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  • UTI Mutual Fund
  • UTI Focused Fund (G)
UTI Mutual Fund

UTI Focused Fund (G)

EquityFocused

16.5257

NAV (Sep 18)

17.922%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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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

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

Investment Objective

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

Deepesh Agarwal

Fund Manager

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 (G)70%11,29,311 3,96,69917.2%
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 2023-12-21

Top Stock Holdings

ICICI Bank Ltd.

8.2%
8.245%

HDFC Bank Ltd.

7.7%
7.71%

Infosys Ltd.

7.1%
7.129%

Trent Ltd.

4.5%
4.522%

Bharti Airtel Ltd.

4.1%
4.144%
See all holdings

Allocation by Sector

Financial

24.392995%
24.392995%

Services

10.823155%
10.823155%

Technology

10.653307%
10.653307%

Automobile

9.383943%
9.383943%

Energy

7.252264%
7.252264%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,041 cr

₹ 23,712 cr

₹ 64,222 cr

₹ 50,154 cr

₹ 17,488 cr

amc-img

About the AMC

UTI Mutual Fund

UTI Asset Management Compnay has been frated the 7th largest ASM Company by CRISIL. They manage about 11 million live folios and have a client base of 12.8%. Being a part and parcel of Unit Trust of India, the Government of India holds about 74% stake in the Company. UTI AMC Limited offers wide range of products and have been a pioneer in launching various profitable schemes.amc-img
phone-img0263 2296993
Fund NameScripbox 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)?

UTI Focused Fund (G) is a Equity 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 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.