- Scheme Category:
- Equity Scheme >
- Focused Fund
NAV: ₹ ↑ 0.37%
NAV chart
SMA (Simple Moving Average)
- 50 SMA
- 100 SMA
- 200 SMA
- 400 SMA
Returns
CAGR returns till date
CAGR returns of UTI Focused Fund - Direct Plan - Growth Option and its peers as on 10 August, 2026| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|---|
| UTI Focused Fund - Direct Plan - Growth Option | 0.08% | 0.37% | 0.24% | 3.44% | 5.45% | 6.72% | 12.43% | - | - | - |
| SBI FOCUSED FUND - DIRECT PLAN -GROWTH | 5.62% | 0.41% | -1.16% | 2.4% | 3.83% | 17.9% | 16.87% | 13.95% | 17.64% | 15.91% |
| ICICI Prudential Focused Equity Fund - Direct Plan - Growth | -0.42% | 0.48% | -0.3% | 1.28% | 5.65% | 9.5% | 19.01% | 17.61% | 20.51% | 16.03% |
| HDFC Focused Fund - Growth Option - Direct Plan | -0.74% | -0.18% | -0.77% | 1.45% | 5.29% | 5.99% | 17.49% | 19.95% | 19.9% | 15.42% |
| Nippon India Focused Fund - Direct Plan Growth Plan - Growth Option | 0.19% | -0.14% | 0.4% | 1.36% | 3.52% | 6.96% | 11.86% | 12.4% | 17.2% | 13.82% |
| Kotak Focused Fund- Direct Plan- Growth option | 3.81% | -0.12% | 0.13% | 2.14% | 6.29% | 14.73% | 17.14% | 14.64% | 17.52% | - |
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | - | - | - | - | - | - | 0.57% | 30.35% | 14.99% | 8.05% |
Discrete returns (monthly)
| Month | Oct 2025 | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 | May 2026 | Jun 2026 | Jul 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | 2.98% | 0.71% | -0.47% | -4.35% | -1.17% | -11.21% | 6.71% | -1.59% | 3.51% | 2.52% |
Returns from spefic dates
| Description | CAGR returns from 18 Oct 2021 (Nifty 50 2021 high) | CAGR returns from 26 Sep 2024 (Nifty 50 2024 high) |
|---|---|---|
| Returns | 10.17% | -2.48% |
Portfolio
Asset allocation
| Equity | Debt | Realestate | Commodities | Cash & Equivalents |
|---|---|---|---|---|
| 98.32% | 0.00% (Arbitrage: 0.00%) | 0.00% | 0.00% | 1.69% |
Equity
| Name | Symbol / ISIN | Sector | Weight % |
|---|---|---|---|
| EQ - ICICI BANK LTD | ICICIBANK (INE090A01021) | Banks | 8.99% |
| EQ - HDFC BANK LIMITED | HDFCBANK (INE040A01034) | Banks | 8.59% |
| EQ - INFOSYS LTD. | INFY (INE009A01021) | IT - Software | 5.42% |
| EQ - RELIANCE INDUSTRIES LTD. | RELIANCE (INE002A01018) | Petroleum Products | 5.36% |
| EQ - ETERNAL LIMITED | ETERNAL (INE758T01015) | Retailing | 5.17% |
| EQ - LARSEN & TOUBRO LTD. | LT (INE018A01030) | Construction | 4.75% |
| EQ - BHARTI AIRTEL LTD. | BHARTIARTL (INE397D01024) | Telecom - Services | 4.03% |
| EQ - TATA STEEL LTD. | TATASTEEL (INE081A01020) | Ferrous Metals | 3.90% |
| EQ - KOTAK MAHINDRA BANK LTD. | KOTAKBANK (INE237A01036) | Banks | 3.67% |
| EQ - BAJAJ FINANCE LTD. | BAJFINANCE (INE296A01032) | Finance | 3.62% |
| EQ - TITAN COMPANY LTD. | TITAN (INE280A01028) | Consumer Durables | 3.39% |
| EQ - TECH MAHINDRA LTD. | TECHM (INE669C01036) | IT - Software | 3.34% |
| EQ - AJANTA PHARMA LTD. | AJANTPHARM (INE031B01049) | Pharmaceuticals & Biotechnology | 2.98% |
| EQ - TUBE INVESTMENTS OF INDIA LTD | TIINDIA (INE974X01010) | Auto Components | 2.90% |
| EQ - SHRIRAM FINANCE LTD | SHRIRAMFIN (INE721A01047) | Finance | 2.76% |
| EQ - TRENT LIMITED | TRENT (INE849A01020) | Retailing | 2.61% |
