UTI Focussed Equity Fund Series V (1102 Days) Regular Growth+2.03%

3
4.73%
1 Year Return
Equity
Diversified
3.0star
6M
1Y
All

Fund Details

UTI Focussed Equity Fund Series V (1102 Days) Regular Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio1.28%
NAV9.68 (25 Sep 2020)
Fund Started08 Dec 2017
Fund Size624 Cr

Returns

1Y
3Y*
5Y*
Since inception*
UTI Focussed Equity Fund Series V (1102 Days) Regular Growth
4.7%
NA
NA
-1.2%
Category Average
11.6%
2.8%
7.5%
-
Rank within category
11
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    0
    with 4.7% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    Infosys Ltd.TechnologyEquity8.8%
    ICICI Bank Ltd.FinancialEquity7.5%
    Multi Commodity Exchange IndiaFinancialEquity6.9%
    Torrent Pharmaceuticals Ltd.HealthcareEquity5.9%
    Crompton Greaves Consumer Electricals Ltd.Cons DurableEquity5.6%
    Cipla Ltd.HealthcareEquity5.5%
    Axis Bank Ltd.FinancialEquity5.3%
    Gujarat Gas Ltd.ChemicalsEquity5.1%
    Eicher Motors Ltd.AutomobileEquity4.7%
    Ipca Laboratories Ltd.HealthcareEquity4.6%
    See All

    Fund Managers

    addVetri Subramaniam
    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.
    Funds Managed
    addSachin Trivedi
    Education
    Mr. Sachin Trivedi is a CFA.
    Experience
    He has been associated with UTI AMC for over a decade.
    Funds Managed

    UTI Focussed Equity Fund Series V (1102 Days) Regular Growth Details

    UTI Focussed Equity Fund Series V (1102 Days) Regular Growth is a Equity Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 08 Dec 2017. Vetri Subramaniam, Sachin Trivedi is the Current Fund Manager of UTI Focussed Equity Fund Series V (1102 Days) Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹624 Cr and the Latest NAV as of 25 Sep 2020 is ₹9.68.

    The UTI Focussed Equity Fund Series V (1102 Days) Regular Growth is rated Moderately High risk.

    Investment Objective

    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.

    Scheme Information Document(SID)

    Not Supported
    Min for First Investment
    Not Supported
    Min for Second Investment
    Nil
    Exit Load

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    About UTI Mutual Fund

    Address
    UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East) Mumbai 400051
    Phone
    022-66786666
    Launch Date
    01 Feb 2003
    Website
    NA
    UTI Mutual Fund
    Asset Management Company
    Custodian
    Stock Holding Corp. of India Ltd.
    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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