Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

UTI Focused Fund vs Tata Focused Equity Fund compare

Link copied to clipboard!

tortoise-icon Tata Focused Equity Fund-Regular Plan-Growth

Invest Now

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

Invest Now

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

Trailing Lumpsum Returns

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth UTI Focused Fund- Regular Plan - Growth Option
1 Month 3.19% 2.91%
6 Month -6.3% -3.65%
1 Year 5.82% 6.95%
3 Year 14.33% 15.26%
5 Year 23.47% -

SIP Return Analysis

Scheme Name Tata Focused Equity Fund-Regular Plan-Growth UTI Focused Fund- Regular Plan - Growth Option
6 Month -0.75% 1.58%
1 Year -7.56% -4.55%
3 Year 14.09% 14.42%
5 Year 16.16% -

Rolling Lumpsum Returns

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% -

Risk Management

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

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

Market Cap

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

Sector Allocation

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

Top Comparisons

Motilal Oswal Small Cap Fund - Regular (G) Motilal Oswal Small Cap Fund - Regular (G)

3Y Returns0%

VS

Axis Small Cap Fund Regular Growth Axis Small Cap Fund Regular Growth

3Y Returns16.92%

Compare Now

BANDHAN Credit Risk Fund - Regular Plan Growth BANDHAN Credit Risk Fund - Regular Plan Growth

3Y Returns6.33%

VS

Axis Credit Risk Fund - Regular Plan - Growth Axis Credit Risk Fund - Regular Plan - Growth

3Y Returns7.07%

Compare Now

Motilal Oswal Large and Midcap Fund - Regular Plan Growth Motilal Oswal Large and Midcap Fund - Regular Plan Growth

3Y Returns24.03%

VS

LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund Regular-Growth

3Y Returns14.84%

Compare Now

ITI Banking and Financial Services Fund Regular - Growth ITI Banking and Financial Services Fund Regular - Growth

3Y Returns15.36%

VS

Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option

3Y Returns18.51%

Compare Now
Add to Cart Successfully