36
FocusedAvoid
UTI Focused
UTI · Direct–Growth · rank #20 of 28 by Smart Score
Data updated
Trailing returns
1 Year
2.4%
-0.6% vs index
3 Years
11.2%
-0.3% vs index
5 Years
10.4%
+0.0% vs index
Since launch
10.7%
Year-by-year performance
2022
+1.4%-2.4% vs index
2023
+30.9%+4.3% vs index
2024
+14.4%-1.3% vs index
2025
+8.0%+0.4% vs index
2026
-1.2%+0.9% vs index
Why this score
UTI Focused scores 36/100 — #20 of 28 Focused fund (Avoid). It stands out for volatility and expense ratio — beating 91% of peers on volatility. The main drag is its 5y return (better than only 19% of peers).
Each bar shows the fund's percentile vs Focused peers — a longer bar beats more of the category.
5Y return10.37% · 19th percentile in category
3Y return11.22% · 24th percentile in category
Volatility13.37 · 91st percentile in category
Sharpe ratio0.35 · 23rd percentile in category
Sortino ratio0.48 · 27th percentile in category
Expense ratio0.87% · 70th percentile in category
Top holdings
1.ICICI Bank Ltd9.4%
2.HDFC Bank Ltd8.01%
3.Reliance Industries Ltd5.81%
4.Zomato Ltd5.5%
5.Larsen & Toubro Ltd4.77%
29 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.