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    • UTI Focused Equity Fund Transfer Inc Dist cum Cap Wdrl (PIDCW-A)
    UTI Mutual Fund

    UTI Focused Equity Fund Transfer Inc Dist cum Cap Wdrl (PIDCW-A)

    OtherOther

    10.3951

    NAV (Sep 23)

    4%
    Till Date CAGR
    Scripbox Opinion

    Not Reviewed yet

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    0 Years.

    Relative Size

    2,591 Cr.

    Category View

    .

    Consistency Of Performance

    .

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      Historical growth rate of 12% per annum
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      Recommended Duration > 5 years
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      No Lock-in
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    Historical NAV

    10.3951

    NAV (Sep 23)

    Fund Returns

    Last 1Y
    NA
    Last 3Y
    NA
    Last 5Y
    NA
    Last 10Y
    NA
    Since Inception
    4%
    6 Month CAGR
    NA
    info-icon-blue

    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.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Very High Risk

    Expense Ratio
    0
    Launched (0y ago)
    Aug 25, 2021
    AUM in Crores
    2590.619
    ISIN
    Lock-in
    No Lock-in
    Benchmark
    IISL Nifty 500 TR INR
    SIP Minimum
    0
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Kamal Gada

    Fund Manager

    user-avatar

    Sudhanshu Asthana

    Fund Manager

    calculator

    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.

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    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • Inflation beating returns
      Inflation beating returns
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      One click investing tracking
    comparison

    Comparison with Other Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    Principal Retirement Sav Conservative fund (G)

    ₹ 1 cr

    0

    ₹ 188 cr

    0

    ₹ 14 cr

    0

    ₹ 980 cr

    0

    ₹ 6 cr

    0

    amc-icon

    About the AMC

    UTI Asset Management Company Ltd

    UTI Asset Management Co Ltd manages assets worth 174,991 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 59 equity,485 debt and 34 hybrid funds.

    amc-img

  • tel-amc-about
    022-62278000
  • mail-amc-about
    invest@utico.in
  • Fund NameScripbox Opinion
    Till Date CAGR

    UTI Nifty Index Fund (G)

    recommended-badge

    17.9%

    12.2%

    top-ranked-badge

    17.9%

    12.2%

    top-ranked-badge

    17.9%

    12.2%

    top-ranked-badge

    4.2%

    7.1%

    top-ranked-badge

    3.5%

    7.2%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

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    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About UTI Focused Equity Fund Transfer Inc Dist cum Cap Wdrl (PIDCW-A)

    About UTI Focused Equity Fund Transfer Inc Dist cum Cap Wdrl (PIDCW-A)

    UTI Focused Equity Fund Transfer Inc Dist cum Cap Wdrl (PIDCW-A) is a Other Other fund and has delivered an annualised return of 4% over a period of 0 years. . The fund is managed by UTI Asset Management Co Ltd. The fund managers are Kamal Gada, Sudhanshu Asthana

    UTI Focused Equity Fund Transfer Inc Dist cum Cap Wdrl (PIDCW-A) 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. . However, there is no assurance that the objective of the scheme will be realized.

    UTI Focused Equity Fund Transfer Inc Dist cum Cap Wdrl (PIDCW-A) NAV,AUM,Risk

    The UTI Focused Equity Fund Transfer Inc Dist cum Cap Wdrl (PIDCW-A) fund was launched on Aug 25, 2021. The NAV (Net Asset Value) of this Other Other fund as of 2021-09-23 is ₹10.40. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹2590.619. The category risk of the UTI Focused Equity Fund Transfer Inc Dist cum Cap Wdrl (PIDCW-A) fund is Very High Risk. The fund charges null % as expense ratio.

    UTI Focused Equity Fund Transfer Inc Dist cum Cap Wdrl (PIDCW-A) Holdings

    The fund’s highest allocation is towards Others and has invested 63% in this asset class. The top three holdings of the fund are , net current assets , hdfc bank ltd , larsen & toubro infotech ltd , tata consultancy services ltd , aavas financiers ltd , 3m india ltd , ambuja cements ltd , mindtree ltd , bharti airtel ltd , marico ltd , icici bank ltd , godrej consumer products ltd , max financial services ltd , dabur india ltd , ashok leyland ltd , indusind bank ltd , abb india ltd , v-guard industries ltd , united breweries ltd , bajaj finance ltd , cipla ltd , havells india ltd , divi's laboratories ltd , icici lombard general insurance co ltd , jubilant foodworks ltd , trent ltd , phoenix mills ltd , tata motors ltd , stock holding corpn of india ltd std - 21 daysmargin deposit , procter & gamble health ltd , sundaram fasteners ltd

    UTI Focused Equity Fund Transfer Inc Dist cum Cap Wdrl (PIDCW-A) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹null 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.

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