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  • UTI Mutual Fund
  • UTI Focussed Equity Fund Series 1 (Growth)
UTI Mutual Fund

UTI Focussed Equity Fund Series 1 (Growth)

EquityDiversified

14.3308

NAV (Sep 07)

7.8%
5 Year 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

14.3308

NAV (Sep 7)

Fund Returns

Last 1Y
13.8%
Last 3Y
2.2%
Last 5Y
7.8%
Last 10Y
NA
Since Inception
6.2%
6 Month CAGR
2.1%

Scheme Information

Investment Objective

The primary objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of listed companies. The scheme will without any capitalization bias endeavor to invest in either growth stocks or value stocks or both. The Scheme will normally hold upto 30 stocks in the portfolio. The Scheme does not guarantee/indicate any returns. There can be no assurance that the Scheme's objectives will be achieved.

Expense Ratio
0
Launched (10y ago)
Sep 04, 2014
AUM in Crores
100.483
ISIN
INF789FC1Q48
Lock-in
No Lock-in
Benchmark
S&P BSE 200 India TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
22
Standard Deviation (5yr)
19.5
Beta (3yr)
0
Beta (5yr)
1
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0.11
YTM
0
Fund Managers

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
UTI Focussed Equity Fund Series 1 (Growth)70%8,85,115 1,52,5037.8%
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 2020-09-07

Top Stock Holdings

See all holdings

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 21,301 cr

₹ 16,756 cr

₹ 14,147 cr

₹ 12,185 cr

₹ 9,977 cr

amc-img

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 219,967 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 74 equity,579 debt and 34 hybrid funds.amc-img
phone-img022-62278000
Fund NameScripbox Opinion
Till Date CAGR

5.4%

6.8%

5.7%

7.3%

16%

11.9%

18.8%

15.1%

11.6%

9.4%

UTI Focussed Equity Fund Series 1 (G) Review

UTI Focussed Equity Fund Series 1 (G) is a Diversified Equity fund and has delivered an annualised return of 6.2% over a period of 9 years. The fund is managed by UTI Asset Management Co Ltd. The fund manager’s name is null.

Nav of UTI Focussed Equity Fund Series 1 (G) as of 9/7/2020 is ₹14.33 with the total AUM as of 3/28/2024 is ₹100.483. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Focussed Equity Fund Series 1 (G) was launched on Sep 04, 2014. The category risk of the fund is High Risk.

The minimum SIP amount for UTI Focussed Equity Fund Series 1 (G) 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 Focussed Equity Fund Series 1 (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 S&P BSE 200 India TR INR.

UTI Focussed Equity Fund Series 1 (G) is rated as a 0 fund in Equity and delivered 13.8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI Focussed Equity Fund Series 1 (G).

Frequently Asked Questions

What is UTI Focussed Equity Fund Series 1 (G)?

UTI Focussed Equity Fund Series 1 (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 Focussed Equity Fund Series 1 (G)?

You can invest in UTI Focussed Equity Fund Series 1 (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 Focussed Equity Fund Series 1 (G)?

The minimum sip amount for UTI Focussed Equity Fund Series 1 (G) is ₹0. You can invest in multiples of ₹5000.

Is UTI Focussed Equity Fund Series 1 (G) good to invest in?

As per Scripbox experts, UTI Focussed Equity Fund Series 1 (G) is a Not Reviewed Yet fund. You can investUTI Focussed Equity Fund Series 1 (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 Focussed Equity Fund Series 1 (G)?

The expense ratio of the UTI Focussed Equity Fund Series 1 (G) is % for regular plan.