- Scheme Category:
- Equity Scheme >
- Focused Fund
NAV: ₹ 13.9063 ↓ -2.29%
[as on 27 March, 2026]
NAV chart
SMA (Simple Moving Average)
Returns
CAGR returns till date
CAGR returns of UTI Focused Fund - Regular Plan - Growth Option and its peers as on 27 March, 2026
| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|
| UTI Focused Fund - Regular Plan - Growth Option | -12.54% | -2.29% | -1.05% | -9.34% | -11.89% | -3.85% | 12.92% | - | - | - |
| SBI FOCUSED FUND - REGULAR PLAN -GROWTH | -8.27% | 1.82% | -2.13% | -6.62% | -8.42% | 6.8% | 17.31% | 13.98% | 14.42% | 14.66% |
| ICICI Prudential Focused Equity Fund - Growth | -11.61% | 1.95% | -2.44% | -8.88% | -11.35% | 3.74% | 20.52% | 17.72% | 16.48% | 15.07% |
| HDFC Focused Fund - GROWTH PLAN | -10.85% | -1.76% | -1.08% | -10.22% | -9.99% | -0.32% | 18.34% | 19.59% | 15.57% | 14.5% |
| Nippon India Focused Fund -Growth Plan -Growth Option | -11.9% | -2.39% | -1.86% | -9.05% | -11.12% | -0.35% | 13.4% | 11.81% | 13.11% | 13.85% |
| Kotak Focused Fund- Regular plan _ Growth Option | -10.71% | -2.37% | -1.22% | -9.71% | -9.78% | 5.62% | 15.75% | 12.77% | - | - |
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|
| Returns | - | - | - | - | - | - | -1.18% | 28.36% | 13.45% | 6.64% |
Discrete returns (monthly)
| Month | May 2025 | Jun 2025 | Jul 2025 | Aug 2025 | Sep 2025 | Oct 2025 | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 |
|---|
| Returns | 2.3% | 3.27% | -2.5% | 1.25% | 0.12% | 2.87% | 0.59% | -0.58% | -4.46% | -1.28% |
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 | 6.23% | -12.39% |
Portfolio
Asset allocation
| Equity | Debt | Realestate | Commodities | Cash & Equivalents |
|---|
| 98.38% |
0.00% (Arbitrage: 0.00%) |
0.00% |
0.00% |
1.61% |
Equity
| Name | Symbol / ISIN | Sector | Weight % |
|---|
| EQ - HDFC BANK LIMITED | HDFCBANK (INE040A01034) | Banks | 9.84% |
| EQ - ICICI BANK LTD | ICICIBANK (INE090A01021) | Banks | 8.77% |
| EQ - INFOSYS LTD. | INFY (INE009A01021) | IT - Software | 5.87% |
| EQ - BAJAJ FINANCE LTD. | BAJFINANCE (INE296A01032) | Finance | 5.34% |
| EQ - BHARTI AIRTEL LTD. | BHARTIARTL (INE397D01024) | Telecom - Services | 5.02% |
| EQ - CHOLAMANDALAM INVESTMENT & FIN | CHOLAFIN (INE121A01024) | Finance | 4.50% |
| EQ - LARSEN & TOUBRO LTD. | LT (INE018A01030) | Construction | 4.28% |
| EQ - RELIANCE INDUSTRIES LTD. | RELIANCE (INE002A01018) | Petroleum Products | 4.14% |
| EQ - MARUTI SUZUKI INDIA LTD. | MARUTI (INE585B01010) | Automobiles | 3.68% |
| EQ - HAVELLS INDIA LTD. | HAVELLS (INE176B01034) | Consumer Durables | 3.34% |
| EQ - LTIMindtree Limited | LTIM (INE214T01019) | IT - Software | 3.23% |
| EQ - AVENUE SUPERMARTS LTD. | DMART (INE192R01011) | Retailing | 3.07% |
| EQ - ICICI LOMBARD GENERAL INSURANC | ICICIGI (INE765G01017) | Insurance | 2.99% |
| EQ - GODREJ CONSUMER PRODUCTS LTD | GODREJCP (INE102D01028) | Personal Products | 2.97% |
| EQ - HERO MOTOCORP LTD. | HEROMOTOCO (INE158A01026) | Automobiles | 2.94% |
| EQ - TUBE INVESTMENTS OF INDIA LTD | TIINDIA (INE974X01010) | Auto Components | 2.86% |
| EQ - TATA STEEL LTD. | TATASTEEL (INE081A01020) | Ferrous Metals | 2.65% |
