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  • UTI Focused Equity Fund (Growth)
UTI Mutual Fund

UTI Focused Equity Fund (Growth)

EquityDiversified

11.8032

NAV (Sep 22)

8.5%
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

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

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
1.95
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

Vishal Chopda

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
UTI Focused Equity Fund (Growth)70%NaN NaN%
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 2023-09-22

Top Stock Holdings

hdfc bank ltd

9.1%
9.1%

icici bank ltd

8.4%
8.4%

tata consultancy services ltd

6.5%
6.5%

indusind bank ltd

4.3%
4.3%

tata motors ltd

4.3%
4.3%
See all holdings

Allocation by Sector

financial services

32.1%
32.1%

consumer cyclical

17.3%
17.3%

consumer defensive

11.2%
11.2%

technology

10.3%
10.3%

basic materials

7.4%
7.4%
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)

₹ 11,197 cr

₹ 11,862 cr

₹ 17,630 cr

₹ 10,089 cr

₹ 9,392 cr

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 200,073 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

4.7%

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)?

UTI Focused Equity 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 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.