Compare UTI Focused Fund vs HDFC Focused 30 Fund
Fund Details
Risk | Very High | Very High |
Rating | 3.0 | 5.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 1.95 | 1.68 |
NAV | ₹14.79 | ₹213.34 |
Fund Started | 04 Aug 2021 | 20 Aug 2004 |
Fund Size | ₹2686.69 Cr | ₹14968.50 Cr |
Exit Load | Exit load of 1% if redeemed within 365 days. | Exit load of 1% if redeemed within 1 year |
Returns
1 Year | 24.80% | 36.64% |
3 Year | 11.54% | 21.92% |
5 Year | - | 22.45% |
Holding Analysis
Equity | 98.41% | 83.71% |
Cash | 1.50% | 15.95% |
Top Holdings
Top 10 Holdings |
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Fund Manager
Name | Vishal Chopda | Dhruv Muchhal |
Start Date | 02 May 2022 | 14 Sep 2023 |
About Fund
Description | The scheme seeks to generate long term capital appreciation by investing in equity & equity related instruments of maximum 30 stocks across market caps. | The scheme seeks to generate long term capital appreciation/income by investing in equity & equity related instruments of up to 30 companies. |
Launch Date | 04 Aug 2021 | 20 Aug 2004 |
