- Mutual Funds
- UTI Mutual Fund
- UTI Focused Fund (Growth)
Formerly UTI Focused Eq Reg Gr
UTI Focused Fund (Growth)
₹ 13.5827
NAV (Apr 18)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 13.5827
NAV (Apr 18)
Fund Returns
Last 1Y | 34.7% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 12.3% |
6 Month CAGR | 14.8% |
Scheme Information
The investment objective of the scheme is to generate long term capital appreciation by investing in equity & equity related instruments of maximum 30 stocks across market caps. However,there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Expense Ratio | 1.98 |
Launched (3y ago) | Aug 25, 2021 |
AUM in Crores | 2480.932 |
ISIN | INF789F1AUY5 |
Lock-in | No Lock-in |
Benchmark | Nifty 500 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| UTI Focused Fund (Growth) | 18,48,157 | 11,15,545 | 34.7% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
icici bank ltd
8.8%hdfc bank ltd
7.9%tata consultancy services ltd
6.1%tata motors ltd
5%indusind bank ltd
4.4%Allocation by Sector
financial services
30.3%consumer cyclical
15.4%consumer defensive
10.8%technology
9.7%industrials
9.5%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 14,075 cr | ||
₹ 17,313 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
UTI Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.5% | 6.9% | ||
5.8% | 7.3% | ||
15.5% | 11.9% | ||
5.5% | 6.8% | ||
18.7% | 15.1% |
UTI Focused Fund (G) Review
UTI Focused Fund (G) is a Diversified Equity fund and has delivered an annualised return of 12.3% over a period of 2 years. The fund was previously known as UTI Focused Eq Reg Gr. The fund is managed by UTI Asset Management Co Ltd. The fund manager’s name is Vishal Chopda.
Nav of UTI Focused Fund (G) as of 4/18/2024 is ₹13.58 with the total AUM as of 4/19/2024 is ₹2480.932. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Focused Fund (G) was launched on Aug 25, 2021. The category risk of the fund is Very High Risk.
The minimum SIP amount for UTI Focused Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
UTI Focused Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty 500 TR INR.
UTI Focused Fund (G) is rated as a 0 fund in Equity and delivered 34.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI Focused Fund (G).
Frequently Asked Questions
What is UTI Focused Fund (G)?
How to invest in UTI Focused Fund (G)?
You can invest in UTI Focused Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of UTI Focused Fund (G)?
The minimum sip amount for UTI Focused Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is UTI Focused Fund (G) good to invest in?
As per Scripbox experts, UTI Focused Fund (G) is a Not Reviewed Yet fund. You can investUTI Focused Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the UTI Focused Fund (G)?
The expense ratio of the UTI Focused Fund (G) is 1.98% for regular plan.