UTI Focused Equity Fund Direct IDCW

Equity
Focused
Very High Risk
1M
6M
1Y
All
NAV: 06 Feb 2023₹10.37
Min. SIP amountNot Supported
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 investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

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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