Mutual Fund- 

UTI Focused Equity Fund

By Rajendra

Oct 10, 2022

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Scheme Analysis

Thick Brush Stroke

UTI Focused Equity Fund

Category 

Focused Fund

Inception

-

Benchmark

Nifty 500

Scribbled Arrow

AUM  - 2,802 Cr

Fund Manager

Vishal Chopda

Concentrated Portfolio: Exposure to hand-picked high-conviction ideas.

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Top 5 Holding

ICICI Bank

HDFC Bank

TCS

Larson Toubro

Bharti Airtel

8.51

7.58

5.63

4.06

3.74

Total  -29.52

Optimal Portfolio Diversification: Agnostic to market cap & unbiased to any particular sector

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Financial Services

FMCG

Information Technolgy

Top 5 Sector

30.55

12.29

9.69

8.77

8.60

Automobiles

Capita Goods

Distinct portfolio relative to broader market indices with potential for alpha creation.

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