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

Equity
Diversified
Moderately High Risk
+1.96%
3Y annualised
+0.01% 1D
1M
6M
1Y
3Y
All
NAV: 06 Oct 2020
₹10.64
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹356.83Cr

Returns calculator

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

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%
CommunicationEquity0.97%
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 Diversified
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA12.6%2.0%2.1%
Category averageNA66.0%9.5%NA
Rank with in categoryNA75NA
Understand terms

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 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

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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