| EQ - PHOENIX MILLS LTD | PHOENIXLTD (INE211B01039) | Realty | 2.55% |
| EQ - JUBILANT FOODWORKS LTD. | JUBLFOOD (INE797F01020) | Leisure Services | 2.27% |
| EQ - BHARAT ELECTRONICS LTD. | BEL (INE263A01024) | Aerospace & Defense | 2.26% |
| EQ - AJANTA PHARMA LTD. | AJANTPHARM (INE031B01049) | Pharmaceuticals & Biotechnology | 2.20% |
| EQ - ASTER DM HEALTHCARE LTD | ASTERDM (INE914M01019) | Healthcare Services | 2.13% |
| EQ - SWIGGY LTD | SWIGGY (INE00H001014) | Retailing | 2.10% |
| EQ - SHREE CEMENT LTD. | SHREECEM (INE070A01015) | Cement & Cement Products | 1.96% |
| EQ - GUJARAT GAS LTD | GUJGASLTD (INE844O01030) | Gas | 1.85% |
| EQ - P I INDUSTRIES LTD | PIIND (INE603J01030) | Fertilizers & Agrochemicals | 1.67% |
| EQ - ASTRAL LTD. | ASTRAL (INE006I01046) | Industrial Products | 1.65% |
| EQ - SYNGENE INTERNATIONAL LTD. | SYNGENE (INE398R01022) | Healthcare Services | 1.53% |
| EQ - LG ELECTRONICS INDIA LIMITED | LGEINDIA (INE324D01010) | Consumer Durables | 0.72% |
Portfolio data is as on date 31 October, 2025
NAV history
UTI Focused Fund - Regular Plan - Growth Option - 30 days NAV (Net asset value) history
| Date | NAV | % change |
|---|
| 27 March, 2026 | 13.9063 | -2.29% |
| 25 March, 2026 | 14.2325 | 2.09% |
| 24 March, 2026 | 13.941 | 2.34% |
| 23 March, 2026 | 13.6229 | -3.06% |
| 20 March, 2026 | 14.0534 | 0.39% |
| 19 March, 2026 | 13.9983 | -3.66% |
| 18 March, 2026 | 14.5301 | 1.15% |
| 17 March, 2026 | 14.3642 | 1.37% |
| 16 March, 2026 | 14.1698 | 0.78% |
| 13 March, 2026 | 14.0602 | -2.29% |
| 12 March, 2026 | 14.3892 | -1.1% |
| 11 March, 2026 | 14.549 | -1.2% |
| 10 March, 2026 | 14.7259 | 1.35% |
| 9 March, 2026 | 14.5304 | -2.03% |
| 6 March, 2026 | 14.8308 | -1.32% |
| 5 March, 2026 | 15.0291 | 0.97% |
| 4 March, 2026 | 14.8842 | -1.65% |
| 2 March, 2026 | 15.1344 | -1.33% |
| 27 February, 2026 | 15.339 | -0.93% |
| 26 February, 2026 | 15.4833 | 0.17% |
| 25 February, 2026 | 15.4569 | 0.49% |
| 24 February, 2026 | 15.3816 | -1.28% |
| 23 February, 2026 | 15.5803 | 0.4% |
| 20 February, 2026 | 15.518 | 0.37% |
| 19 February, 2026 | 15.4603 | -1.34% |
| 18 February, 2026 | 15.6699 | 0.18% |
| 17 February, 2026 | 15.6414 | 0.14% |
| 16 February, 2026 | 15.619 | 0.53% |
| 13 February, 2026 | 15.5369 | -1.06% |
| 12 February, 2026 | 15.7029 | |
FAQ (Frequently asked questions)
What is latest/current NAV/price of UTI Focused Fund - Regular Plan - Growth Option?
The latest NAV of UTI Focused Fund - Regular Plan - Growth Option is 13.9063 as on 27 March, 2026.
What are YTD (year to date) returns of UTI Focused Fund - Regular Plan - Growth Option?
The YTD (year to date) returns of UTI Focused Fund - Regular Plan - Growth Option are -12.54% as on 27 March, 2026.
What are 1 year returns of UTI Focused Fund - Regular Plan - Growth Option?
The 1 year returns of UTI Focused Fund - Regular Plan - Growth Option are -3.85% as on 27 March, 2026.
What are 3 year CAGR returns of UTI Focused Fund - Regular Plan - Growth Option?
The 3 year annualized returns (CAGR) of UTI Focused Fund - Regular Plan - Growth Option are 12.92% as on 27 March, 2026.