UTI Focused Fund (30 Stocks) Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
UTI Focused Fund (30 Stocks) Growth Fund Overview
Min. investment
SIP ₹500 & Lump. ₹5000
AUM (Fund size)
₹2,487 Cr
Lock In Period
N/A
Expense Ratio
2.28
Exit Load
Less than one year 1%.Greater than or equal to one year Nil.
Benchmark
NIfty 500 Total Return
UTI Focused Fund (30 Stocks) Growth Calculate Returns
You would have got
Your Investment Amount
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -7.00 | -1.12 | 2.31 |
| 6M | 4.79 | 3.97 | 30.87 |
| 1Y | -5.71 | 3.88 | 28.06 |
| 3Y | 7.10 | 14.12 | 71.57 |
Portfolio Analysis
- Equity: 97.74%
- Debt: 2.25%
- Others
As on: 2026-08-31
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About Fund UTI Focused Fund (30 Stocks) Growth
UTI Focused Fund (30 Stocks) Growth managed by UTI Mutual Fund,is a Focused Fundsscheme with Assets Under Management of ₹2,487 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.28. Under the expert guidance of Vishal Chopda ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Vishal Chopda
.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Tata Focused Fund Growth | 2 | 1,755 CR | 2.24 |
| Nippon India Focused Fund Growth | 3 | 8,650 CR | 2.02 |
| UTI Focused Fund (30 Stocks) Growth | 1 | 2,487 CR | 2.28 |
| Invesco India Focused Fund Growth | 4 | 6,453 CR | 1.94 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundTata Focused Fund Growth | -8.0595 | 20.7535 |
| This FundNippon India Focused Fund Growth | -3.7993 | 22.5774 |
| This FundUTI Focused Fund (30 Stocks) Growth | -5.7092 | 22.8498 |
| This FundInvesco India Focused Fund Growth | 1.8438 | 64.9297 |
UTI Focused Fund (30 Stocks) Growth FAQs
UTI Focused Fund (30 Stocks) Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of UTI Focused Fund (30 Stocks) Growth is 2.28. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
UTI Focused Fund (30 Stocks) Growth’s fund performance is as follows:
- 1 Month : -7.00%
- 6 Months : 4.79%
- 1 Year : -5.71%
- 3 Years : 7.10%
You can invest in UTI Focused Fund (30 Stocks) Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of UTI Focused Fund (30 Stocks) Growth is ₹2,487 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in UTI Focused Fund (30 Stocks) Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
