₹ 14.3308
NAV (Sep 07)
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 14.3308
NAV (Sep 7)
Last 1Y | 13.8% |
Last 3Y | 2.2% |
Last 5Y | 7.8% |
Last 10Y | NA |
Since Inception | 6.2% |
6 Month CAGR | 2.1% |
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 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
UTI Focussed Equity Fund Series 1 (Growth) | 8,85,115 | 1,52,503 | 7.8% | |
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.
Fund Name | Fund Size | Outperformance Consistency |
---|---|---|
₹ 21,301 cr | ||
₹ 16,756 cr | ||
₹ 14,147 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 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).
What is UTI Focussed Equity Fund Series 1 (G)?
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.