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  • UTI Mutual Fund
  • UTI Focused Fund (Growth)

Formerly UTI Focused Eq Reg Gr

UTI Mutual Fund

UTI Focused Fund (Growth)

EquityDiversified

15.1493

NAV (Jun 24)

15.6%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

Scripbox Recommended Equity Funds
Want the equity funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

15.1493

NAV (Jun 24)

Fund Returns

Last 1Y
37.1%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
15.8%
6 Month CAGR
17.7%

Scheme Information

Investment Objective

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
1.94
Launched (3y ago)
Aug 25, 2021
AUM in Crores
2564.644
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

Vishal Chopda

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
UTI Focused Fund (Growth)70%18,37,235 11,04,62334.5%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-06-24

Top Stock Holdings

icici bank ltd

8.6%
8.6%

hdfc bank ltd

8.1%
8.1%

infosys ltd

5.9%
5.9%

bharti airtel ltd

4.3%
4.3%

trent ltd

4.1%
4.1%
See all holdings

Allocation by Sector

financial services

28.9%
28.9%

consumer cyclical

12.9%
12.9%

industrials

12.2%
12.2%

consumer defensive

9.9%
9.9%

technology

9.1%
9.1%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 19,454 cr

₹ 15,161 cr

₹ 22,620 cr

₹ 55,459 cr

₹ 42,669 cr

amc-img

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 230,536 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 74 equity,579 debt and 34 hybrid funds.amc-img
phone-img022-62278000
Fund NameScripbox Opinion
Till Date CAGR

5.7%

6.9%

15.2%

12.1%

6%

7.3%

5.7%

6.8%

18.6%

15.4%

UTI Focused Fund (G) Review

UTI Focused Fund (G) is a Diversified Equity fund and has delivered an annualised return of 15.6% 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 6/24/2024 is ₹15.15 with the total AUM as of 6/25/2024 is ₹2564.644. 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 34.5% 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)?

UTI Focused Fund (G) is a Diversified Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

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 1.94% for regular plan.