| EQ - TATA MOTORS LTD | TMCV (INE1TAE01010) | Agricultural, Commercial & Construction Vehicles | 2.50% |
| EQ - ASTER DM HEALTHCARE LTD | ASTERDM (INE914M01019) | Healthcare Services | 2.42% |
| EQ - MAHINDRA & MAHINDRA LTD. | M&M (INE101A01026) | Automobiles | 2.40% |
| EQ - HAVELLS INDIA LTD. | HAVELLS (INE176B01034) | Consumer Durables | 2.34% |
| EQ - MARUTI SUZUKI INDIA LTD. | MARUTI (INE585B01010) | Automobiles | 2.22% |
| EQ - PHOENIX MILLS LTD | PHOENIXLTD (INE211B01039) | Realty | 2.21% |
| EQ - ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LIMITED | ICICIAMC (INE346A01027) | Capital Markets | 2.19% |
| EQ - ASTRAL LTD. | ASTRAL (INE006I01046) | Industrial Products | 2.07% |
| EQ - PB FINTECH LTD | POLICYBZR (INE417T01026) | Financial Technology (Fintech) | 2.03% |
| EQ - SHREE CEMENT LTD. | SHREECEM (INE070A01015) | Cement & Cement Products | 1.98% |
| EQ - GUJARAT GAS LTD | GUJGASLTD (INE844O01030) | Gas | 1.69% |
| EQ - ADANI POWER LTD. | ADANIPOWER (INE814H01029) | Power | 1.40% |
| EQ - HINDUSTAN AERONAUTICS LTD | HAL (INE066F01020) | Aerospace & Defense | 1.39% |
Portfolio data is as on date 31 March, 2026
NAV history
UTI Focused Fund - Direct Plan - Growth Option - 30 days NAV (Net asset value) history
| Date | NAV | % change |
|---|---|---|
| 10 August, 2026 | 16.9979 | 0.37% |
| 7 August, 2026 | 16.9347 | -0.21% |
| 6 August, 2026 | 16.9696 | 0.3% |
| 5 August, 2026 | 16.9186 | 0.24% |
| 4 August, 2026 | 16.8777 | -0.47% |
| 3 August, 2026 | 16.9568 | 1.76% |
| 31 July, 2026 | 16.6631 | 0.51% |
| 30 July, 2026 | 16.5786 | 0.25% |
| 29 July, 2026 | 16.5379 | 0.81% |
| 28 July, 2026 | 16.4046 | 0.38% |
| 27 July, 2026 | 16.3425 | 1.32% |
| 24 July, 2026 | 16.1302 | -0.53% |
| 23 July, 2026 | 16.2164 | -0.66% |
| 22 July, 2026 | 16.3241 | -0.98% |
| 21 July, 2026 | 16.4857 | 0.09% |
| 20 July, 2026 | 16.4705 | -0.06% |
| 17 July, 2026 | 16.4802 | 0.81% |
| 16 July, 2026 | 16.347 | -0.28% |
| 15 July, 2026 | 16.393 | 0.37% |
| 14 July, 2026 | 16.3326 | -0.6% |
| 13 July, 2026 | 16.4304 | -0.01% |
| 10 July, 2026 | 16.4325 | 0.98% |
| 9 July, 2026 | 16.2738 | 0.54% |
| 8 July, 2026 | 16.1869 | -1.93% |
| 7 July, 2026 | 16.5047 | 0.08% |
| 6 July, 2026 | 16.4908 | 0.6% |
| 3 July, 2026 | 16.3926 | 0.18% |
| 2 July, 2026 | 16.3628 | 0.67% |
| 1 July, 2026 | 16.2543 | 0.84% |
| 30 June, 2026 | 16.1194 |
FAQ (Frequently asked questions)
What is latest/current NAV/price of UTI Focused Fund - Direct Plan - Growth Option?
The latest NAV of UTI Focused Fund - Direct Plan - Growth Option is 16.9979 as on 10 August, 2026.What are YTD (year to date) returns of UTI Focused Fund - Direct Plan - Growth Option?
The YTD (year to date) returns of UTI Focused Fund - Direct Plan - Growth Option are 0.08% as on 10 August, 2026.What are 1 year returns of UTI Focused Fund - Direct Plan - Growth Option?
The 1 year returns of UTI Focused Fund - Direct Plan - Growth Option are 6.72% as on 10 August, 2026.What are 3 year CAGR returns of UTI Focused Fund - Direct Plan - Growth Option?
The 3 year annualized returns (CAGR) of UTI Focused Fund - Direct Plan - Growth Option are 12.43% as on 10 August, 2026.