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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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹2579.48 Cr.

Expense Ratio

0.56% (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 NA

Peer Comparison

Comparison with other similar funds

Schemes by UTI Mutual Fund

List of mutual fund schemes by AMC

Funds 3 Years Returns
18.37%
scheme logo

Hybrid . Aggressive Hybrid Fund

UTI Aggressive Hybrid Fund Direct Plan Growth

18.37%
6.31%

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 0.56%
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 Jun 11 2024 is 15.4515

What is the AUM of UTI Focused Fund?

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 2579.48 crore.

What is the expense ratio of UTI Focused Fund?

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 0.56%

What are the returns of UTI Focused Fund since inception?

The UTI Focused Fund was launched on Aug 04 2021. The fund has delivered a CAGR of 16.83 since inception.

What is the minimum SIP amount to invest in UTI Focused Fund?

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 500.

How do I invest in UTI Focused Fund?

  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?

  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?

  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?

  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.