HomeMutual FundsUTI Focussed Equity Fund Series IV Regular Growth

Overview (as on 06 Oct 2020)

NAV

₹10.253

1y returns

12.064%

Fund AUM

₹357 Cr

Expense Ratio

2.52%

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax

Asset Allocation

Equity (95.41%)
Debt & Cash (4.59%)
Sector Allocation
Financial Services
25.11%
Health
21.64%
Consumer
16.62%
Tech
9.19%
Utilities
9.08%
Basic Materials
6.88%
Defensive
6.62%
Communication
3.85%
Industrials
1.01%
Size Breakup
Large Cap
56.12%
Mid Cap
43.88%

Key Metrics

Beta 

NA

Std deviation 

NA

Sharpe Ratio 

NA

Holdings

All
Equity
Debt & Cash

Fund Details

Investment Objectives
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 Schemesu2019 objectives will be achieved.
Scheme Name
UTI Focussed Equity Fund Series IV Regular Growth
Scheme Document
Click Here
Exit Load

After 0 Years : 0%

Plan Started
28 September, 2017
Fund Manager
Vetri Subramaniam
Fund House Details
Fund House
UTI Asset Management Co Ltd
Email
NA
Phone
+912266786503;66786578
Address
PMS Division, UTI - Tower, “Gn” Block, Bandra Kurla Complex, Mumbai- 400051

Peer Funds

UTI Focussed Equity Fund Series IV Regular Growth

NAV

₹10.253

INDmoney Analysis

    success

    Fund is in Top 30 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

Vetri Subramaniam
Vetri Subramaniam

Manager

Qualifications
B. Com., PGDM
Work Experience
"Dec 16, 2008 - till date Religare Asset Management Company Ltd. June 9, 2008 - Dec 15, 2008 Head - Equity - Religare AEGON Asset Management Company Pvt. Ltd. Nov 2007 - May 2008 CIO - Motilal Oswal Securities Ltd. Aug 2003 - Oct. 2007 Partner - Capris Investment Management Sept 2001 - Aug 2003 Head - Equity Funds - Kotak Mahindra Asset Management Company Ltd. Apr 1999 - Aug 2001 Chief Investment Advisor - SSKI Investor Services Ltd (Sharekhan.com)"
Sachin Trivedi
Sachin Trivedi

Manager

Work Experience
"null"
Kamal Gada
Kamal Gada

Manager

Work Experience
"null"
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