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UTI-Focused Fund (IDCW) Equity - Diversified

Plan: OPEN | Option: Dividend | Vishal Chopda

11 Jul 25 | 12:00 AM

15.48 -0.12 (-0.79%)

  • Underperforms

    -0.40%

    Return (1Y)

    underperformed Nifty 500 TRI by -2.57%

  • Less Volatile

    0.87%

    Standard Deviation (1Y)

    Lower Equity - Diversified by -0.20%

  • Not so consistent

    4/12

    Months

    Has beaten Equity - Diversified

  • Value research rating

    Not Rated

Stock Composition

NAV

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9UTI-Focused Fund (IDCW)

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year UTI-Focused Fund (IDCW), has underperformed Nifty 500 TRI by -2.57% (CAGR difference)

-0.40%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of UTI-Focused Fund (IDCW) is Lower than Nifty 500 TRI by -0.20%

0.87%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 4 out of Last 12 Months, i.e 33.33% of the times It beaten its benchmark, Equity - Diversified

Consistency Meter

JavaScript chart by amCharts 3.20.9Monthly Return ComparisonJanJanJanJanJanJanJanJanJanJanJanJan-10010
JavaScript chart by amCharts 3.20.9UTI-Focused Fund (IDCW) Nifty 500 TRI
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJanJanJan-2024
JavaScript chart by amCharts 3.20.9-ve Alpha (%)+ve Alpha (%)

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 12 Stocks beating the benchmark 18 Stocks not beating the benchmark

View Stock Composition