UTI Focused Equity Fund

An open-ended equity scheme investing in maximum 30 stocks across market caps

Snapshot

Fund Type
Inception
Risk Metric
Returns
1 Year
3 Year
5 Year
NAV

Fund Facts

Month End AuM
Monthly Avg. AuM
No. of Folio Accounts
Minimum Investment Amount
Total Expense Ratio
Benchmark Index
Special Facitilities
Exit Load

Fund Performance

Period Fund Performance Vs Benchmark (CAGR) Growth for Rs 10,000 /-
NAV (%) NAV (Rs)

"Different plans have a different expense structure. The performance details provided herein are of Regular plan." * CAGR - Compounded annualized Growth Rate

"Different plans have a different expense structure. The performance details provided herein are of Regular plan." * CAGR - Compounded annualized Growth Rate

Portfolio

Fund Benchmark Net
Current Asset Allocation
Top 10 Holdings
View All
Name Weight(%)
Overweight (Top 5)
Underweight (Top 5)

Quantitative Indicators

Quantitative Indicators Fund Benchmark

Fund Managers

Frequently asked questions

    What is UTI Focused Equity Fund?

    UTI Focused Equity Fund is an equity fund that invests in at least 65% of its total assets in equity assets.

    What are the Benefits of UTI Focused Equity Fund?

    Benefits of UTI Focused Equity Fund include: Concentrated Portfolio - Exposure to hand-picked high-conviction ideas Leverage of Research Expertise - Experienced fund management team tracking large-set of companies Optimal Portfolio Diversification - Maximum of 30 stocks across sectors and market capitalization Uniquely Positioned - Distinct portfolio relative to broader market indices with potential for alpha creation