MF Gyan
otherVery high risk9 years oldAccelerating recently (last 6m ≈ 73% p.a.)

UTI Focussed Equity Fund - Series V (1102 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 13 Dec 2017.

Latest price per unit
₹11.8178
▲ 0.03% today
As of 14 Dec 2020 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹1.14 L
▲ ₹13.6k gain · 13.6% / year
Invested 3 years ago
₹1.18 L
▲ ₹18.1k gain · 5.7% / 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₹2.21 L
Gain / loss+₹41.3k
XIRR (annualised)14.31%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹2.26 L
Projected gain*+₹45.9k
*at this fund's historical rate of 14.31% 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
13.61%median 11.33% (+2.28%)
Rank #110 of 261Beats 55% of peers
3-year return
5.70%median 8.92% (-3.21%)
Rank #111 of 261Beats 42% of peers
Bumpiness (3Y)
20.23%median 18.29% (+1.94%)
Rank #188 of 261Less risky than 28% of peers
Worst-ever drop
-36.58%median -35.12% (-1.46%)
Rank #103 of 261Less risky than 60% 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. 3 of last 4 years were positive.

+1%
2017
-8%
2018
+12%
2019
+12%
2020
Best year
2020 · 12.13%
Worst year
2018 · -7.54%

Price over time

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

Bumpiness & worst drops

Day-to-day bumpiness
20.2%

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

Worst drop ever
-36.58%

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 V (1102 Days) - Direct Plan - Growth Option against other other funds.

Technical details (for the pros)
CAGR — 1 year13.61%
CAGR — 3 years5.70%
CAGR — 5 years—
CAGR — since launch5.70%
Volatility — 1 year (annualised)27.84%
Volatility — 3 years (annualised)20.23%
Max drawdown — 1 year-36.58%
Max drawdown — 3 years-36.58%
Sharpe ratio — 1 year (rf=6%)0.27
Sharpe ratio — 3 years (rf=6%)-0.02

Fund info

Fund house
UTI Mutual Fund
Category
Growth
Plan
Direct
Option
Growth
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
141987
First price on record
13 Dec 2017 · 739 daily prices

About UTI Focussed Equity Fund - Series V (1102 Days) - Direct Plan - Growth Option

UTI Focussed Equity Fund - Series V (1102 Days) - Direct Plan - Growth Option is a Growth offered by UTI Mutual Fund under the Direct plan with the Growth option. It has approximately 9 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 V (1102 Days) - Direct Plan - Growth Option is ₹11.8178 (as of 14 Dec 2020). Historically, it has delivered 13.68% over the last year, 5.70% CAGR over 3 years. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 20.2% annualised volatility — a "very high" level of bumpiness; its deepest peak-to-trough fall on record was 36.6%. 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 V (1102 Days) - Direct Plan - Growth Option?+

The latest NAV of UTI Focussed Equity Fund - Series V (1102 Days) - Direct Plan - Growth Option is ₹11.8178 as of 14 Dec 2020, up 0.03% 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 V (1102 Days) - Direct Plan - Growth Option?+

UTI Focussed Equity Fund - Series V (1102 Days) - Direct Plan - Growth Option has delivered 1-year return 13.68%, 3-year CAGR 5.70%, since-inception CAGR 5.70%. Returns are historical and don't predict future performance — markets move in cycles.

What category does UTI Focussed Equity Fund - Series V (1102 Days) - Direct Plan - Growth Option belong to?+

UTI Focussed Equity Fund - Series V (1102 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 V (1102 Days) - Direct Plan - Growth Option?+

Based on its 3-year annualised volatility of 20.2%, UTI Focussed Equity Fund - Series V (1102 Days) - Direct Plan - Growth Option sits in the "very high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is UTI Focussed Equity Fund - Series V (1102 Days) - Direct Plan - Growth Option a direct plan?+

UTI Focussed Equity Fund - Series V (1102 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 V (1102 Days) - Direct Plan - Growth Option?+

UTI Focussed Equity Fund - Series V (1102 Days) - Direct Plan - Growth Option has NAV history available from 13 Dec 2017 — approximately 9 years of track record and 739 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.