Formerly UTI Focused Eq Reg IDCW-T
₹ 13.4917
NAV (Mar 27)
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 13.4917
NAV (Mar 27)
Last 1Y | 39.7% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 12.3% |
6 Month CAGR | 14% |
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 | 1.98 |
Launched (3y ago) | Aug 25, 2021 |
AUM in Crores | 2431.227 |
ISIN | |
Lock-in | No Lock-in |
Benchmark | Nifty 500 TR INR |
SIP Minimum | 0 |
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 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
UTI Focused Fund Transfer (PIDCW-A) | 21,47,700 | 14,15,088 | 39.7% | |
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.
icici bank ltd
8.6%hdfc bank ltd
7.8%tata consultancy services ltd
6.8%tata motors ltd
5.2%trent ltd
4.3%financial services
29.8%consumer cyclical
16.6%technology
10.6%consumer defensive
10.4%industrials
9.6%Fund Name | Fund Size | Outperformance Consistency |
---|---|---|
₹ 14,147 cr | ||
₹ 16,756 cr | ||
₹ 21,301 cr | ||
₹ 12,185 cr | ||
₹ 9,977 cr |
UTI Asset Management Company Ltd
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
5.4% | 6.8% | ||
5.7% | 7.3% | ||
16% | 11.9% | ||
18.8% | 15.1% | ||
11.6% | 9.4% |
UTI Focused Fund Transfer (PIDCW-A) is a Diversified Equity fund and has delivered an annualised return of 12.3% over a period of 2 years. The fund was previously known as UTI Focused Eq Reg IDCW-T. The fund is managed by UTI Asset Management Co Ltd. The fund manager’s name is Vishal Chopda.
Nav of UTI Focused Fund Transfer (PIDCW-A) as of 3/27/2024 is ₹13.49 with the total AUM as of 3/28/2024 is ₹2431.227. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Focused Fund Transfer (PIDCW-A) was launched on Aug 25, 2021. The category risk of the fund is Very High Risk.
The minimum SIP amount for UTI Focused Fund Transfer (PIDCW-A) is ₹0 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 Transfer (PIDCW-A) 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 Transfer (PIDCW-A) is rated as a 0 fund in Equity and delivered 39.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI Focused Fund Transfer (PIDCW-A).
What is UTI Focused Fund Transfer (PIDCW-A)?
How to invest in UTI Focused Fund Transfer (PIDCW-A)?
You can invest in UTI Focused Fund Transfer (PIDCW-A) 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 Transfer (PIDCW-A)?
The minimum sip amount for UTI Focused Fund Transfer (PIDCW-A) is ₹0. You can invest in multiples of ₹5000.
Is UTI Focused Fund Transfer (PIDCW-A) good to invest in?
As per Scripbox experts, UTI Focused Fund Transfer (PIDCW-A) is a Not Reviewed Yet fund. You can investUTI Focused Fund Transfer (PIDCW-A) 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 Transfer (PIDCW-A)?
The expense ratio of the UTI Focused Fund Transfer (PIDCW-A) is 1.98% for regular plan.