UTI Focused Equity Fund Direct - Growth - NFO

Equity
Focused
Very High Risk
Launch date04 Aug 2021
Allotment date25 Aug 2021
End date18 Aug 2021
NAV₹10.00

Fund Overview

Overview of UTI Focused Equity Fund Direct - Growth - NFO

Expense ratio, exit load and tax

Expense ratio: 0.59%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 365 days.

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

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Vishal Chopda
May 2022 - Present
View details

Education
Mr. Chopda is BE, PGDM & CFA
Experience
He joined UTI AMC in January 2011 and worked for the past 7 years as Research Analyst. He has previously worked with Care Ratings.
Also manages these schemes

Deepesh Agarwal
May 2022 - Present
View details

Education
Mr. Agarwal is B.Com, C.A and CFA.
Experience
Prior to joining UTI Mutual Fund, he has worked with Ambit Capital, Hexaware Technologies, Mahajan & Aibara and MVK Associates.
Also manages these schemes

Fund house & investment objective

Rank (total assets)#8 in India
Total AUM₹2,86,478.39Cr
Date of Incorporation14 Nov 2002

UTI Focused Equity Fund Direct - Growth - NFO is a Equity Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 14 Nov 2002. Sudhanshu Asthana is the Current Fund Manager of UTI Focused Equity Fund Direct - Growth - NFO fund. The fund currently has an Asset Under Management(AUM) of ₹2,86,478 Cr and the Latest NAV as of 25 Aug 2021 is ₹10.00. The UTI Focused Equity Fund Direct - Growth - NFO is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹5,000. Exit load of 1% if redeemed within 365 days. ;

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
Website
NA
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