- Mutual Funds
- UTI Mutual Fund
- UTI Focused Fund (G)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 16.5257
NAV (Sep 18)
Fund Returns
Last 1Y | 36.3% |
Last 3Y | 17.2% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 17.9% |
6 Month CAGR | 24.4% |
Scheme Information
The scheme seeks to generate long term capital appreciation by investing in equity & equity related instruments of maximum 30 stocks across market caps.
Expense Ratio | 1.92 |
Launched (0y ago) | 1.92 |
AUM in Crores | 2879.9 |
ISIN | INF789F1AUY5 |
Lock-in | |
Benchmark | NIFTY 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | |
Beta | NaN |
Sharpe Ratio | NaN |
YTM |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| UTI Focused Fund (G) | 11,29,311 | 3,96,699 | 17.2% | |
| 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.
8.2%HDFC Bank Ltd.
7.7%Infosys Ltd.
7.1%Trent Ltd.
4.5%Bharti Airtel Ltd.
4.1%Allocation by Sector
Financial
24.392995%Services
10.823155%Technology
10.653307%Automobile
9.383943%Energy
7.252264%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,041 cr | ||
₹ 23,712 cr | ||
₹ 64,222 cr | ||
₹ 50,154 cr | ||
₹ 17,488 cr |
About the AMC
UTI Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6.289% | 7.257% | ||
5.924% | 6.796% | ||
6.02% | 6.856% | ||
18.179% | 15.412% | ||
23.115% | 14.303% |
UTI Focused Fund (G) Review
UTI Focused Fund (G) is a Equity Equity fund and has delivered an annualised return of 17.922% over a period of 3 years. The fund is managed by UTI Mutual Fund. The fund manager’s name is [object Object],[object Object].
Nav of UTI Focused Fund (G) as of 9/18/2024 is ₹16.53 with the total AUM as of 9/19/2024 is ₹2879.869. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Focused Fund (G) was launched on 2021-08-25. The category risk of the fund is Below Average.
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 Total Return Index.
UTI Focused Fund (G) is rated as a null fund in Equity and delivered 36.32% 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 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 1.92% for regular plan.