TATA Focused Fund Direct Plan - Payout of Income Distribution cum capital withdrawal option 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 shows stronger long-term performance with a 3-year CAGR of 10.14% compared to UTI Focused Fund's 11.43%, but it has a lower 5-year CAGR of 9.48% versus UTI's 4.29%. While TATA has a better star rating of 3 compared to UTI's 1, it also has a lower expense ratio of 0.92% against UTI's 0.99%. Investors should consider TATA for potentially better long-term returns, but UTI offers higher recent 1-year returns despite its lower rating.
TATA Focused Fund Direct Plan - Payout of Income Distribution cum capital withdrawal option
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 |