UTI Focussed Equity Fund Series IV (1104 Days) Direct Growth+0.63%

3Groww
-10.23%
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%
NAV9.1 (23 Aug 2019)
Fund Started28 Sep 2017
Fund Size316 Cr

Returns

1Y
3Y*
5Y*
Since inception*
UTI Focussed Equity Fund Series IV (1104 Days) Direct Growth
-10.2%
NA
NA
-4.7%
Category Average
-9.1%
6.5%
NA
-
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 -10.2% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    ICICI Bank Ltd.FinancialEquity9.6%
    Axis Bank Ltd.FinancialEquity8.0%
    Infosys Ltd.TechnologyEquity7.3%
    Container Corpn. Of India Ltd.ServicesEquity5.4%
    Cipla Ltd.HealthcareEquity5.2%
    Ipca Laboratories Ltd.HealthcareEquity4.7%
    Mahindra & Mahindra Financial Services Ltd.FinancialEquity4.5%
    Aditya Birla Fashion and Retail Ltd.ServicesEquity4.4%
    Indusind Bank Ltd.FinancialEquity4.3%
    Gujarat Gas Ltd.ChemicalsEquity4.3%
    See All

    Fund Managers

    addVetri Subramaniam

    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 ₹316 Cr and the Latest NAV as of 23 Aug 2019 is ₹9.1.

    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

    Compare Funds

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

    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
    Enter investment amount
    + ₹1,000
    + ₹5,000
    + ₹10,000
    ONE TIME
    MONTHLY SIP
    Similar Funds
    Data not available
    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
    MOST POPULAR ON GROWW
    MUTUAL FUNDS COMPANIES: ICICI PRUDENTIAL  | HDFC  | RELIANCE  | ADITYA BIRLA SUN LIFE  | SBI  | UTI  | FRANKLIN TEMPLETON  | KOTAK MAHINDRA  | IDFC  | DSP BLACKROCK  | AXIS  | TATA  | L&T  | SUNDARAM  | DHFL PRAMERICA  | INVESCO  | LIC  | JM FINANCIAL  | BARODA PIONEER  | CANARA ROBECO  | HSBC  | IDBI  | INDIABULLS  | MOTILAL OSWAL  | BNP PARIBAS  | MIRAE ASSET  | PRINCIPAL  | BOI AXA  | UNION KBC  | TAURUS  | EDELWEISS  | ESSEL  | MAHINDRA  | QUANTUM  | PPFAS  | IIFL  | ESCORTS  |