- Mutual Funds
- UTI Mutual Fund
- UTI Focussed Equity Fund Series IV (PIDCW-A)
UTI Focussed Equity Fund Series IV (PIDCW-A)
₹ 10.2531
NAV (Oct 06)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 10.2531
NAV (Oct 6)
Fund Returns
Last 1Y | 12.1% |
Last 3Y | 0.7% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 0.8% |
6 Month CAGR | 39.2% |
Scheme Information
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.
Expense Ratio | 0 |
Launched (7y ago) | Sep 28, 2017 |
AUM in Crores | 357.043 |
ISIN | INF789FC1T11 |
Lock-in | No Lock-in |
Benchmark | S&P BSE 200 India TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 21.7 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| UTI Focussed Equity Fund Series IV (PIDCW-A) | 7,44,807 | 12,195 | 0.7% | |
| 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.
Asset allocation and Holdings
Top Stock Holdings
Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 14,075 cr | ||
₹ 17,313 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
UTI Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.5% | 6.9% | ||
5.8% | 7.3% | ||
16.5% | 11.9% | ||
5.5% | 6.8% | ||
19.3% | 15.2% |
UTI Focussed Equity Fund Series IV (PIDCW-A) Review
UTI Focussed Equity Fund Series IV (PIDCW-A) is a Diversified Equity fund and has delivered an annualised return of 0.8% over a period of 6 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 IV (PIDCW-A) as of 10/6/2020 is ₹10.25 with the total AUM as of 4/20/2024 is ₹357.043. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Focussed Equity Fund Series IV (PIDCW-A) was launched on Sep 28, 2017. The category risk of the fund is Moderately High Risk.
The minimum SIP amount for UTI Focussed Equity Fund Series IV (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 Focussed Equity Fund Series IV (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 S&P BSE 200 India TR INR.
UTI Focussed Equity Fund Series IV (PIDCW-A) is rated as a 0 fund in Equity and delivered 12.1% 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 IV (PIDCW-A).
Frequently Asked Questions
What is UTI Focussed Equity Fund Series IV (PIDCW-A)?
How to invest in UTI Focussed Equity Fund Series IV (PIDCW-A)?
You can invest in UTI Focussed Equity Fund Series IV (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 Focussed Equity Fund Series IV (PIDCW-A)?
The minimum sip amount for UTI Focussed Equity Fund Series IV (PIDCW-A) is ₹0. You can invest in multiples of ₹5000.
Is UTI Focussed Equity Fund Series IV (PIDCW-A) good to invest in?
As per Scripbox experts, UTI Focussed Equity Fund Series IV (PIDCW-A) is a Not Reviewed Yet fund. You can investUTI Focussed Equity Fund Series IV (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 Focussed Equity Fund Series IV (PIDCW-A)?
The expense ratio of the UTI Focussed Equity Fund Series IV (PIDCW-A) is % for regular plan.