FundLens
40
FocusedAvoid

UTI Focused

UTI · Direct–Growth · rank #20 of 28 by Smart Score

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
0.1%
-0.5% vs index
3 Years
11.5%
-0.7% vs index
5 Years
Since launch
10.7%

Year-by-year performance

last entry = YTD
2022
+1.4%
2023
+30.9%
2024
+14.4%
2025
+8.0%
2026
-2.5%

Why this score

UTI Focused scores 40/100 — #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 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 return11.52% · 24th percentile in category
Volatility13.34 · 91st percentile in category
Sharpe ratio0.38 · 25th percentile in category
Alpha-1.38 · 23rd percentile in category
Sortino ratio0.52 · 27th percentile in category
Expense ratio0.90% · 69th percentile in category

Other Focused funds