UTI Focussed Equity Fund Series I (2195 Days) Direct Growth-0.02%

14.03%
1 Year Return
Equity
Diversified
6M
1Y
3Y
5Y
All

Fund Details

UTI Focussed Equity Fund Series I (2195 Days) Direct Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio2.35%
NAV15.37 (07 Sep 2020)
Fund Started04 Sep 2014
Fund Size100 Cr

Returns

1Y
3Y*
5Y*
Since inception*
UTI Focussed Equity Fund Series I (2195 Days) Direct Growth
14.0%
2.9%
8.9%
7.4%
Category Average
2.6%
0.9%
7.3%
-
Rank within category
7
4
2
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 14.0% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    Infosys Ltd.TechnologyEquity8.8%
    ICICI Bank Ltd.FinancialEquity6.5%
    Axis Bank Ltd.FinancialEquity5.2%
    ITC Ltd.FMCGEquity4.9%
    Cipla Ltd.HealthcareEquity4.9%
    Eicher Motors Ltd.AutomobileEquity4.3%
    ICICI Prudential Life Insurance Company Ltd.FinancialEquity4.2%
    Bharti Airtel Ltd.CommunicationEquity4.1%
    Sun Pharmaceutical Inds. Ltd.HealthcareEquity3.8%
    PI Industries Ltd.ChemicalsEquity3.1%
    See All

    Fund Managers

    addSachin Trivedi
    Education
    Mr. Sachin Trivedi is a CFA.
    Experience
    He has been associated with UTI AMC for over a decade.
    Funds Managed

    UTI Focussed Equity Fund Series I (2195 Days) Direct Growth Details

    UTI Focussed Equity Fund Series I (2195 Days) Direct Growth is a Equity Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 04 Sep 2014. Sachin Trivedi is the Current Fund Manager of UTI Focussed Equity Fund Series I (2195 Days) Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹100 Cr and the Latest NAV as of 07 Sep 2020 is ₹15.37.

    The UTI Focussed Equity Fund Series I (2195 Days) Direct Growth is rated Moderately High risk.

    Investment Objective

    The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of listed companies. The scheme will without any capitalization bias endeavor to invest in either growth stocks or value stocks or both. The Scheme will normally hold upto 30 stocks in the portfolio.

    Scheme Information Document(SID)

    Not Supported
    Min for First Investment
    Not Supported
    Min for Second Investment
    Nil
    Exit Load

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    About Axis Mutual Fund

    Address
    Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai 400025
    Phone
    022-43255161
    Launch Date
    04 Sep 2009
    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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