Return
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹5000
AUM (Fund size)
₹2,511 Cr
Lock In Period
N/A
Expense Ratio
1.96
Benchmark
NIfty 500 Total Return
Exit Load
Less than one year 1%.Greater than or equal to one year Nil.
Summary
Latest details for UTI Focused Fund Growth include a ₹13.8444 NAV as of Apr 02,2026 and returns since inception of 40.52%. Minimum investments start at SIP ₹500. The UTI Focused Fund Growth AUM is ₹2,511 Cr, with a lock-in of N/A years, expense ratio of 1.96%, and benchmark NIfty 500 Total Return. Exit load is - Less than one year 1%.Greater than or equal to one year Nil.. In the growth review for 1M Month/Year, the fund recorded -9.79% returns, against a category average of -1.15% and a category best of 7.74%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -9.79 | -1.15 | 7.74 |
| 6M | -10.02 | 1.22 | 64.49 |
| 1Y | -2.74 | 3.92 | 137.57 |
| 3Y | 12.01 | 10.10 | 202.94 |
Portfolio Analysis
- Equity: 97.55%
- Debt: 2.44%
- Others
As on: 2026-02-28
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About Fund
UTI Focused Fund Growth managed by UTI Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹2,511 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 1.96. 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundSBI Dividend Yield Fund Growth | 0 | 8986.67 CR | 1.78 |
| This FundICICI Prudential Value Fund - Series 18 Growth | 0 | 169.88 CR | 1.42 |
| This FundUTI Focused Fund Growth | 1 | 2510.57 CR | 1.96 |
| This FundSundaram Emerging Small Cap - Series III Growth | 0 | 299.68 CR | 1.35 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSBI Dividend Yield Fund Growth | 0.9389 | 39.5635 |
| This FundICICI Prudential Value Fund - Series 18 Growth | 54.6122 | 40.4762 |
| This FundUTI Focused Fund Growth | -2.7447 | 40.5228 |
| This FundSundaram Emerging Small Cap - Series III Growth | 15.667 | 197.535 |
FAQs
UTI Focused Fund 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 Growth is 1.96. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
UTI Focused Fund Growth’s fund performance is as follows:
- 1 Month : -9.79%
- 6 Months : -10.02%
- 1 Year : -2.74%
- 3 Years : 12.01%
You can invest in UTI Focused Fund 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 Growth is ₹2,511 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in UTI Focused Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500