UTI Focused Equity Fund is an open-ended equity scheme investing in a maximum of 30 stocks across market capitalisation.

Good to know

Focused Fund
A focused fund usually invests in a limited number of stocks rather than holding a diversified portfolio. Typically, it holds 20 to 30 stocks, unlike some other equity schemes which invest in more than 50 to 100 stocks.

Investment objective

The fund aims to build a concentrated portfolio of up to 30 stocks. It will pick high-quality companies with a track record of a strong return on capital employed (ROCE), cash flow and long sustainable growth. Companies with visibility of business transformation as well as those that are undergoing cyclical headwinds can be a part of the fund. 

At the same time, the fund will avoid companies with management issues, high debt, poor visibility of earnings or growth, inconsistent cash flow and lower ROCE.

A combination of these strategies has the potential to deliver market-beating returns. The fund is suitable for investors who have a long-term goal of wealth creation and are looking to balance an overall conservative portfolio with a high-risk strategy.     

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Asset allocation

Instrument Allocation (% of total assets) Risk profile
Minimum Maximum
Equity and equity-related instruments (maximum 30 stocks) 65 100 High
Debt and money market instruments including securitized debt 0 25 Low to medium
Units issued by REITs and InvITs 0 10 Medium to high

Scheme details

Name UTI Focused Equity Fund
Type An open-ended equity scheme investing in up to 30 stocks across market capitalisation
Category Equity Scheme
Benchmark Nifty 500 TRI
Entry/exit load
  • Entry: Nil 
  • Exit Load:
    Less than 1 year: Nil
    More than or equal to 1 year: 1%
Fund Manager Sudhanshu Asthana
Minimum application amount ₹5,000 and in multiples of ₹1.
Expense ratio Up to 2.25%

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This product is suitable for investors who are seeking*: Riskometer
  • Long term wealth creation  
  • Investment in equity and equity related securities across market capitalisation in maximum 30 stocks
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*Investors should consult their financial advisors if in doubt about whether the product is suitable for them. 

Note: The above information has been sourced from the Scheme Information Document provided by UTI Asset Management Company. To read the entire document, click here

Disclaimer: The above article is purely academic in nature and aims to provide knowledge about basic trading concepts & should not be construed as an opinion or advice to invest or trade. RKSV Securities India Private Limited (brand name Upstox) is the distributor of the mutual fund. Mutual fund investments are subject to market risks; please read all the related documents and/or consult your investment advisor before investing. Past performance of an investment asset does not guarantee future returns.

Mutual fund investments are subject to market risks, read all scheme related documents carefully.

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