Should I invest in UTI Focussed Equity Fund - Series VI (1150 Days)?

We don't give personal investment advice. UTI Focussed Equity Fund - Series VI (1150 Days) - Regular Plan - Growth Option is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding.

UTI

UTI Focussed Equity Fund - Series VI (1150 Days) - Regular Plan - Growth Option

Latest NAV

₹13.2169

As of

7 Apr 2021

773 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.08%	+0.19%	-0.10	22 / 42	Q3
1W	-0.18%	-1.12%	+0.94	12 / 42	Q2
2W	+0.81%	+0.20%	+0.61	13 / 42	Q2
1M	-2.36%	+0.29%	-2.65	41 / 42	Q4
3M	+3.39%	+2.20%	+1.19	13 / 42	Q2
6M	+24.03%	+2.09%	+21.94	5 / 41	Q1
YTD	+4.85%	-0.80%	+5.65	7 / 41	Q1
1Y	+62.25%	+12.75%	+49.49	3 / 38	Q1
2Y	+15.62%	+7.07%	+8.56	8 / 37	Q1
3Y	+9.21%	+12.23%	-3.02	26 / 33	Q4
4Y	—	—	—	—	—
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+9.23%	+10.40%	-1.17	26 / 42	Q3

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2021 YTD	+4.85%	+26.78%	-21.93	19 / 19
2020	+18.05%	+17.92%	+0.12	10 / 21
2019	+10.45%	+9.49%	+0.96	12 / 21
2018	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+6.96%

27 windows

min -15.2% · max 62.2%

59% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+10.16%

2 windows

min 9.2% · max 11.1%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

20.48%

3-year · annualised

Sharpe ratio

0.22

vs risk-free 6.5%

Sortino ratio

0.30

Downside-only deviation

Max drawdown

-36.04%

Feb 2020 → Mar 2020

% positive months

66.7%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Flexi Cap Fund

Scheme	Fund house	NAV	As of
Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option	Nippon India	₹15.9186	3 Jun 2026
Invesco India Flexi Cap Fund - Regular Plan - Growth	Invesco	₹17.8200	3 Jun 2026
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	Motilal Oswal	₹56.6317	3 Jun 2026
Mirae Asset Flexi Cap Fund - Regular Plan - Growth	Mirae Asset	₹15.4570	3 Jun 2026
Parag Parikh Flexi Cap Fund - Regular Plan - Growth	Parag Parikh	₹81.9366	2 Jun 2026
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option	Edelweiss	₹37.2740	2 Jun 2026
DSP BlackRock Equity Fund - Regular Plan - Dividend	DSP BlackRock	₹55.4440	3 Jun 2026
Baroda BNP Paribas Flexi Cap Fund - Regular Plan - Growth Option	Baroda BNP Paribas	₹15.3812	3 Jun 2026
PGIM India Flexi Cap Fund - Regular Plan - Growth Option	PGIM India	₹34.7300	3 Jun 2026
Axis Flexi Cap Fund - Regular Plan - Growth	Axis	₹25.7800	3 Jun 2026

Recent NAVs

Date	NAV
7 Apr 2021	₹13.2169
6 Apr 2021	₹13.2057
5 Apr 2021	₹13.2009
1 Apr 2021	₹13.3006
31 Mar 2021	₹13.2401
30 Mar 2021	₹13.2595
26 Mar 2021	₹13.1048
25 Mar 2021	₹12.9955
24 Mar 2021	₹13.1108
23 Mar 2021	₹13.2809

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 07 Apr 2021, the NAV of UTI Focussed Equity Fund - Series VI (1150 Days) - Regular Plan - Growth Option is ₹13.2169. It's a Flexi Cap Fund from UTI, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

UTI Focussed Equity Fund - Series VI (1150 Days) - Regular Plan - Growth Option has NAV history starting from 15 Feb 2018, a track record of about 8 years 3 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

UTI Focussed Equity Fund - Series VI (1150 Days) - Regular Plan - Growth Option is managed by UTI. It's classified by AMFI under the 'Flexi Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, UTI Focussed Equity Fund - Series VI (1150 Days) - Regular Plan - Growth Option has delivered a absolute return of 62.25% — +49.49 pp ahead of the Flexi Cap Fund category average of 12.75%. The fund ranks #3 of 38 in its category — the top (Q1) quartile.

Over the trailing 3-year window, UTI Focussed Equity Fund - Series VI (1150 Days) - Regular Plan - Growth Option has delivered a CAGR of 9.21% — -3.02 pp behind the Flexi Cap Fund category average of 12.23%. The fund ranks #26 of 33 in its category — the bottom (Q4) quartile.

UTI Focussed Equity Fund - Series VI (1150 Days) - Regular Plan - Growth Option doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

₹1 lakh invested in UTI Focussed Equity Fund - Series VI (1150 Days) - Regular Plan - Growth Option exactly 3 years ago would be worth approximately ₹130,268 today — a multiplier of 1.30×, based on the 3-year CAGR of 9.21%. The category average over the same window would have grown ₹1 lakh to ₹141,359.

A ₹10,000 monthly SIP in UTI Focussed Equity Fund - Series VI (1150 Days) - Regular Plan - Growth Option over the last 3 years — total invested ₹360,000 — would be worth ₹474,806 today. That's an XIRR (money-weighted annualised return) of 18.80%.

UTI Focussed Equity Fund - Series VI (1150 Days) - Regular Plan - Growth Option doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹474,806 — XIRR 18.80%.

On a 3-year basis, UTI Focussed Equity Fund - Series VI (1150 Days) - Regular Plan - Growth Option ranks #26 out of 33 funds in the Flexi Cap Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 12.23%; this fund delivered 9.21%.

The worst peak-to-trough decline UTI Focussed Equity Fund - Series VI (1150 Days) - Regular Plan - Growth Option has experienced over the last 3-year window is 36.04% — its NAV fell from a high on 20 Feb 2020 to a low on 23 Mar 2020. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 3-year rolling windows, UTI Focussed Equity Fund - Series VI (1150 Days) - Regular Plan - Growth Option averaged 10.16% (best 11.11%, worst 9.21%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.22 — weak risk-adjusted performance.

In calendar year 2020, UTI Focussed Equity Fund - Series VI (1150 Days) - Regular Plan - Growth Option returned 18.05% — beating the Flexi Cap Fund category average of 17.92% by 0.12 pp. It ranked #10 of 21 in its category that year.

UTI Focussed Equity Fund - Series VI (1150 Days) - Regular Plan - Growth Option is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. UTI Focussed Equity Fund - Series VI (1150 Days) - Regular Plan - Growth Option is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.