UTI Focused Fund vs Tata Focused Equity Fund compare
Tata Focused Equity Fund-Regular Plan-Growth
UTI Focused Fund- Regular Plan - Growth Option
Chart 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) | ₹1816 Cr | ₹2739 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 | 1.94 |
| Manager | Kapil Malhotra | Deepesh Agarwal |
| ISIN Code | INF277K010Y2 | INF789F1AUY5 |
| Exits Load | For units in excess of 12% of the investment,1% will be charged for redemption within 365 Days./365 | Exit load of 1% if redeemed within 365 days./365 |
| Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.98% | 3.3% |
| 6 Month | 18.2% | 22.04% |
| 1 Year | 40.74% | 40.5% |
| 3 Year | 19.04% | 17.3% |
| 5 Year | - | - |
| Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 14.36% | 16.06% |
| 3 Year | 35.49% | 35.77% |
| 5 Year | 64.44% | 35.77% |
| Scheme Name | Tata Focused Equity Fund-Regular Plan-Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 24.31% | 17.18% |
| 3 Year | 54.89% | 40.53% |
| 5 Year | 73.86% | 40.53% |
| 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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| Scheme 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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