VC
Vishal ChopdaFund Manager Since 2 May 2022
EquityFocused Fund
UTI Focused Fund Direct Growth
3Y Annualised
20.00%
-0.50% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
2.39%
-0.50% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
3 years 10 months
NIFTY 50
4 years 9 months
FD
9 years 7 months
Fund info
Fund size
₹2561.22 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹5000
Exit load
0.01%
Less than one year - 1%, Greater than or equal to one year - Nil.
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
L&T Focused Equity Fund Direct Reinvestment of Income Dis cum Cap Wrdl
9.37%
2nd
L&T Focused Equity Fund Direct Payout of Income Dis cum Cap Wrdl
9.37%
3rd
L&T Focused Equity Fund Direct Growth
9.36%
4th
L&T Focused Equity Fund Regular Growth
9.26%
5th
L&T Focused Equity Fund Regular Payout of Income Dis cum Cap Wrdl
9.25%
59th
UTI Focused Fund Direct Growth
2.39%
Fund Managers
About UTI Focused Fund Direct Growth
UTI Focused Fund Direct Growth is a Equity mutual fund scheme from UTI Asset Management Co Ltd. This fund has been in existence for 3 years, having been launched on 2021-08-25. UTI Focused Fund Direct Growth has ₹2561.22 Cr worth of assets under management (AUM) as of Sat May 24 2025. The latest Net Asset Value (NAV) of UTI Focused Fund Direct Growth as of Fri May 23 2025 is ₹16.2194. The fund has an expense ratio of 0.68%, which is medium comparable to most other Equity funds.
UTI Focused Fund Direct Growth returns for the last 1 year are 8.38%. Since launch, it has delivered 13.60% average annual returns.
The UTI Focused Fund Direct Growth has the majority of its money invested in Financial Services, Technology, Communication Services, Consumer Defensive, Industrials, Energy sectors.
Top 5 Holdings of UTI Focused Fund Direct Growth.
- HDFC Bank Ltd: 9.83%
- ICICI Bank Ltd: 8.52%
- Infosys Ltd: 5.86%
- Bharti Airtel Ltd: 4.73%
- Godrej Consumer Products Ltd: 4.43%
AMC Information
| Name | UTI Asset Management Co Ltd |
|---|---|
| Founding Date | 2021-08-25 |
| pms_care@uti.co.in | |
| Phone | +91-22-6678 6666 |
| Website | https://www.utiwms.com |
| Address | PMS Division, UTI - Tower, “Gn” Block, Bandra Kurla Complex, Mumbai- 400051 |
Tax Implications of UTI Focused Fund Direct Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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FAQs
What is the current NAV of UTI Focused Fund Direct Growth?
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What are net assets under management (AUM) of UTI Focused Fund Direct Growth?
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What are the top 3 sectors that UTI Focused Fund Direct Growth has invested in?
Who is the manager of UTI Focused Fund Direct Growth?
What is the exit load of UTI Focused Fund Direct Growth?
How to Redeem UTI Focused Fund Direct Growth?
Can I invest in SIP and a Lump Sum of UTI Focused Fund Direct Growth?
