Name: UTI Focussed Equity Fund Series IV (1104 Days) Regular Growth
Brand: UTI Mutual Fund

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UTI Focussed Equity Fund Series IV (1104 Days) Regular Growth
Equity
Multi Cap
Moderately High Risk
0.72%
3Y annualised
+0.01% 1D
1M
6M
1Y
3Y
All
 NAV: 06 Oct 2020₹10.25
Min. SIP amountNA
RatingNA
Fund size₹356.83 Cr
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Multi Cap
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA12.0%0.7%0.8%
Category averageNA66.0%9.5%NA
Rank with in categoryNA76NA
Understand termsinfo
Holdings (11)NameSectorInstrumentAssets
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
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
30 Sep 2020 - Present
1.36%
31 Mar 2020 - 30 Sep 2020
1.36%
30 Sep 2019 - 31 Mar 2020
1.31%
31 Mar 2019 - 30 Sep 2019
2.29%
30 Sep 2018 - 31 Mar 2019
2.55%
31 Mar 2018 - 30 Sep 2018
2.55%
Expense ratio, exit load and taxExpense ratio: 1.36%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationNA
Understand termsinfo
Check past data
Minimum investment amountsMin. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA
Fund managementVetri Subramaniam
Sep 2017 - Present
View details
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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
UTI Children's Career Fund Savings Plan Regular Plan
UTI Long Term Equity Fund IDCW
UTI Long Term Equity Fund Growth
UTI Children's Career Fund Investment Plan Regular Plan IDCW
UTI Children's Career Fund Investment Plan Regular Plan Growth
UTI Value Opportunities Fund Regular Plan IDCW
UTI Value Opportunities Fund Regular Plan Growth
UTI Long Term Equity Fund Direct IDCW
UTI Long Term Equity Fund Direct Growth
UTI Children's Career Fund Investment Plan Direct Growth
UTI Value Opportunities Fund Direct Growth
UTI Value Opportunities Fund Direct IDCW
UTI Children's Career Fund Savings Plan Direct Plan
UTI Focussed Equity Fund Series IV (1104 Days) Regular Growth
UTI Focussed Equity Fund Series IV (1104 Days) Direct IDCW
UTI Focussed Equity Fund Series IV (1104 Days) Direct Growth
UTI Focussed Equity Fund Series IV (1104 Days) Regular IDCW
UTI Focussed Equity Fund Series V (1102 Days) Direct Growth
UTI Focussed Equity Fund Series V (1102 Days) Direct IDCW
UTI Focussed Equity Fund Series V (1102 Days) Regular IDCW
UTI Focussed Equity Fund Series V (1102 Days) Regular Growth
UTI Focussed Equity Fund Series VI (1150 Days) Direct Growth
UTI Focussed Equity Fund Series VI (1150 Days) Regular Growth
UTI Focussed Equity Fund Series VI (1150 Days) Regular IDCW
UTI Focussed Equity Fund Series VI (1150 Days) Direct IDCW
Sachin Trivedi
Sep 2017 - Present
View details
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Education
Mr. Sachin Trivedi is a CFA.
Experience
He began his career in June 2001, with UTI AMC. He has more than 13 years of experience in research and portfolio management. Presently, he leads the Equity research in the capacity of Head – Research. He is also a fund manager
Also manages these schemes
UTI Infrastructure Fund Regular Plan Growth
UTI Infrastructure Fund Regular Plan IDCW
UTI Transportation and Logistics Fund Regular Plan IDCW
UTI Transportation and Logistics Fund Regular Plan Growth
UTI Infrastructure Fund Direct Growth
UTI Infrastructure Fund Direct IDCW
UTI Transportation and Logistics Fund Direct IDCW
UTI Transportation and Logistics Fund Direct Growth
UTI Focussed Equity Fund Series I (2195 Days) Regular Growth
UTI Focussed Equity Fund Series I (2195 Days) Direct Growth
UTI Focussed Equity Fund Series I (2195 Days) Regular IDCW
UTI Focussed Equity Fund Series I (2195 Days) Direct IDCW
UTI Focussed Equity Fund Series IV (1104 Days) Regular Growth
UTI Focussed Equity Fund Series IV (1104 Days) Direct IDCW
UTI Focussed Equity Fund Series IV (1104 Days) Direct Growth
UTI Focussed Equity Fund Series IV (1104 Days) Regular IDCW
UTI Long Term Advantage Fund Series VI Regular IDCW
UTI Long Term Advantage Fund Series VI Direct Growth
UTI Long Term Advantage Fund Series VI Regular Growth
UTI Long Term Advantage Fund Series VI Direct IDCW
UTI Focussed Equity Fund Series V (1102 Days) Direct Growth
