UTI Focused Fund Growth

Equity
Flexi Cap
Very High Risk
13.89%
3Y annualised
+0.27% 1D
1M
6M
1Y
3Y
All
NAV: 04 Sep 2025
₹15.42
Rating
3
Min. SIP amount
Not Supported
Fund size
₹2,590.20Cr

Return calculator

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

Holdings (30)

NameSectorInstrumentAssets
FinancialEquity9.93%
FinancialEquity8.52%
TechnologyEquity5.88%
CommunicationEquity4.79%
Consumer StaplesEquity4.25%
FinancialEquity4.00%
EnergyEquity3.76%
Capital GoodsEquity3.67%
FinancialEquity3.30%
ServicesEquity3.30%
AutomobileEquity3.16%
TechnologyEquity3.15%
InsuranceEquity2.94%
FinancialEquity2.90%
ConstructionEquity2.81%
ServicesEquity2.64%
AutomobileEquity2.60%
AutomobileEquity2.55%
Metals & MiningEquity2.34%
ConstructionEquity2.29%
EnergyEquity2.29%
HealthcareEquity2.23%
ServicesEquity2.10%
HealthcareEquity2.10%
EnergyEquity2.04%
ConstructionEquity2.02%
HealthcareEquity1.71%
Capital GoodsEquity1.70%
ChemicalsEquity1.64%
ChemicalsEquity1.57%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Equity Flexi Cap
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA-5.6%13.9%11.3%
Category averageNA-3.3%15.7%NA
Rank with in categoryNA6949NA
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Peer Comparison

Equity, Flexi Cap fundsRating1Y3YFund Size(Cr)
5
3.2%22.7%3,425.76
5
5.0%22.3%80,642.30
5
6.0%20.7%1,13,280.87
4
-2.1%19.5%5,074.87
4
-3.0%18.2%18,987.94

Expense ratio, exit load and tax

Expense ratio: 1.96%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 365 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

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Check past data

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

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
NA
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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