UTI Focused Fund vs Tata Focused Equity Fund compare
Tata Focused Equity Fund-Regular Plan-Growth
Invest NowUTI Focused Fund- Regular Plan - Growth Option
Invest NowChart Comparison
Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Fund | Tata Focused Equity Fund-Regular Plan-Growth | UTI Focused Fund- Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1848 Cr | ₹2687 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 05 Dec 2019 | 25 Aug 2021 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 32.33% | 39.82% |
Expense Ratio | 2.04 | 1.95 |
Manager | Kapil Malhotra | Deepesh Agarwal |
ISIN Code | INF277K010Y2 | INF789F1AUY5 |
Exits Load | Tata Focused Equity Fund - Regular Plan - 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 |
Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
1 Month | 0.35% | -1.16% |
6 Month | 4.4% | -1.39% |
1 Year | 18.58% | 15.22% |
3 Year | 17.07% | 13.91% |
5 Year | 18.32% | - |
Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 13.26% | 5.8% |
3 Year | 21.6% | 17.94% |
5 Year | - | - |
Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
1 Year | 23.17% | 17.21% |
3 Year | 19.75% | 16.74% |
5 Year | - | - |
Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.55% | 12.68% |
Sharp | 0.97% | 0.81% |
Beta | 0.96% | 0.83% |
Alpha | -0.29% | -1.27% |
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Get Free Experts GuidanceScheme Name | Tata Focused Equity Fund-Regular Plan-Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Name | Kapil Malhotra | Deepesh Agarwal |
Total AUM | ₹18472 Cr | ₹35015 Cr |
Fund Manage | 7 | 9 |
Tata Focused Equity Fund-Regular Plan-Growth | UTI Focused Fund- Regular Plan - Growth Option |
Scheme Name |
Tata Focused Equity Fund-Regular Plan-Growth |
UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Others | 4.67 | 1.75 |
Large Cap | 57.48 | 79.14 |
Small Cap | 16.32 | - |
Mid Cap | 21.53 | 19.08 |
Scheme Name |
Tata Focused Equity Fund-Regular Plan-Growth |
UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Others | 4.67 | 1.68 |
Energy | 12.19 | 6 |
Automobile | 8.46 | 9.01 |
Materials | 4.98 | 3.76 |
Construction | 5.14 | 3.34 |
Financial | 26.79 | 26.46 |
Healthcare | 7.47 | 5.64 |
Insurance | 2.16 | 2.49 |
Technology | 9.76 | 9.05 |
Capital Goods | 5.91 | 8.13 |
Services | 12.47 | 10.12 |
Metals & Mining | - | 1.84 |
Consumer Staples | - | 6.27 |
Communication | - | 4.28 |
Chemicals | - | 1.9 |
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