UTI Focused Fund vs Tata Focused Equity Fund compare

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Tata Focused Equity Fund-Regular Plan-Growth

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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	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)	₹1739 Cr	₹2563 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	1.98
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	3.54%	5.11%
6 Month	-12.81%	-12.28%
1 Year	2.29%	4.39%
3 Year	12.06%	13.64%
5 Year	25.97%	-

Scheme Name	Tata Focused Equity Fund-Regular Plan-Growth	UTI Focused Fund- Regular Plan - Growth Option
6 Month	-7.34%	-3.75%
1 Year	-12.21%	-8.97%
3 Year	12.86%	13.31%
5 Year	15.85%	-

Scheme Name	Tata Focused Equity Fund-Regular Plan-Growth	UTI Focused Fund- Regular Plan - Growth Option
1 Year	22.62%	17.01%
3 Year	19.32%	14.5%
5 Year	18.37%	-

Scheme Name	Tata Focused Equity Fund-Regular Plan-Growth	UTI Focused Fund- Regular Plan - Growth Option
Standard Deviation	14.255%	13.63%
Sharp	0.518%	0.547%
Beta	0.995%	0.916%
Alpha	-0.625%	0.08%

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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
Funds Managed	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	4.77	2.2
Large Cap	58.06	74.03
Small Cap	20.69	1.79
Mid Cap	16.49	21.98

Scheme Name	Tata Focused Equity Fund-Regular Plan-Growth	UTI Focused Fund- Regular Plan - Growth Option
Others	4.77	2.2
Energy	4.04	2.9
Consumer Cyclical	16.91	11.33
Industrials	13.18	10.39
Financial Services	28.27	32.25
Healthcare	7.4	5.83
Communication Services	1.99	5.15
Basic Materials	2.32	5.06
Real Estate	2.06	2.62
Technology	12.7	11.08
Utilities	6.35	4.04
Consumer Defensive	-	7.15