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UTI Focussed Equity Fund - Series IV (1104 Days) - Regular Plan - Growth Option

UTI · Sectoral
Very High
₹10.25
Current NAV
06 Oct 2020
33.4%
1Y Return
30.4%
3Y CAGR
17.4%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Generates significant excess returns relative to benchmark index (Alpha: 6.84).
  • Very large asset base (AUM: ₹12,890 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.24%) which can affect compounding over long horizons.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: Very High Risk
Low Moderate High Very High
Risk Metrics
0.84
Sharpe Ratio
1.04
Beta
6.84
Alpha
0.96
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Fund Details
Fund House UTI
Category Sectoral
AUM ₹12890 Cr
Expense Ratio 2.24%
Min SIP ₹500
Min Lumpsum ₹1000
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