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3 Year return

0
20222022Jul '22Jul '2220232023Jul '23Jul '2320242024
Launched on August 2021 (4 years)

Investment Details

₹500

Minimum SIP Amount

₹5000

Minimum one time investment

Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

ENTER AMOUNT

Your Investment ₹18,000
Gain
  • 0.00%
  • ₹0
  • Total Value
  • ₹18,000

Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

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.

Ratings

ARQ Rating
0

Ratings by other agencies

0
0
0

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

Holdings
₹2579.48Crores
Other Holdings% of Asset
IndusInd Bank4.13 %
Avenue Super.4.12 %
Bharti Airtel4.1 %
Godrej Consumer3.87 %
Maruti Suzuki3.83 %
Phoenix Mills3.64 %
Havells India3.55 %
Bajaj Finance3.41 %
LTIMindtree3.38 %
Bharat Electron3.17 %
United Breweries2.8 %
NTPC2.78 %
ICICI Lombard2.77 %
Cholaman.Inv.&Fn2.54 %
UltraTech Cem.2.51 %
Tube Investments2.22 %
Cipla2.2 %
Jubilant Food.2.15 %
Ajanta Pharma1.84 %
Tata Steel1.81 %
P I Industries1.77 %
Astral1.51 %
Net CA & Others1.51 %
Syngene Intl.1.36 %
Gujarat Gas1.23 %
TBILL-364D0.07 %
TCS0.01 %
C C I0.01 %

UTI Mutual Fund Managers

VS

Vetri Subramaniam

Fund Manager since Apr 2022

View Details

Fund House Details

UTI Mutual Fund

UTI Mutual Fund Asset management company

AUM ₹290,993.03 Cr.
No. of Schemes 250
Setup Date January 2003

Peer Comparison

Comparison with other similar funds

Schemes by UTI Mutual Fund

List of mutual fund schemes by AMC

Funds 3 Years Returns
18.24%
scheme logo

Hybrid . Aggressive Hybrid Fund

UTI Aggressive Hybrid Fund Direct Plan Growth

18.23%
6.16%

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
Email 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.

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FAQs

What is today's NAV of UTI Focused Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of UTI Focused Fund on May 29 2024, is ₹14.9093