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

Equity
Multi Cap
Moderately High Risk
1.96%
3Y annualised
+0.01% 1D
1M
6M
1Y
3Y
All
NAV: 06 Oct 2020₹10.64
Min. SIP amountNot Supported
RatingNA
Fund size₹356.83Cr

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 Multi Cap
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA12.6%2.0%2.1%
Category averageNA66.0%9.5%NA
Rank with in categoryNA75NA
Understand terms

Holdings (11)

NameSectorInstrumentAssets
TechnologyEquity3.00%
FMCGEquity1.73%
FinancialEquity1.51%
FinancialEquity1.01%
AutomobileEquity1.00%
HealthcareEquity1.00%
EnergyEquity1.00%
FinancialEquity1.00%
HealthcareEquity0.98%
Sun Pharmaceutical Inds. Ltd.
HealthcareEquity0.97%
See All

Expense ratio, exit load and tax

Expense ratio: NA

Inclusive of GST

Exit load

Nil

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

Vetri Subramaniam
Sep 2017 - Present
View details

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.
Also manages these schemes

Sachin Trivedi
Sep 2017 - 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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