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  • UTI Mutual Fund
  • UTI Focused Equity Fund (Growth)
UTI Mutual Fund

UTI Focused Equity Fund (Growth)

EquityDiversified

10.5492

NAV (Dec 06)

4.3%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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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

10.5492

NAV (Dec 6)

Fund Returns

Last 1Y

5.7%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

4.3%

6 Month CAGR

13%

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

1.83

Launched (1y ago)

Aug 25, 2021

AUM in Crores

2800.204

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

Vishal Chopda

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-12-06

Top Stock Holdings

icici bank ltd

8.7%
8.7%

hdfc bank ltd

8%
8%

tata consultancy services ltd

6%
6%

larsen & toubro infotech ltd

4.3%
4.3%

tata motors ltd

3.8%
3.8%
See all holdings

Allocation by Sector

financial services

30.3%
30.3%

consumer cyclical

19.2%
19.2%

consumer defensive

11.8%
11.8%

technology

10.3%
10.3%

healthcare

7.5%
7.5%
See all sectors

Compare UTI Focused Equity Fund (Growth)

Fund NameFund SizeOutperformance Consistency
DSP Tax Saver Fund (G)
DSP Tax Saver Fund (G)

₹ 10,427 cr

₹ 4,865 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 190,891 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 60 equity,488 debt and 31 hybrid funds.

amc-img

  • 022-62278000
  • invest@utico.in
  • Fund NameScripbox Opinion
    Till Date CAGR

    4.1%

    6.8%

    17%

    11.8%

    3.9%

    6.7%

    17.8%

    14.6%

    16.9%

    15.7%

    UTI Focused Equity Fund (G) Review

    UTI Focused Equity Fund (G) is a Diversified Equity fund and has delivered an annualised return of 4.3% over a period of 1 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 12/6/2022 is ₹10.55 with the total AUM as of 12/7/2022 is ₹2800.204. 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 5.7% 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)?

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

    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 1.83% for regular plan.