HomeMutual FundsUTI Focussed Equity Fund Series VI Regular Income Dist cum Cap Wdrl

Overview (as on 07 Apr 2021)

NAV

₹13.2169

1y returns

62.248%

Fund AUM

₹405 Cr

Expense Ratio

1.29%

Fund Performance

Calculator

Monthly SIP
Lumpsum

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For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
Axis Bluechip Fund Pyt of Inc Dis cum Cap Wdrl
₹0
-Infinity% projected returns
Nippon India Large Cap Fund Payout Inc Dist cum Cap Wdrl
₹0
-Infinity% projected returns
SBI Bluechip Fund Regular Payout Inc Dist cum Cap Wdrl
₹0
-Infinity% projected returns
Mirae Asset Large Cap Fund Regular Payout of Income Distribution cum capital withdrawal
₹0
-Infinity% projected returns
Aditya Birla Sun Life Frontline Equity Fund Payout Inc Dist cum Cap Wdrl
₹0
-Infinity% projected returns

Asset Allocation

Equity (98.00%)
Debt & Cash (2.00%)
Sector Allocation
Financial Services
24.38%
Consumer
21.49%
Health
18.26%
Defensive
8.21%
Tech
8.04%
Utilities
8.02%
Communication
8.00%
Basic Materials
3.60%
Size Breakup
Large Cap
64.67%
Mid Cap
35.33%

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 VI Regular Income Dist cum Cap Wdrl
Scheme Document
Click Here
Exit Load

After 0 Months : 0%

Plan Started
12 February, 2018
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

Other Related Plans

Fund NamePlan TypeExpense Ratio1yr Returns
UTI Focussed Equity Fund Series VI Direct Growth
NR
Direct0.63%63.05%
UTI Focussed Equity Fund Series VI Direct Income Dist cum Cap Wdrl
NR
Direct0.63%63.05%

Peer Funds

SBI Bluechip Fund Regular Payout Inc Dist cum Cap Wdrl  

EquityLarge-CapRegularVery High Risk

1 yr returns

55.23%

AUM

₹26,838 Cr

Expense Ratio

1.8%

Axis Bluechip Fund Pyt of Inc Dis cum Cap Wdrl  

EquityLarge-CapRegularVery High Risk

1 yr returns

39.71%

AUM

₹24,598 Cr

Expense Ratio

1.83%

Mirae Asset Large Cap Fund Regular Payout of Income Distribution cum capital withdrawal  

EquityLarge-CapRegularVery High Risk

1 yr returns

49.33%

AUM

₹23,762 Cr

Expense Ratio

1.63%

Aditya Birla Sun Life Frontline Equity Fund Payout Inc Dist cum Cap Wdrl  

EquityLarge-CapRegularVery High Risk

1 yr returns

51.91%

AUM

₹19,499 Cr

Expense Ratio

1.7%

Nippon India Large Cap Fund Payout Inc Dist cum Cap Wdrl  

EquityLarge-CapRegularVery High Risk

1 yr returns

47.29%

AUM

₹10,069 Cr

Expense Ratio

1.88%

UTI Focussed Equity Fund Series VI Regular Inco...

NAV

₹13.2169

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

leader

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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