UTI Focused Equity Fund Direct Growth

Equity
Focused
Very High Risk
1M
6M
1Y
All
NAV: 06 Feb 2023₹10.37
Min. SIP amount₹500
RatingNA
Fund size₹2,549.62Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Focused
Absolute returns
3M6M1YAll
Fund returns1.9%13.3%2.9%4.8%
Category averageNANA-1.5%NA
Rank with in category434522NA
Understand terms

Holdings (31)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity9.0%
HDFC Bank Ltd.FinancialEquity8.9%
Tata Consultancy Services Ltd.TechnologyEquity6.3%
LTIMindtree Ltd.TechnologyEquity3.8%
Tata Motors Ltd.AutomobileEquity3.8%
Godrej Consumer Products Ltd.Consumer StaplesEquity3.6%
Bharti Airtel Ltd.CommunicationEquity3.6%
Bajaj Finance Ltd.FinancialEquity3.6%
ICICI Lombard General Insurance Company Ltd.InsuranceEquity3.6%
Trent Ltd.ServicesEquity3.6%
See All

Expense ratio, exit load and tax

Expense ratio: 0.26%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 365 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹5,000
Min. for SIP₹500

Fund management

Vishal Chopda
May 2022 - Present
View details

Education
Mr. Chopda is BE, PGDM & CFA
Experience
He joined UTI AMC in January 2011 and worked for the past 7 years as Research Analyst. He has previously worked with Care Ratings.
Also manages these schemes

Deepesh Agarwal
May 2022 - Present
View details

Education
Mr. Agarwal is B.Com, C.A and CFA.
Experience
Prior to joining UTI Mutual Fund, he has worked with Ambit Capital, Hexaware Technologies, Mahajan & Aibara and MVK Associates.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
UTI Tower, 'GN' Block,Bandra-Kurla Complex,Bandra (East), Mumbai 400051
Phone
022- 66786666 / 66786354 / 1800-22-1230
Launch Date
14 Nov 2002
Website
NA
UTI Mutual Fund
Asset Management Company
Custodian
Stock Holding Corp. of India Ltd.
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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