UTI Focused Fund Regular Growth | Mutual Fund Performance | Mint
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Business News/Market/Market Stats/    UTI Focused Fund Regular Growth

UTI Focused Fund Regular Growth

+
  • Equity
  • Focused Fund
  • Rating N.A.
  • Plan
13.38 +0.02 (0.15%) NAV as on 23 Feb, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)2390.98
  • CAGR 33.55%
  • Exit Load1.00%
  • Expense ratio1.97%
  • CategoryEquity
  • Min Investment5000
  • Min SIP500
  • Launch Date2021-08-25

Morning Star Rating N.A.

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 24 February 2024

  • Name
  • Value (Cr)
  • Holding %
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio0.00
  • Std Deviation 0.00%
  • Tracking Error 0.00%

About Fund

The investment objective of the scheme is to generate long term capital appreciation by investing in equity & equity related instruments of maximum 30 stocks across market caps. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

 

The UTI Focused Fund Regular Growth has an AUM of 2390.98 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.97%. The minimum investment in UTI Focused Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 500.

 

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

 

The top holdings of the fund include ICICI Bank, HDFC Bank, Tata Consultancy Services & Tata Motors.

 

The major sectors where the fund is invested are Regional Banks, Software & Programming, Auto & Truck Manufacturers & Consumer Financial Services.

 

Some of the similar funds are 360 ONE Focused Equity Fund Regular Growth, DSP Focus Fund Growth, Kotak Focused Equity Fund Regular Growth, UTI Focused Fund Regular Growth, Canara Robeco Focused Equity Fund Regular Growth. UTI Focused Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.

FAQs about UTI Focused Fund Regular Growth

According to the morning star rating UTI Focused Fund Regular Growth has a Moderate risk & Exceptional return.
UTI Focused Fund Regular Growth is managed by Vishal Chopda.
The expense ratio of UTI Focused Fund Regular Growth is 1.97%.
The 5 year annualized return on UTI Focused Fund Regular Growth is 0.00% & it has generated 33.55% in the last 1 year.
The minimum investment in UTI Focused Fund Regular Growth is 5000 Rs.
UTI Focused Fund Regular Growth has an AUM of 2390.98 crores.
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