MF Gyan
otherHigh risk12 years oldSteady vs its 3-year pace

UTI Focussed Equity Fund Series - 1 (2195 Days) - Direct Plan - Growth Option

A specialised fund. Check the scheme details for what it invests in. From UTI Mutual Fund. It's been running since 8 Sep 2014.

Latest price per unit
₹15.3687
▼ 0.02% today
As of 7 Sep 2020 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹1.14 L
▲ ₹14.0k gain · 14.0% / year
Invested 3 years ago
₹1.09 L
▲ ₹9.1k gain · 2.9% / year
Invested 5 years ago
₹1.53 L
▲ ₹53.0k gain · 8.9% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

SIP simulator

Play with a monthly investment

Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.

₹5.0k
Looking back · real
You would have invested₹1.80 L
Value today₹1.95 L
Gain / loss+₹15.5k
XIRR (annualised)5.68%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹1.97 L
Projected gain*+₹16.7k
*at this fund's historical rate of 5.68% per year. Actual future returns can be different — sometimes very different.
Value Cumulative invested
Reality check. The backward SIP is real math on real past NAVs. The forward projection assumes the fund keeps up its historical rate — which rarely happens exactly. Past performance is not a promise. MF Gyan does not recommend any specific investment.
How it compares to peers

Vs 260 other funds in Growth

Same plan
1-year return
14.04%median 11.33% (+2.71%)
Rank #108 of 261Beats 57% of peers
3-year return
2.93%median 8.92% (-5.98%)
Rank #121 of 261Beats 37% of peers
5-year return
8.88%median 3.24% (+5.64%)
Rank #6 of 261Beats 84% of peers
Bumpiness (3Y)
19.93%median 18.29% (+1.63%)
Rank #177 of 261Less risky than 32% of peers
Worst-ever drop
-36.15%median -35.12% (-1.03%)
Rank #107 of 261Less risky than 59% of peers

Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.

Year by year

Calendar-year returns. 4 of last 7 years were positive.

+10%
2014
-6%
2015
+7%
2016
+39%
2017
-13%
2018
+13%
2019
-1%
2020
Best year
2017 · 38.61%
Worst year
2018 · -13.15%

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
19.9%

The value swings roughly 20% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-36.15%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Similar funds you might want to look at

Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.

Head-to-head comparisons

Side-by-side comparisons of UTI Focussed Equity Fund Series - 1 (2195 Days) - Direct Plan - Growth Option against other other funds.

Technical details (for the pros)
CAGR — 1 year14.04%
CAGR — 3 years2.93%
CAGR — 5 years8.88%
CAGR — since launch7.22%
Volatility — 1 year (annualised)27.61%
Volatility — 3 years (annualised)19.93%
Max drawdown — 1 year-36.15%
Max drawdown — 3 years-36.15%
Sharpe ratio — 1 year (rf=6%)0.25
Sharpe ratio — 3 years (rf=6%)-0.15

Fund info

Fund house
UTI Mutual Fund
Category
Growth
Plan
Direct
Option
Growth
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
131019
First price on record
8 Sep 2014 · 1,473 daily prices

About UTI Focussed Equity Fund Series - 1 (2195 Days) - Direct Plan - Growth Option

UTI Focussed Equity Fund Series - 1 (2195 Days) - Direct Plan - Growth Option is a Growth offered by UTI Mutual Fund under the Direct plan with the Growth option. It has approximately 12 years of NAV track record. The fund falls in the other category — A specialised fund. Check the scheme details for what it invests in.

The current NAV of UTI Focussed Equity Fund Series - 1 (2195 Days) - Direct Plan - Growth Option is ₹15.3687 (as of 7 Sep 2020). Historically, it has delivered 14.11% over the last year, 2.93% CAGR over 3 years, 8.88% CAGR over 5 years. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 19.9% annualised volatility — a "high" level of bumpiness; its deepest peak-to-trough fall on record was 36.1%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.

Frequently asked

What is the latest NAV of UTI Focussed Equity Fund Series - 1 (2195 Days) - Direct Plan - Growth Option?+

The latest NAV of UTI Focussed Equity Fund Series - 1 (2195 Days) - Direct Plan - Growth Option is ₹15.3687 as of 7 Sep 2020, down 0.02% from the previous day. NAV is updated once a business day after the market close.

What are the returns of UTI Focussed Equity Fund Series - 1 (2195 Days) - Direct Plan - Growth Option?+

UTI Focussed Equity Fund Series - 1 (2195 Days) - Direct Plan - Growth Option has delivered 1-year return 14.11%, 3-year CAGR 2.93%, 5-year CAGR 8.88%, since-inception CAGR 7.22%. Returns are historical and don't predict future performance — markets move in cycles.

What category does UTI Focussed Equity Fund Series - 1 (2195 Days) - Direct Plan - Growth Option belong to?+

UTI Focussed Equity Fund Series - 1 (2195 Days) - Direct Plan - Growth Option is categorised as Growth. A specialised fund. Check the scheme details for what it invests in.

How risky is UTI Focussed Equity Fund Series - 1 (2195 Days) - Direct Plan - Growth Option?+

Based on its 3-year annualised volatility of 19.9%, UTI Focussed Equity Fund Series - 1 (2195 Days) - Direct Plan - Growth Option sits in the "high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is UTI Focussed Equity Fund Series - 1 (2195 Days) - Direct Plan - Growth Option a direct plan?+

UTI Focussed Equity Fund Series - 1 (2195 Days) - Direct Plan - Growth Option is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).

How old is UTI Focussed Equity Fund Series - 1 (2195 Days) - Direct Plan - Growth Option?+

UTI Focussed Equity Fund Series - 1 (2195 Days) - Direct Plan - Growth Option has NAV history available from 8 Sep 2014 — approximately 12 years of track record and 1,473 daily NAV observations.

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.