Comprehensive analysis of UTI-Focused Fund - Direct (IDCW) (42217) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
UTI Asset Management Company Ltd
The investment objective of the scheme is to generate long term capital appreciation by investing in equity & equity related 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.
A comprehensive at-a-glance view of key mutual fund health indicators
Moderate Returns
High Risk
Low Expense Ratio
Equity Focused
Established Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Market exposure level
Outperformance vs benchmark
Recent performance momentum
Historical performance consistency
Fund management costs
Fund manager experience
Assets under management
Risk-adjusted returns
This fund has underperformed its benchmark by 0.04% over the 3Y period.
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| HDFC Bank Ltd | Banks | 9.93% |
| HDFC Bank Ltd | Banks | 9.79% |
| ICICI Bank Ltd | Banks | 8.52% |
| ICICI Bank Ltd | Banks | 8.28% |
| Infosys Ltd | IT - Software | 5.99% |
| Infosys Ltd | IT - Software | 5.88% |
| Bharti Airtel Ltd | Telecomm-Service | 4.87% |
| Bharti Airtel Ltd | Telecomm-Service | 4.79% |
| Godrej Consumer Products Ltd | FMCG | 4.25% |
| Bajaj Finance Ltd | Finance | 4.12% |
Compare against Focused Fund category average
This comparison shows how the fund performs relative to the Focused Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Focused Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| SBI Focused Fund - Direct (G) | ₹400.76 | 8.38% | 10.19% | 20.90% |
| SBI Focused Fund (G) | ₹357.09 | 7.96% | 9.29% | 19.84% |
| HDFC Focused Fund - Direct (G) | ₹261.59 | 7.65% | 11.36% | 29.16% |
| HDFC Focused Fund - Regular (G) | ₹230.82 | 7.12% | 10.18% | 27.60% |
| Sundaram Focused Fund - Direct (G) | ₹179.98 | 1.75% | 3.61% | 20.78% |
| Sundaram Focused Fund (G) | ₹162.59 | 1.27% | 2.60% | 19.53% |
| Aditya Birla SL Focused Fund-Direct (G) | ₹162.19 | 6.81% | 9.04% | 21.80% |
| Aditya Birla SL Focused Fund (G) | ₹144.04 | 6.33% | 8.03% | 20.63% |
| Nippon India Focused Fund - Direct (G) | ₹134.33 | 7.68% | 4.14% | 20.24% |
| Franklin India Focused Equity Fund - Direct (G) | ₹122.21 | 3.46% | 3.49% | 22.73% |
A seasoned investment professional with over 4 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.