Last NAV: 9.3139

UTI FOCUSSED EQUITY FUND SERIES VI (1150 DAYS) - REGULAR PLAN   -   Growth

INVESTMENT OBJECTIVE : The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of listed companies. The scheme will without any capitalization bias endeavour to invest in either growth stocks or value stocks or both. The Scheme will normally hold upto 30 stocks in the portfolio.

Annualized Return Last 5 years Last 3 years Last 1 year Year To date Month to date
-5.75% 0.00% 0.00% -5.65% -2.61% -5.53%
Sharpe Ratio Sortino Ratio Calmar Ratio Volatility Max drawdown Positive Months
-0.41 -0.65 -0.33 14.18% -17.23% 43.75%
Riskometer
Moderately-High
Investors understands that their principle will be at moderately high risk

Key Specifications

Category Equity: Multi Cap
AUM INR   305.61   Cr.
Inception Date 05/02/2018
Minimum Initial Investment INR   5000
Minimum Subsequent Investment INR   1

Year Jan Feb March April May June July Aug Sept Oct Nov Dec Total
2018 0.00 0.52 -2.87 6.74 -4.68 -3.24 5.90 4.18 -11.07 -1.74 1.62 1.43 -4.50
2019 -1.89 -0.83 7.21 -1.18 -5.53 0.00 0.00 0.00 0.00 0.00 0.00 0.00 -2.61
all values are in %

Allocation Mandate

Equity Allocation Min: 65   Max: 100
Debt Allocation Min: 0   Max: 35
Commodity Allocation Min: 0   Max: 0
Money Market Min: 0   Max: 35

About Fund Managers:

Vetri Subramaniam UTI

  • Job Since 22/01/2018 00:00:00
  • Email gottlieb.lucious@gmail.com
  • Experience Prior to joining UTI Asset Management Company, he was working with Invesco AMC as the Chief Investment Officer. He had also worked with Motilal Oswal Securities Ltd., Capris Investment Management, Kotak Mahindra Asset Management, SSKI Investors Services Ltd. and SSKI Securities Pvt. Ltd.
  • Education Mr. Subramaniam is a B.Com (H) and PGDBM (Finance) from IIM Bangalore

Sachin Trivedi UTI

  • Job Since 22/01/2018 00:00:00
  • Email gottlieb.lucious@gmail.com
  • Experience He has been associated with UTI AMC for over a decade.
  • Education Mr. Sachin Trivedi is a CFA.

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