TATA Focused Fund Direct Plan - Reinvestment 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 demonstrates 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 1-year return of -1.34% versus UTI's 2.99%. While TATA has a slightly lower expense ratio at 0.92% compared to UTI's 0.99%, it also has a lower star rating of 3 versus UTI's rating of 1, indicating a tradeoff between performance consistency and higher AUM. Investors should consider TATA for better long-term returns despite a lower AUM, while UTI may appeal for its higher recent performance despite its lower rating.
TATA Focused Fund Direct Plan - Reinvestment 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 |