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UTI Focused Fund - Direct Plan - Growth Option

Focused Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
29
Jul 2026
Equity Holdings
₹2,400.23 Cr
Equity only, excl. debt & cash
AAUM
₹2,366.82 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
33.5%
Moderate
Top 10 Weight
53.3%
Moderate
Changes
34
7 new · 6 exits
Top Sector
Banks
21.5% of portfolio
Launch Date
04 Aug 2021
5 years old

AAUM (Average Assets Under Management) of ₹2,366.82 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month UTI Focused Fund made 7 new additions and exited 6 stocks this month. The biggest new buy was State Bank of India (Banks) at 4.11% weight. Kotak Mahindra Bank Limited was the biggest exit (Banks), which was held at 3.74%. Among existing holdings, Mahindra & Mahindra Limited saw the biggest increase — now at 3.64% of the portfolio. HDFC Bank Limited was trimmed the most, now at 8.01%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 21.5%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
May 2026 Jun 2026
Sector Prev Curr Delta
Banks 20.7% 21.9% +1.3%
Finance 6.7% 7.1% +0.4%
IT - Software 7.2% 6.3% -1.0%
Petroleum Products 5.2% 5.6% +0.5%
Consumer Durables 5.5% 5.6% +0.1%
Pharmaceuticals & Biotechnology 4.7% 5.4% +0.8%
Automobiles 5.1% 5.2% +0.1%
Retailing 5.1% 5.2% +0.1%
Construction 4.6% 4.6% 0.0%
Telecom - Services 3.9% 3.8% 0.0%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 21.9% 21.5% -0.4%
Finance 7.1% 7.5% +0.4%
IT - Software 6.3% 6.8% +0.6%
Automobiles 5.2% 6.4% +1.2%
Petroleum Products 5.6% 5.8% +0.2%
Retailing 5.2% 5.5% +0.3%
Pharmaceuticals & Biotechnology 5.4% 5.4% -0.1%
Consumer Durables 5.6% 5.2% -0.4%
Construction 4.6% 4.8% +0.2%
Telecom - Services 3.8% 4.0% +0.1%
🟢
Biggest New Buy
State Bank of India
4.11% weight · Banks
🔴
Biggest Exit
Kotak Mahindra Bank Limited
3.74% was held · Banks
Biggest Add
Mahindra & Mahindra Limited
+0.78% · now 3.64%
Biggest Trim
HDFC Bank Limited
-0.75% · now 8.01%
🤝 Other funds also bought this month
Adani Enterprises Limited 73 funds
Adani Enterprises Limited
quant Dynamic Asset Allocation Fund
quant ESG Integration Strategy Fund
Samco Active Momentum Fund + more
360 One WAM Limited 31 funds
360 One WAM Limited
Edel BSE Capital Markets & Insurance ETF
DSP Nifty Midcap 150 Qlty 50 Index Fund
Canara Robeco Focused Fund - Direct Plan - Growth Option + more
Coforge Limited 30 funds
Coforge Limited
Mirae Asset Nifty IT ETF
Axis NIFTY IT ETF
Navi Nifty IT Index Fund + more
State Bank of India 26 funds
State Bank of India
HDFC Nifty50 Value 20 ETF
Bajaj Finserv BSE Top 10 Banks ETF
Edelweiss BSE Top 10 Bank ETF + more
LTIMindtree Limited 17 funds
LTIMindtree Limited
Mirae Asset Nifty IT ETF
Axis NIFTY IT ETF
Navi Nifty IT Index Fund + more
CG Power and Industrial Solutions Limited 17 funds
CG Power and Industrial Solutions Limited
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund
Motilal Oswal Asset Management Company Limited
ADITYA BIRLA SUN LIFE NIFTY NEXT 50 ETF + more
👋 Other funds also exited
Kotak Mahindra Bank Limited 67 funds
Kotak Mahindra Bank Limited
Mirae Asset Nifty Bank ETF
Mirae Asset Nifty Financial Services ETF
Baroda BNP Paribas Banking and Financial Services Fund - Direct - Growth Option + more
Tata Steel Limited 58 funds
Tata Steel Limited
DSP Natural Resources and New Energy Fund - Direct Plan - Growth
