- Scheme Category:
- Equity Scheme >
- Focused Fund
NAV: ₹ ↑ 0.66%
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 - Regular Plan - Growth Option and its peers as on 2 July, 2026| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|---|
| UTI Focused Fund - Regular Plan - Growth Option | -4.28% | 0.66% | 1.08% | 4.52% | 9.94% | -2.93% | 10.18% | - | - | - |
| SBI FOCUSED FUND - REGULAR PLAN -GROWTH | 1.67% | 0.92% | 0.78% | 1.72% | 13.07% | 8.75% | 16.12% | 13.11% | 15.05% | 14.79% |
| ICICI Prudential Focused Equity Fund - Growth | -3.21% | 1.06% | 1.76% | 6.91% | 12.37% | 3.19% | 18.69% | 16.91% | 17.63% | 14.92% |
| HDFC Focused Fund - GROWTH PLAN | -3.07% | 0.46% | 0.8% | 6.01% | 9.79% | 0.64% | 16.9% | 18.93% | 16.38% | 14.13% |
| Nippon India Focused Fund -Growth Plan -Growth Option | -1.25% | 0.62% | 0.78% | 3.72% | 13.16% | 1.1% | 12.93% | 12.22% | 14.34% | 13.2% |
| Kotak Focused Fund- Regular plan _ Growth Option | 0.49% | 0.86% | 1.23% | 6.4% | 13.15% | 7.27% | 15.58% | 13.21% | - | - |
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 | Sep 2025 | Oct 2025 | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 | May 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | 0.12% | 2.87% | 0.59% | -0.58% | -4.46% | -1.28% | -11.31% | 6.6% | -1.7% | 3.41% |
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 | 7.92% | -5.94% |
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 - Regular Plan - Growth Option - 30 days NAV (Net asset value) history
| Date | NAV | % change |
|---|---|---|
| 2 July, 2026 | 15.2202 | 0.66% |
| 1 July, 2026 | 15.1198 | 0.83% |
| 30 June, 2026 | 14.9947 | 0.15% |
| 29 June, 2026 | 14.972 | -0.56% |
| 25 June, 2026 | 15.057 | 0.02% |
| 24 June, 2026 | 15.0539 | 0.86% |
| 23 June, 2026 | 14.9249 | -1.02% |
| 22 June, 2026 | 15.0784 | 0.5% |
| 19 June, 2026 | 15.0028 | -0.29% |
| 18 June, 2026 | 15.0471 | 0.18% |
| 17 June, 2026 | 15.02 | 0.53% |
| 16 June, 2026 | 14.9413 | 0.68% |
| 15 June, 2026 | 14.8404 | 1.27% |
| 12 June, 2026 | 14.6547 | 2.56% |
| 11 June, 2026 | 14.2886 | -0.41% |
| 10 June, 2026 | 14.3472 | -0.27% |
| 9 June, 2026 | 14.3862 | 0.39% |
| 8 June, 2026 | 14.331 | -1.31% |
| 5 June, 2026 | 14.5219 | -0.12% |
| 4 June, 2026 | 14.5393 | 0.28% |
| 3 June, 2026 | 14.4988 | -0.43% |
| 2 June, 2026 | 14.5616 | 0.42% |
| 1 June, 2026 | 14.5005 | -1.07% |
| 29 May, 2026 | 14.6576 | -1.3% |
| 27 May, 2026 | 14.8502 | 0.2% |
| 26 May, 2026 | 14.821 | -0.38% |
| 25 May, 2026 | 14.877 | 1.54% |
| 22 May, 2026 | 14.6511 | 0.29% |
| 21 May, 2026 | 14.6085 | -0.08% |
| 20 May, 2026 | 14.6202 |
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 15.2202 as on 2 July, 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 -4.28% as on 2 July, 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 -2.93% as on 2 July, 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 10.18% as on 2 July, 2026.