UTI Focused Fund Direct IDCW

Equity
Focused
Very High Risk
1M
6M
1Y
All
NAV: 18 Mar 2024₹13.92
Min. SIP amount₹500
RatingNA
Fund size₹2,431.23Cr

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 returns3.6%10.6%40.1%39.0%
Category averageNANA37.0%NA
Rank with in category314331NA
Understand terms

Holdings (32)

NameSectorInstrumentAssets
FinancialEquity8.62%
FinancialEquity7.80%
TechnologyEquity6.82%
AutomobileEquity5.24%
ServicesEquity4.34%
FinancialEquity4.26%
Consumer StaplesEquity4.23%
TechnologyEquity3.82%
CommunicationEquity3.74%
ServicesEquity3.72%
See All

Expense ratio, exit load and tax

Expense ratio: 0.60%

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₹1,000
Min. for SIP₹500

Fund house & investment objective

Fund house contact details

Address
UTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
Phone
0263 2296993
Launch Date
14 Nov 2002
E-mail
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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