- Scheme Category:
- Equity Scheme >
- Focused Fund
NAV: ₹ ↑ 0.68%
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 16 June, 2026| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|---|
| UTI Focused Fund - Direct Plan - Growth Option | -5.48% | 0.68% | 3.88% | 2.45% | 5.78% | -2.04% | 11.66% | - | - | - |
| SBI FOCUSED FUND - DIRECT PLAN -GROWTH | 0.46% | 0.82% | 1.85% | 0.76% | 9.32% | 11.11% | 17.57% | 13.69% | 16.13% | 15.88% |
| ICICI Prudential Focused Equity Fund - Direct Plan - Growth | -5.58% | 0.44% | 3.54% | 3.17% | 6.65% | 2.8% | 19.44% | 17.65% | 18.69% | 16.26% |
| HDFC Focused Fund - Growth Option - Direct Plan | -5.17% | 0.26% | 2.97% | 2.23% | 3.92% | 0.94% | 17.7% | 19.69% | 17.58% | 15.36% |
| Nippon India Focused Fund - Direct Plan Growth Plan - Growth Option | -2.3% | 0.62% | 2.81% | 3.76% | 8.37% | 1.21% | 13.23% | 12.71% | 15.16% | 14.45% |
| Kotak Focused Fund- Direct Plan- Growth option | -1.81% | 0.41% | 2.87% | 3.32% | 7.21% | 8.5% | 16.55% | 14.3% | - | - |
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 | Aug 2025 | Sep 2025 | Oct 2025 | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 | May 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | 1.36% | 0.22% | 2.98% | 0.71% | -0.47% | -4.35% | -1.17% | -11.21% | 6.71% | -1.59% |
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 | 9.17% | -5.87% |
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. | 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 | 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 | 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 |
|---|---|---|
| 16 June, 2026 | 16.0543 | 0.68% |
| 15 June, 2026 | 15.9453 | 1.28% |
| 12 June, 2026 | 15.7442 | 2.57% |
| 11 June, 2026 | 15.3503 | -0.41% |
| 10 June, 2026 | 15.4128 | -0.27% |
| 9 June, 2026 | 15.4541 | 0.39% |
| 8 June, 2026 | 15.3943 | -1.3% |
| 5 June, 2026 | 15.5978 | -0.12% |
| 4 June, 2026 | 15.616 | 0.28% |
| 3 June, 2026 | 15.5719 | -0.43% |
| 2 June, 2026 | 15.6389 | 0.43% |
| 1 June, 2026 | 15.5727 | -1.06% |
| 29 May, 2026 | 15.7398 | -1.29% |
| 27 May, 2026 | 15.9455 | 0.2% |
| 26 May, 2026 | 15.9137 | -0.37% |
| 25 May, 2026 | 15.9733 | 1.55% |
| 22 May, 2026 | 15.7291 | 0.3% |
| 21 May, 2026 | 15.6828 | -0.08% |
| 20 May, 2026 | 15.6949 | 0.02% |
| 19 May, 2026 | 15.6914 | 0.06% |
| 18 May, 2026 | 15.6819 | 0.08% |
| 15 May, 2026 | 15.6699 | -0.23% |
| 14 May, 2026 | 15.7067 | 0.98% |
| 13 May, 2026 | 15.5546 | 0.14% |
| 12 May, 2026 | 15.5324 | -2.22% |
| 11 May, 2026 | 15.8847 | -1.46% |
| 8 May, 2026 | 16.1193 | -0.43% |
| 7 May, 2026 | 16.1881 | 0.3% |
| 6 May, 2026 | 16.1401 | 1.53% |
| 5 May, 2026 | 15.8968 |
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 16.0543 as on 16 June, 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 -5.48% as on 16 June, 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 -2.04% as on 16 June, 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 11.66% as on 16 June, 2026.