Tata Focused Fund-Direct Plan-Growth vs UTI Focused Fund - Direct Plan - Growth Option
Side-by-side comparison of NAV, returns, expense ratio and star rating.
TopFund Analysis
Tata Focused Fund-Direct Plan-Growth appears stronger based on its 3-year CAGR of 10.14% compared to UTI Focused Fund - Direct Plan - Growth Option's 11.43%, despite the latter showing a better 1-year return of 2.99%. However, UTI has a significantly higher AUM of ₹10476 Cr, which may indicate greater investor confidence, but it also comes with a higher expense ratio of 0.99%. Investors should consider Tata Focused Fund for better long-term growth potential, while UTI Focused Fund may appeal to those prioritizing asset size.
Tata Focused Fund-Direct Plan-Growth
Tata Mutual Fund
★★★★★
Equity · Focused
UTI Focused Fund - Direct Plan - Growth Option
Axis Mutual Fund
★★★★★
Equity · Focused
| Metric | Tata Focused Fund-Dire... | UTI Focused Fund - Dir... |
|---|---|---|
| NAV | ₹25.52 | ₹66.2 |
| Star Rating | ★★★ | ★ |
| Expense Ratio | 0.92% | 0.99% |
| AUM | ₹1,624 Cr | ₹10,476 Cr |
| 1M Return | +7.57% | +7.33% |
| 3M Return | -2.19% | +0.09% |
| 6M Return | +0.0% | +8.76% |
| 1Y Return | -1.34% | +2.99% |
| 3Y CAGR | +10.14% | +11.43% |
| 5Y CAGR | +9.48% | +4.29% |
| Risk Level | — | — |
| Fund Manager | Rupesh Patel | Jinesh Gopani |