UTI Focused Fund vs Quant Focused Fund compare
UTI Focused Fund- Regular Plan - Growth Option
Quant Focused Fund-Growth
Chart Comparison
Overview
Scheme Name | UTI Focused Fund- Regular Plan - Growth Option | Quant Focused Fund-Growth |
---|---|---|
Fund | UTI Focused Fund- Regular Plan - Growth Option | Quant Focused Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹2563 Cr | ₹1064 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 25 Aug 2021 | 29 Aug 2008 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 39.82% | % |
Expense Ratio | 1.98 | 2.18 |
Manager | Deepesh Agarwal | Sanjeev Sharma |
ISIN Code | INF789F1AUY5 | INF966L01374 |
Exits Load | UTI Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Quant Focused Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | UTI Focused Fund- Regular Plan - Growth Option | Quant Focused Fund-Growth |
---|---|---|
1 Month | -1.63% | -4.71% |
6 Month | -10.58% | -16.55% |
1 Year | 6.57% | -4.99% |
3 Year | 13.31% | 15.05% |
5 Year | - | 19.55% |
SIP Return Analysis
Scheme Name | UTI Focused Fund- Regular Plan - Growth Option | Quant Focused Fund-Growth |
---|---|---|
6 Month | - | - |
1 Year | -7.45% | -18.29% |
3 Year | 13.28% | 11.97% |
5 Year | - | 17.25% |
Rolling Lumpsum Returns
Scheme Name | UTI Focused Fund- Regular Plan - Growth Option | Quant Focused Fund-Growth |
---|---|---|
1 Year | 17.01% | 14.72% |
3 Year | 14.5% | 17.33% |
5 Year | - | 15.7% |
Risk Management
Scheme Name | UTI Focused Fund- Regular Plan - Growth Option | Quant Focused Fund-Growth |
---|---|---|
Standard Deviation | 13.63% | 15.933% |
Sharp | 0.547% | 0.641% |
Beta | 0.916% | 1.052% |
Alpha | 0.08% | 1.751% |
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Fund Managers
Scheme Name | UTI Focused Fund- Regular Plan - Growth Option | Quant Focused Fund-Growth |
---|---|---|
Name | Deepesh Agarwal | Sanjeev Sharma |
Total AUM | ₹35015 Cr | ₹39731 Cr |
Fund Manage | 9 | 22 |
UTI Focused Fund- Regular Plan - Growth Option | Quant Focused Fund-Growth |
Market Cap
Scheme Name |
UTI Focused Fund- Regular Plan - Growth Option |
Quant Focused Fund-Growth |
---|---|---|
Others | 1.75 | 21.74 |
Large Cap | 79.14 | 73.55 |
Mid Cap | 19.08 | - |
Small Cap | - | 4.69 |
Sector Allocation
Scheme Name |
UTI Focused Fund- Regular Plan - Growth Option |
Quant Focused Fund-Growth |
---|---|---|
Others | 1.68 | 21.74 |
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 | 4.92 |
Communication | 4.28 | - |
Chemicals | 1.9 | - |
Insurance | 2.49 | 13.77 |
Petroleum Products | - | 9.37 |
Diversified FMCG | - | 12.7 |
Cement & Cement Products | - | 8.09 |
Gas | - | 1.93 |
Food Products | - | 5.21 |
Consumer Durables | - | 4.23 |
Telecom - Services | - | 4.69 |
Power | - | 5.82 |
Finance | - | 7.51 |
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