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EQUITY•FOCUSED FUND

UTI Focused Fund

3 Year return

16.07%
NAV on December 12, 2025
16.7905
1D Returns
+0.08%
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

₹
Your Investment₹3,600
Gain
29.14%₹1,049
Total Value ₹4,649

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹2,638.3 Cr.
Expense Ratio
0.62% (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

Value Research
0
Crisil
0
Morning Star
0

Tax Implications

Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year

UTI Mutual Fund Manager

VC

Vishal Chopda

Fund Manager since Jun 2025

Fund House Details

UTI Mutual Fund

UTI Mutual Fund

Asset management company

AUM
₹3,79,175.93 Cr.
No. of Schemes
259
Setup Date
January 2003

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
HDFC Focused Fund21.641%
3.5
ICICI Prudential Focused Equity Fund23.4512%
3.5
Mahindra Manulife Focused Fund19.6393%
0

Schemes by UTI Mutual Fund

List of mutual fund schemes by AMC

Funds
3 Years Returns
UTI Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

UTI Aggressive Hybrid Fund Direct Plan Growth
16.5776%
UTI Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

UTI Aggressive Hybrid Fund Direct Plan IDCW Payout
16.5786%
UTI Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

UTI Aggressive Hybrid Fund Direct Plan IDCW Reinvestment
16.5786%
UTI Mutual Fund logo

Hybrid . Arbitrage Fund

UTI Arbitrage Fund Direct Plan Growth
7.7341%
UTI Mutual Fund logo

Hybrid . Arbitrage Fund

UTI Arbitrage Fund Direct Plan IDCW Payout
7.7341%

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
0%
Expense Ratio
0.62%
Fund Manager
Vishal Chopda
Fund Size
₹2638.3 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

NameUTI Mutual Fund
Launch DateJanuary 2003
AddressFirst Floor, Unit No. 2, Block ‘B’, JVPD Scheme, Gulmohar Cross Road No. 9, Andheri (West), Mumbai – 400049.
Contact1800 266 1230(+91) 022 6227 8000022 – 68990800
Emailservice@uti.co.in
Websitehttps://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

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 December 12, 2025, is ₹16.7905
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, is ₹2638.3 crore.
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 is 0.62%
The UTI Focused Fund was launched on August 04, 2021. The fund has delivered a CAGR of undefined since inception.
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 is ₹undefined.
  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.
  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.
  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.
  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.

ENTER AMOUNT

₹
₹4,649 in 3Y at 16.0688% returns
SIP Date1st of every month

Your next SIP Payment will be on 13 January 2026

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