3 Year return

0
Launched on August 2021 (3 years)

Investment Details

₹500

Minimum SIP Amount

₹5000

Minimum one time investment

Fund has no lock-in period

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Based on past performance of this fund

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Your Investment ₹3,00,000
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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

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 IDCW Payout

UTI Focused Equity Fund Direct Plan IDCW Payout is an actively managed focused equity fund managed by UTI Mutual Fund. It is a direct plan, which means that you will pay lower fees than if you invested in a regular plan. The fund has a payout option, which means that investors will receive dividends on a regular basis.

Investment Objectives of the Scheme

The investment objective of UTI Focused Equity Fund Direct Plan IDCW Payout is to generate long-term capital appreciation by investing in a diversified portfolio of 30-50 stocks. The fund seeks to achieve its objective by investing in a concentrated portfolio of stocks that are expected to grow at a faster pace than the overall market.

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?

UTI Focused Equity Fund Direct Plan IDCW Payout is a good option for investors who are looking for a growth-oriented investment with the potential for high returns. The fund is suitable for investors who have a moderate risk tolerance and are looking for an investment that can help them achieve their long-term financial goals.

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 Direct Plan IDCW Payout Payout?

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 Direct Plan IDCW Payout Payout May 29 2024 is 14.9089

What is the AUM of UTI Focused Fund Direct Plan IDCW Payout Payout?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of UTI Focused Fund Direct Plan IDCW Payout Payout is 2579.48 crore.

What is the expense ratio of UTI Focused Fund Direct Plan IDCW Payout Payout?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of UTI Focused Fund Direct Plan IDCW Payout Payout is 0.59%

What are the returns of UTI Focused Fund Direct Plan IDCW Payout Payout since inception?

The UTI Focused Fund Direct Plan IDCW Payout Payout was launched on Aug 04 2021. The fund has delivered a CAGR of 15.8 since inception.

What is the minimum SIP amount to invest in UTI Focused Fund Direct Plan IDCW Payout Payout?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for UTI Focused Fund Direct Plan IDCW Payout Payout is 500.

How do I invest in UTI Focused Fund Direct Plan IDCW Payout Payout?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in UTI Focused Fund Direct Plan IDCW Payout Payout?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in UTI Focused Fund Direct Plan IDCW Payout Payout?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in UTI Focused Fund Direct Plan IDCW Payout Payout?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.