34
FocusedAvoid
UTI Focused
UTI · Direct–Growth · rank #21 of 28 by Smart Score
Data updated
Trailing returns
1 Year
-5.4%
-0.7% vs index
3 Years
9.0%
-0.4% vs index
5 Years
8.4%
+0.5% vs index
Since launch
9.5%
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
-5.4%+0.6% vs index
Why this score
UTI Focused scores 34/100 — #21 of 28 Focused fund (Avoid). It stands out for volatility — beating 84% of peers on volatility. The main drag is its 3y return (better than only 24% of peers).
Each bar shows the fund's percentile vs Focused peers — a longer bar beats more of the category.
3Y return8.99% · 24th percentile in category
5Y return8.41% · 27th percentile in category
Volatility13.61 · 84th percentile in category
Sharpe ratio0.18 · 23rd percentile in category
Sortino ratio0.25 · 23rd percentile in category
Alpha-1.32 · 27th percentile in category
Top holdings
1.ICICI Bank Ltd9.04%
2.HDFC Bank Ltd8.13%
3.Reliance Industries Ltd5.96%
4.Zomato Ltd5.54%
5.Larsen & Toubro Ltd4.88%
29 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.