- Mutual Funds
- UTI Mutual Fund
- UTI Focused Equity Fund (Growth)
UTI Focused Equity Fund (Growth)
₹ 11.8032
NAV (Sep 22)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 11.8032
NAV (Sep 22)
Fund Returns
Last 1Y | 13% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 8.5% |
6 Month CAGR | 21.9% |
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 | 1.95 |
Launched (2y ago) | Aug 25, 2021 |
AUM in Crores | 2291.860 |
ISIN | INF789F1AUY5 |
Lock-in | No Lock-in |
Benchmark | IISL 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
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for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| UTI Focused Equity Fund (Growth) | NaN | NaN | % | |
| 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
hdfc bank ltd
9.1%icici bank ltd
8.4%tata consultancy services ltd
6.5%indusind bank ltd
4.3%tata motors ltd
4.3%Allocation by Sector
financial services
32.1%consumer cyclical
17.3%consumer defensive
11.2%technology
10.3%basic materials
7.4%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 11,197 cr | ||
₹ 11,862 cr | ||
₹ 17,630 cr | ||
₹ 10,089 cr | ||
₹ 9,392 cr |
About the AMC
UTI Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.7% | 6.8% | ||
21.7% | 11.6% | ||
5.1% | 7.2% | ||
23.1% | 14.9% | ||
13.5% | 8.7% |
UTI Focused Equity Fund (G) Review
UTI Focused Equity Fund (G) is a Diversified Equity fund and has delivered an annualised return of 8.5% over a period of 2 years. The fund is managed by UTI Asset Management Co Ltd. The fund manager’s name is Vishal Chopda.
Nav of UTI Focused Equity Fund (G) as of 9/22/2023 is ₹11.80 with the total AUM as of 9/23/2023 is ₹2291.86. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Focused Equity 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 Equity 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 Equity 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 IISL Nifty 500 TR INR.
UTI Focused Equity Fund (G) is rated as a 0 fund in Equity and delivered 13% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI Focused Equity Fund (G).
Frequently Asked Questions
What is UTI Focused Equity Fund (G)?
How to invest in UTI Focused Equity Fund (G)?
You can invest in UTI Focused Equity 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 Equity Fund (G)?
The minimum sip amount for UTI Focused Equity Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is UTI Focused Equity Fund (G) good to invest in?
As per Scripbox experts, UTI Focused Equity Fund (G) is a Not Reviewed Yet fund. You can investUTI Focused Equity 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 Equity Fund (G)?
The expense ratio of the UTI Focused Equity Fund (G) is 1.95% for regular plan.