining - 1.84
Construction - 3.34
Communication - 4.28
Chemicals - 1.9

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