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UTI Focussed Equity Fund Series IV (Growth)

Returns (1yr)
16.4 %
Latest NAV
10.31

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Long Term Wealth
Inflation Beating Returns

Fund Information

as on 14th of August, 08:59 AM

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 Schemes' objectives will be achieved.

Fund Managers

  • profile-pic
    Kamal Gada
    profile-pic
    Sachin Trivedi
    profile-pic
    Vetri Subramaniam
  • expense-ratio
    Expense Ratio
    0.0
    benchmark
    Benchmark
    S&P BSE 200 India TR INR
  • Aum image
    AUM
    ₹ 346.57 Crores
    ISIN
    ISIN
    INF789FC1T29
  • Category Risk:

    Moderately High risk

Holding Information

as on 14th of August, 08:59 AM

Top Holding

Infosys Ltd
9%
Multi Commodity Exchange Of India Ltd
8%
Ipca Laboratories Ltd
7%
Icici Bank Ltd
6%
Gujarat Gas Ltd
5%

Top Sectors

Financial Services
24%
Healthcare
21%
Consumer Cyclical
16%
Technology
9%
Utilities
8%

Allocation

Equity
97%
Others
3%
Debt
0%

Investment Return Calculator

as on 14th of August, 08:59 AM
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  • Mutual Fund(Equity)

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. Past performance is not an indicator of future returns.

Transaction

as on 14th of August, 08:59 AM
Minimum SIP Amount
0
Minimum Lumpsum Amount
5000
Lumpsum Multiple
100
SIP Multiple
100

About the Fund

UTI Focussed Equity Fund Series IV Regular Growth is a Diversified Equity fund and has delivered an annualised return of 0.0% over a period of 5 years. The fund is managed by UTI Asset Management Company Ltd. The fund managers names are Kamal Gada, Sachin Trivedi, Vetri Subramaniam. 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 Schemes' objectives will be achieved. The fund charges 0.0%. The minimum SIP amount for this is ₹0. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.