TickerKhojUTI Mutual Fund · Equity · Focused · Direct plan
UTI Focused Fund (30 stocks) - Direct Plan - Growth
₹15.9407NAV on 30 Oct 2026Expense ratio 1.14%
29 Oct 2025NAV low 14.58 · high 17.15-6.6%
In plain words
Over 3 years it returned +10.0% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -19.3%.
On 3-year return it ranks 21 of 27 funds in Focused.
A monthly SIP over 5 years ended ₹27,446 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | +1.0% | +1.9% |
| 3 months | -3.9% | -5.1% |
| 6 months | +0.7% | -3.2% |
| 1 year | -6.0% | -10.2% |
| 3 years (yearly) | +10.0% | +7.4% |
| 5 years (yearly) | +8.9% | +6.5% |
| Since start (yearly) | +9.4% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,16,927 | -4.2% |
| 3 years | ₹3,60,000 | ₹3,72,564 | +2.1% |
| 5 years | ₹5,90,000 | ₹7,23,542 | +8.0% |
Other plan of this fund: UTI Focused Fund (30 stocks) - Regular Plan - Growth