UTI Focused Fund vs Quant Focused Fund compare

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tortoise-icon UTI Focused Fund- Regular Plan - Growth Option

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tortoise-icon Quant Focused Fund-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Very High
Asset Size (Cr) ₹2687 Cr ₹1121 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 1.95 2.15
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 4.02% 0.99%
6 Month 2.44% -4.08%
1 Year 19.14% 18.09%
3 Year 14.95% 16.25%
5 Year - 22.09%

SIP Return Analysis

Scheme Name UTI Focused Fund- Regular Plan - Growth Option Quant Focused Fund-Growth
6 Month - -
1 Year 16.01% 5.05%
3 Year 21.39% 21.47%
5 Year - 23.02%

Rolling Lumpsum Returns

Scheme Name UTI Focused Fund- Regular Plan - Growth Option Quant Focused Fund-Growth
1 Year 17.21% 14.72%
3 Year 16.74% 17.6%
5 Year - 15.58%

Risk Management

Scheme Name UTI Focused Fund- Regular Plan - Growth Option Quant Focused Fund-Growth
Standard Deviation 12.68% 14.85%
Sharp 0.81% 1%
Beta 0.83% 0.93%
Alpha -1.27% 2.03%

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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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