UTI Focussed Equity Fund Series IV (1104 Days) Direct Growth+1.13%

3Groww
10.49%
1 Year Return
Equity
Diversified
3.0 star
6M
1Y
All

Fund Details

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

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio0.00%
NAV9.91 (18 Oct 2019)
Fund Started28 Sep 2017
Fund Size326 Cr

Returns

1Y
3Y*
5Y*
Since inception*
UTI Focussed Equity Fund Series IV (1104 Days) Direct Growth
10.5%
NA
NA
-0.4%
Category Average
-2.1%
5.9%
5.1%
-
Rank within category
19
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    30
    with 10.5% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    ICICI Bank Ltd.FinancialEquity8.9%
    Axis Bank Ltd.FinancialEquity7.9%
    Infosys Ltd.TechnologyEquity7.2%
    Aditya Birla Fashion and Retail Ltd.ServicesEquity4.8%
    Multi Commodity Exchange IndiaFinancialEquity4.6%
    Container Corpn. Of India Ltd.ServicesEquity4.6%
    Gujarat Gas Ltd.ChemicalsEquity4.3%
    Crompton Greaves Consumer Electricals Ltd.Cons DurableEquity4.3%
    Ipca Laboratories Ltd.HealthcareEquity4.3%
    Indusind Bank Ltd.FinancialEquity4.1%
    See All

    Fund Managers

    Other 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 introduced 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.The fund currently has an Asset Under Management(AUM) of ₹326 Cr and the Latest NAV as of 18 Oct 2019 is ₹9.91.

    The UTI Focussed Equity Fund Series IV (1104 Days) Direct Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. Nil.

    Investment Objective

    The primary objective of the scheme is 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. The Scheme does not guarantee/indicate any returns. There can be no assurance that the Schemeâ??s objectives will be achieved.

    Tax Implications

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹0
    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
    03 Sep 2009
    UTI Mutual Fund
    Asset Management Company
    Custodian
    Stock Holding Corp. of India Ltd.
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
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