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 Risk	Very High Risk
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	-2.27%	-1.63%
6 Month	-11.02%	-10.58%
1 Year	4.1%	6.57%
3 Year	13.38%	13.31%
5 Year	16.12%	-

Scheme Name	Tata Focused Equity Fund-Regular Plan-Growth	UTI Focused Fund- Regular Plan - Growth Option
6 Month	-	-
1 Year	-8.26%	-7.45%
3 Year	13.65%	13.28%
5 Year	17.01%	-

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
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	2.62	1.75
Large Cap	56.27	79.14
Small Cap	25.04	-
Mid Cap	16.07	19.08

Scheme Name	Tata Focused Equity Fund-Regular Plan-Growth	UTI Focused Fund- Regular Plan - Growth Option
Others	2.62	1.68
Petroleum Products	3.62	-
Auto Components	5.32	-
Construction	10.06	3.34
Banks	22.3	-
Healthcare Services	1.99	-
Insurance	1.94	2.49
Finance	2.1	-
Entertainment	2.22	-
Agricultural, Commercial & Construction Vehicles	3.01	-
Consumer Durables	5.43	-
Pharmaceuticals & Biotechnology	5.39	-
Cement & Cement Products	2.15	-
Realty	2.3	-
Retailing	8.36	-
IT - Software	8.45	-
Commercial Services & Supplies	3.97	-
Power	6.08	-
Leisure Services	2.69	-
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
Communication	-	4.28
Chemicals	-	1.9