UTI-Focused Fund (IDCW) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of UTI-Focused Fund (IDCW) (42215) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
UTI-Focused Fund (IDCW)
UTI Asset Management Company Ltd
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Weak Returns
Risk
High Risk
Expenses
Moderate Expenses
Portfolio Mix
Equity Focused
Management
Established Team
Quality Score
Below Average
UTI-Focused Fund (IDCW) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Cautious Entry Point
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Cautious Entry Point
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Key Factors Analysis
Equity Exposure
Market exposure level
Alpha Generation
Outperformance vs benchmark
Long-term Track Record
Historical performance consistency
1-Year Returns
Recent performance momentum
Management Stability
Fund manager experience
Fund Size
Assets under management
Risk Assessment
Risk-adjusted returns
Cost Efficiency
Fund management costs
Investment Timing Insights
3Y Performance Comparison
This fund has underperformed its benchmark by 1.56% over the 3Y period.
See how your money can grow and compare with popular investment options
Your Investment
Compare With Popular Options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Sector | % Assets |
|---|---|---|
| HDFC Bank Ltd | Banks | 9.93% |
| ICICI Bank Ltd | Banks | 8.52% |
| Infosys Ltd | IT - Software | 5.88% |
| Bharti Airtel Ltd | Telecom-Service | 4.79% |
| Godrej Consumer Products Ltd | FMCG | 4.25% |
| Bajaj Finance Ltd | Finance | 4.00% |
| Reliance Industries Ltd | Refineries | 3.76% |
| Havells India Ltd | Consumer Durables | 3.67% |
| Avenue Supermarts Ltd | Retail | 3.30% |
| Axis Bank Ltd | Banks | 3.30% |
Sector Breakdown
Compare against Focused Fund category average
Performance Summary
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
UTI-Focused Fund (IDCW) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| SBI Focused Fund - Direct (G) | ₹407.49 | 15.40% | 6.49% | 16.25% |
| SBI Focused Fund (G) | ₹362.26 | 14.94% | 5.64% | 15.25% |
| HDFC Focused Fund - Direct (G) | ₹271.42 | 15.49% | 7.14% | 23.76% |
| HDFC Focused Fund - Regular (G) | ₹238.77 | 14.90% | 6.03% | 22.28% |
| Sundaram Focused Fund - Direct (G) | ₹180.07 | 10.43% | -4.16% | 14.21% |
| Aditya Birla SL Focused Fund-Direct (G) | ₹162.54 | 12.89% | -1.00% | 16.22% |
| Sundaram Focused Fund (G) | ₹162.22 | 9.90% | -5.08% | 13.03% |
| Aditya Birla SL Focused Fund (G) | ₹143.96 | 12.37% | -1.91% | 15.12% |
| Nippon India Focused Fund - Direct (G) | ₹135.48 | 15.74% | -2.02% | 14.69% |
| Franklin India Focused Equity Fund - Direct (G) | ₹124.36 | 14.52% | -1.46% | 17.35% |
Category Average Returns
Vishal Chopda
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.