37
FocusedAvoid
UTI Focused
UTI · Direct–Growth · rank #19 of 28 by Smart Score
Data updated
Trailing returns
1 Year
-2.6%
-0.5% vs index
3 Years
9.5%
-0.3% vs index
5 Years
9.8%
+0.3% vs index
Since launch
10.3%
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
-2.8%+0.8% vs index
Why this score
UTI Focused scores 37/100 — #19 of 28 Focused fund (Avoid). It stands out for volatility — 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 return9.48% · 24th percentile in category
Volatility13.40 · 91st percentile in category
5Y return9.77% · 31st percentile in category
Sharpe ratio0.22 · 23rd percentile in category
Sortino ratio0.31 · 23rd percentile in category
Alpha-1.22 · 28th percentile in category
Top holdings
1.ICICI Bank Ltd9.47%
2.HDFC Bank Ltd7.55%
3.Reliance Industries Ltd5.96%
4.Zomato Ltd5.94%
5.Larsen & Toubro Ltd4.88%
29 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.