UTI Focussed Equity Fund Series V (1102 Days) Direct IDCW
UTI Focussed Equity Fund Series V (1102 Days) Regular IDCW
UTI Focussed Equity Fund Series V (1102 Days) Regular Growth
UTI Long Term Advantage Fund Series VII Regular Growth
UTI Long Term Advantage Fund Series VII Direct IDCW
UTI Long Term Advantage Fund Series VII Regular IDCW
UTI Long Term Advantage Fund Series VII Direct Growth
UTI Focussed Equity Fund Series VI (1150 Days) Direct Growth
UTI Focussed Equity Fund Series VI (1150 Days) Regular Growth
UTI Focussed Equity Fund Series VI (1150 Days) Regular IDCW
UTI Focussed Equity Fund Series VI (1150 Days) Direct IDCW
Sharwan Kumar Goyal
Sep 2017 - Present
View details
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Education
Mr.Goyal is B.Com, CFA and MMS.
Experience
He began his career with UTI in June 2006 and has 15 years of overall experience in Risk / Fund management. Presently he is working as Equity Fund Manager.
Also manages these schemes
UTI Nifty Index Fund Regular Plan Growth
UTI Nifty Index Fund Regular Plan IDCW
UTI Arbitrage Fund Regular Plan IDCW
UTI Arbitrage Fund Regular Plan Growth
UTI Gold Exchange Traded Fund
UTI Nifty Index Fund Direct Growth
UTI Nifty Index Fund Direct IDCW
UTI Arbitrage Fund Direct Growth
UTI Arbitrage Fund Direct IDCW
UTI Nifty Exchange Traded Fund IDCW
UTI Sensex Exchange Traded Fund IDCW
UTI Nifty Next 50 Exchange Traded Fund Growth
UTI Focussed Equity Fund Series IV (1104 Days) Regular Growth
UTI Focussed Equity Fund Series IV (1104 Days) Direct IDCW
UTI Focussed Equity Fund Series IV (1104 Days) Direct Growth
UTI Focussed Equity Fund Series IV (1104 Days) Regular IDCW
UTI Focussed Equity Fund Series VI (1150 Days) Direct Growth
UTI Focussed Equity Fund Series VI (1150 Days) Regular Growth
UTI Focussed Equity Fund Series VI (1150 Days) Regular IDCW
UTI Focussed Equity Fund Series VI (1150 Days) Direct IDCW
UTI Nifty Next 50 Index Fund Regular Growth
UTI Nifty Next 50 Index Fund Direct Growth
UTI Bank Exchange Traded Fund Growth
UTI Nifty200 Momentum 30 Index Fund Direct Growth
UTI Nifty200 Momentum 30 Index Fund Regular Growth
Fund house & investment objective
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UTI Mutual Fund
Rank (total assets)#8 in India
Total AUM1,80,599.47 Cr
Date of Incorporation01 Feb 2003
UTI Focussed Equity Fund Series IV (1104 Days) Regular Growth is a Equity Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made avail
UTI Focussed Equity Fund Series IV (1104 Days) Regular Growth is a Equity Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 01 Feb 2003. Vetri Subramaniam, Sachin Trivedi is the Current Fund Manager of UTI Focussed Equity Fund Series IV (1104 Days) Regular Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,80,599 Cr and the Latest NAV as of 06 Oct 2020 is ₹10.25.
The UTI Focussed Equity Fund Series IV (1104 Days) Regular Growth is rated Moderately High risk. ...Read more
Investment Objective
The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of listed companies. Th
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.
...Read more
Fund benchmarkS&P BSE 200 TRI
descriptionScheme Information Document(SID)
Fund house contact details
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Address
UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East) Mumbai 400051
Phone
022-66786666
Launch Date
01 Feb 2003
E-mail
[email protected]
Website
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,
Email
[email protected]
Website
www.karvymfs.com
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	6M	1Y	3Y	All
Fund returns	NA	12.0%	0.7%	0.8%
Category average	NA	66.0%	9.5%	NA
Rank with in category	NA	7	6	NA

Name	Sector	Instrument	Assets
Infosys Ltd.	Technology	Equity	3.0%
ITC Ltd.	FMCG	Equity	1.7%
ICICI Bank Ltd.	Financial	Equity	1.5%
Axis Bank Ltd.	Financial	Equity	1.0%
Eicher Motors Ltd.	Automobile	Equity	1.0%
Ipca Laboratories Ltd.	Healthcare	Equity	1.0%
National Thermal Power Corp. Ltd.	Energy	Equity	1.0%
ICICI Prudential Life Insurance Company Ltd.	Financial	Equity	1.0%
Cipla Ltd.	Healthcare	Equity	1.0%
Sun Pharmaceutical Inds. Ltd.	Healthcare	Equity	1.0%

Rating	NA
Fund size	₹356.83 Cr