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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹0 & Lump. ₹5000

AUM (Fund size)

₹1,102 Cr

Lock In Period

N/A

Expense Ratio

N/A

Benchmark

BSE 200

Exit Load

Nil

Summary

Latest details for UTI Focussed Equity Fund Series II Growth include a ₹ NAV as of Apr 23,2026 and returns since inception of --%. Minimum investments start at SIP ₹0. The UTI Focussed Equity Fund Series II Growth AUM is ₹1,102 Cr, with a lock-in of N/A years, expense ratio of N/A%, and benchmark BSE 200. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of -0.66% and a category best of 13.98%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.00-0.6613.98
6M0.001.1064.49
1Y0.004.11137.57
3Y0.0011.90202.94

Portfolio Analysis

  • Equity:
  • Debt:
  • Others
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About Fund

UTI Focussed Equity Fund Series II Growth managed by UTI Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹1,102 Crore. The fund benchmarks its performance against the BSE 200 while maintaining an expense ratio of . Under the expert guidance of Lalit Nambiar ,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

Lalit Nambiar

Mr. Lalit is a Commerce Graduate and holds a Degree in MMS and CFA. Prior to joining UTI AMC, he was with SBI Capital Markets Ltd. as AVP in Research Dept., as Research Analyst with UTI Sec Ltd. and with IIT Investrust Ltd. as Sr. Manager in Research Dept.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundSundaram Emerging Small Cap - Series III Growth0299.68 CR1.35
Fund Name1Y3Y
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

FAQs

UTI Focussed Equity Fund Series II 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 Focussed Equity Fund Series II Growth is . This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

UTI Focussed Equity Fund Series II Growth’s fund performance is as follows:
  • 1 Month : 0.00%
  • 6 Months : 0.00%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of UTI Focussed Equity Fund Series II Growth are updated daily based on NAV of ₹ as on undefined NaN,NaN. Since inception, the return has been 0.00%.

You can invest in UTI Focussed Equity Fund Series II 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 Focussed Equity Fund Series II Growth is ₹1,102 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in UTI Focussed Equity Fund Series II 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