Uti Focused Equity Fund - Regular Plan Growth
Equity | Focused
3Y Returns
14.33%
Min SIP
₹500
Min Lumpsum
₹5000
Expense Ratio
1.96%
Fund Size
₹2435 Cr
Inception Date
25-Aug-21
Fund Manager
Vishal Chopda
Exit Load
1% upto 1Y, Nil on or after 1Y.
Overall Fund Zi Tag
Asset Allocation
Equity
98.81%
Debt & Others
1.19%
Market Cap Allocation
Large Cap
81.33%
Mid Cap
17.48%
Small Cap
0.00%
Other Cap
1.19%
Investment Objective
The Investment Objective Of The Scheme Is To Generate Long Term Capital Appreciation By Investing In Equity & Equityrelated Instruments Of Maximum 30 Stocks Across Market Caps.However, There Can Be No Assurance Or Guarantee That The Investment Objective Of The Scheme Would Be Achieved.
Fund House Detail
AMC Name
UTI Asset Management Company Private Limited
Scheme Document
https://www.utimf.com/forms-and-downloads/Address
UTI Towers, Gn BlockBandra Kurla Complex, Bandra (East)Mumbai - 400 051
Hdfc Focused 30 Fund - Direct Plan - Growth Option
1Y
35.21%
3Y
26.73%
5Y
24.85%
Mahindra Manulife Focused Fund - Direct Plan - Growth
1Y
34.67%
3Y
22.63%
5Y
NA
Jm Focused Fund Direct - Growth Option
1Y
31.54%
3Y
22.18%
5Y
18.46%
Invesco India Focused 20 Equity Fund Direct Plan Growth
1Y
51.56%
3Y
21.95%
5Y
NA
Icici Prudential Focused Equity Fund - Direct Plan - Growth
1Y
36.05%
3Y
21.89%
5Y
25.7%
Bandhan Focused Equity Fund-Direct Plan-Growth
1Y
40.05%
3Y
19.41%
5Y
20.11%
Franklin India Focused Equity Fund - Direct Growth
1Y
28.54%
3Y
18.69%
5Y
21.29%
Quant Focused Fund Direct Plan - Growth
1Y
27.13%
3Y
18.63%
5Y
23.76%
Tata Focused Equity Fund Direct Plan Growth
1Y
29.05%
3Y
18.59%
5Y
NA
Canara Robeco Focused Equity Fund Direct Growth
1Y
33.31%
3Y
18.4%
5Y
NA
Hsbc Focused Fund Direct Plan Growth
1Y
29.92%
3Y
18.11%
5Y
NA
Dsp Focus Fund - Direct Plan - Growth
1Y
27.67%
3Y
17.03%
5Y
17.31%
360 One Focused Equity Fund Direct Plan- Growth
1Y
25.88%
3Y
16.93%
5Y
22.87%
Uti Focused Equity Fund - Direct Plan Growth
1Y
25.23%
3Y
16.13%
5Y
NA
Nippon India Focused Equity Fund - Direct Plan Growth Option Growth
1Y
19.4%
3Y
16.09%
5Y
21.08%
Kotak Focused Equity Fund - Direct Plan - Growth
1Y
28.04%
3Y
15.95%
5Y
19.74%
Aditya Birla Sun Life Focused Equity Fund - Growth-Direct Plan
1Y
29.5%
3Y
15.46%
5Y
18.35%
Union Focused Fund Direct Plan - Growth Option
1Y
21.12%
3Y
12.9%
5Y
18.94%
Motilal Oswal Focused Fund - Direct Growth
1Y
19.12%
3Y
12.65%
5Y
15.46%
Sbi Focused Equity Fund Direct Growth
1Y
21.92%
3Y
10.05%
5Y
17.87%
Mirae Asset Focused Fund - Direct Plan - Growth
1Y
23.29%
3Y
9.97%
5Y
18.56%
Axis Focused 25 Fund - Direct Plan - Growth
1Y
22.91%
3Y
5.56%
5Y
13.17%
Lic Focused 30 Equity Fund - Direct Plan - Growth
1Y
NA
3Y
3.34%
5Y
11.43%
Iti Focused Equity Fund - Direct Plan - Growth
1Y
34.72%
3Y
NA
5Y
NA
Baroda Bnp Paribas Focused Fund Direct Growth
1Y
27.45%
3Y
NA
5Y
NA
Old Bridge Focused Equity Fund - Direct Plan - Growth
1Y
NA
3Y
NA
5Y
NA
Sundaram Focused Fund - Direct Growth
1Y
27.61%
3Y
NA
5Y
NA
Edelweiss Focused Equity Fund - Direct Plan - Growth
1Y
34.89%
3Y
NA
5Y
NA
BUILD WEALTH WITH CONFIDENCE
Kanchenjunga Building, #603, 6th Floor, Connaught Place, 18 Barakhamba Road, New Delhi – 110001
011-42542796
[email protected]
BSE Member code: 58371
Wealthzi Investment Advisers (A division of Lime Internet Private Limited)
[CIN: U74999DL2017PTC310507] [PAN: AADCL2103M] [GSTIN: 07AADCL2103M1ZP]
[SEBI Registered Name: Lime Internet Private Limited] [SEBI RIA Registration No: INA000018133] [BASL Member ID: 2014] [Type of Registration: Non-Individual] [Validity of Registration: Perpetual] [Registered Address: Flat No. 603, 6th Floor, Kanchenjunga Building, 18 Barakhamba Road, New Delhi - 110001] [Principal Officer: Jyoti Prakash Nayak, Email: [email protected]] [Compliance Officer: Harshit Singh, Email: [email protected]] [Grievance Officer: Sanjeev Johari, Email: [email protected]]
[SEBI Regional Office Address: Securities and Exchange Board of India, NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023, Ph: 011-69012998, Email: [email protected]]
Disclaimers:
Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
The information is only for consumption by the client and such material should not be redistributed.