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3 Year return
0Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹2579.48 Cr.
Expense Ratio
0.59% (inclusive of GST)
Exit Load
1.00% - If redeemed / switched out less than one year from the date of allotment. Nil - If redeemed / switched out greater than or equal to one year from the date of allotment.
Tax Implications
Withdrawal within 1 year
Exit load + 15% tax on gains
Withdrawal after 1 year
10% tax on gains over ₹1 Lakh per financial year
Fund Holdings
Other Holdings | % of Asset |
---|---|
IndusInd Bank | 4.13 % |
Avenue Super. | 4.12 % |
Bharti Airtel | 4.1 % |
Godrej Consumer | 3.87 % |
Maruti Suzuki | 3.83 % |
Phoenix Mills | 3.64 % |
Havells India | 3.55 % |
Bajaj Finance | 3.41 % |
LTIMindtree | 3.38 % |
Bharat Electron | 3.17 % |
United Breweries | 2.8 % |
NTPC | 2.78 % |
ICICI Lombard | 2.77 % |
Cholaman.Inv.&Fn | 2.54 % |
UltraTech Cem. | 2.51 % |
Tube Investments | 2.22 % |
Cipla | 2.2 % |
Jubilant Food. | 2.15 % |
Ajanta Pharma | 1.84 % |
Tata Steel | 1.81 % |
P I Industries | 1.77 % |
Astral | 1.51 % |
Net CA & Others | 1.51 % |
Syngene Intl. | 1.36 % |
Gujarat Gas | 1.23 % |
TBILL-364D | 0.07 % |
TCS | 0.01 % |
C C I | 0.01 % |
UTI Mutual Fund Managers
VS
Vetri Subramaniam
Fund Manager since Apr 2022
Fund House Details
UTI Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
ICICI Prudential Focused Equity Fund Direct Plan IDCW Payout |
24.54% |
3.5 |
Quant Focused Fund IDCW Direct Plan Payout |
22.57% |
3 |
360 One Focused Equity Fund Direct Plan Dividend Payout |
22.24% |
2.5 |
Schemes by UTI Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
UTI Aggressive Hybrid Fund Direct Plan IDCW Payout
Hybrid . Aggressive Hybrid Fund
UTI Aggressive Hybrid Fund Direct Plan IDCW Reinvestment
Hybrid . Aggressive Hybrid Fund
UTI Aggressive Hybrid Fund Direct Plan Growth
Hybrid . Arbitrage Fund
UTI Arbitrage Fund Direct Plan Growth
Hybrid . Arbitrage Fund
UTI Arbitrage Fund Direct Plan IDCW Payout
About UTI Focused Equity Fund Direct Plan Growth
The UTI Focused Equity Fund Direct Plan Growth is offered by UTI Mutual Fund and is categorised as an equity fund that invests in up to 30 stocks across market caps. It adopts a bottom-up investment approach and displays a preference for stocks of quality companies that offer opportunities for growth and mean reversion. The fund’s concentrated portfolio focuses on giving investors exposure to high-conviction ideas across different sectors. It uses the Nifty 500 Total Return Index as its benchmark, and is classified as a very high-risk mutual fund.
Investment Objective of the Scheme
The UTI Focused Equity Fund Direct Plan Growth’s objective is to benefit from the growth opportunities provided by a focused group of 30 stocks hand-picked across different sectors and market caps. The fund aims to achieve long term capital appreciation by constructing a concentrated portfolio of equity and equity-related securities.
Key Features of The Fund
5-year return | NA |
Expense Ratio | 0.59% |
Fund Manager | Vetri Subramaniam |
Fund Size | ₹2579.48 Cr |
Risk Profile | Very High |
Is This Scheme Right for Me?
The UTI Focused Equity Fund Direct Plan Growth's high risk profile may make it a smart complement to a cautious investment strategy. The concentrated portfolio of the fund may enhance the potential for capital appreciation, while the added risk can help balance out conservativeness. Investing in the fund is also a good option if you’re looking for returns over the medium to long-term. However, the fund requires a high level of tolerance to volatility since it may be susceptible to short-term market movements.
AMC Contact Details
Name | UTI Mutual Fund |
Launch Date | January 2003 |
Addresss | First Floor, Unit No. 2, Block ‘B’, JVPD Scheme, Gulmohar Cross Road No. 9, Andheri (West), Mumbai – 400049. |
Contact | 1800 266 1230(+91) 022 6227 8000022 – 68990800 |
service@uti.co.in | |
Website | https://www.utimf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.