UTI Focussed Equity Fund Series IV (1104 Days) Direct Growth+0.01%

12.63%
1 Year Return
Equity
Diversified
3.0star
6M
1Y
3Y
All

Fund Details

UTI Focussed Equity Fund Series IV (1104 Days) Direct Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio0.00%
NAV10.64 (06 Oct 2020)
Fund Started28 Sep 2017
Fund Size357 Cr

Returns

1Y
3Y*
5Y*
Since inception*
UTI Focussed Equity Fund Series IV (1104 Days) Direct Growth
12.6%
2.0%
NA
2.1%
Category Average
-1.0%
0.2%
7.1%
-
Rank within category
7
5
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    0
    with 12.6% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    Infosys Ltd.TechnologyEquity3.0%
    ITC Ltd.FMCGEquity1.7%
    ICICI Bank Ltd.FinancialEquity1.5%
    Axis Bank Ltd.FinancialEquity1.0%
    Eicher Motors Ltd.AutomobileEquity1.0%
    Ipca Laboratories Ltd.HealthcareEquity1.0%
    National Thermal Power Corp. Ltd.EnergyEquity1.0%
    ICICI Prudential Life Insurance Company Ltd.FinancialEquity1.0%
    Cipla Ltd.HealthcareEquity1.0%
    Sun Pharmaceutical Inds. Ltd.HealthcareEquity1.0%
    See All

    Fund Managers

    addVetri Subramaniam
    Education
    Mr. Subramaniam is a B.Com (H) and PGDBM (Finance) from IIM Bangalore
    Experience
    Prior to joining UTI Asset Management Company, he was working with Invesco AMC as the Chief Investment Officer. He had also worked with Motilal Oswal Securities Ltd., Capris Investment Management, Kotak Mahindra Asset Management, SSKI Investors Services Ltd. and SSKI Securities Pvt. Ltd.
    Funds Managed
    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 IV (1104 Days) Direct Growth Details

    UTI Focussed Equity Fund Series IV (1104 Days) Direct Growth is a Equity Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 28 Sep 2017. Vetri Subramaniam, Sachin Trivedi is the Current Fund Manager of UTI Focussed Equity Fund Series IV (1104 Days) Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹357 Cr and the Latest NAV as of 06 Oct 2020 is ₹10.64.

    The UTI Focussed Equity Fund Series IV (1104 Days) Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 500.

    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 endeavour 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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