Bandhan Multi-Factor Fund - Direct Plan - Growth
Mirae Asset BSE 500 Dividend Leaders 50 ETF + more
Infosys Limited 53 funds
Infosys Limited
Axis IT ETF
Navi NiftyIT Index Fund - Direct Plan- Growth
Invesco India Technology Fund - Direct Plan - Growth + more
Tech Mahindra Limited 37 funds
Tech Mahindra Limited
Groww Nifty 50 ETF
Axis IT ETF
Navi NiftyIT Index Fund - Direct Plan- Growth + more
Tube Investments of India Limited 22 funds
Tube Investments of India Limited
Invesco India Manufacturing Fund - Direct Plan - Growth
DSP Midcap Fund - Direct Plan - Growth
DSP Nifty Midcap 150 Quality 50 Index Fund - Direct - Growth + more
ICICI Prudential Asset Management Company Limited 21 funds
ICICI Prudential Asset Management Company Limited
Invesco India Largecap Fund - Direct Plan - Growth
Groww Nifty Capital Markets ETF FOF
Edelweiss BSE Capital Markets & Insurance ETF - Growth + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 7 New Entries 🔴 6 Exits ↑ 13 Increased ↓ 8 Decreased
#StockSectorWeight (Jul 2026)
1
State Bank of India
₹101.71 Cr
Banks 4.11%
2
Coforge Limited
₹90.35 Cr
IT - Software 3.65%
3
LTIMindtree Limited
₹78.52 Cr
IT - Software 3.17%
4
JSW Steel Limited
₹69.85 Cr
Ferrous Metals 2.82%
5
CG Power and Industrial Solutions Limited
₹47.06 Cr
Electrical Equipment 1.90%
6
Adani Enterprises Limited
₹40.63 Cr
Metals & Minerals Trading 1.64%
7
360 One WAM Limited
₹30.65 Cr
Capital Markets 1.24%
#StockSectorLast Weight (Jun 2026)
1
Kotak Mahindra Bank Limited
₹90.22 Cr
Banks 3.74%
2
Infosys Limited
₹85.03 Cr
IT - Software 3.52%
3
Tata Steel Limited
₹81.81 Cr
Ferrous Metals 3.39%
4
Tube Investments of India Limited
₹75.73 Cr
Auto Components 3.14%
5
Tech Mahindra Limited
₹66.02 Cr
IT - Software 2.74%
6
ICICI Prudential Asset Management Company Limited
₹53.28 Cr
Capital Markets 2.21%
#StockSectorJun 2026Jul 2026Change
1
Mahindra & Mahindra Limited
₹90.06 Cr
Automobiles 2.86% 3.64% +0.78%
2
Bajaj Finance Limited
₹108.41 Cr
Finance 3.95% 4.38% +0.43%
3
Maruti Suzuki India Limited
₹68.32 Cr
Automobiles 2.34% 2.76% +0.42%
4
Eternal Limited
₹136.10 Cr
Retailing 5.20% 5.50% +0.30%
5
Hindustan Aeronautics Limited
₹51.11 Cr
Aerospace & Defense 1.80% 2.07% +0.27%
6
Reliance Industries Limited
₹143.86 Cr
Petroleum Products 5.63% 5.81% +0.18%
7
Larsen & Toubro Limited
₹118.17 Cr
Construction 4.60% 4.77% +0.17%
8
Bharti Airtel Limited
₹98.60 Cr
Telecom - Services 3.84% 3.98% +0.14%
9
Havells India Limited
₹54.84 Cr
Consumer Durables 2.09% 2.22% +0.13%
10
Global Health Limited
₹45.68 Cr
Healthcare Services 1.77% 1.85% +0.08%
#StockSectorJun 2026Jul 2026Change
1
HDFC Bank Limited
₹198.26 Cr
Banks 8.76% 8.01% -0.75%
2
Titan Company Limited
₹73.13 Cr
Consumer Durables 3.47% 2.95% -0.52%
3
The Phoenix Mills Limited
₹56.80 Cr
Realty 2.62% 2.30% -0.32%
4
Adani Power Limited
₹39.09 Cr
Power 1.72% 1.58% -0.14%
5
PB Fintech Limited
₹50.77 Cr
Financial Technology (Fintech) 2.14% 2.05% -0.09%
6
Shriram Finance Limited
₹76.41 Cr
Finance 3.15% 3.09% -0.06%
7
Ajanta Pharma Limited
₹72.61 Cr
Pharmaceuticals & Biotechnology 2.99% 2.93% -0.06%
8
Tata Consumer Products Limited
₹59.57 Cr
Agricultural Food & other Products 2.45% 2.41% -0.04%

What Stocks Does This Fund Hold?

29 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹232.53 Cr
Banks
9.40%
2
₹198.26 Cr
Banks
8.01%
3
₹143.86 Cr
Petroleum Products
5.81%
4
₹136.10 Cr
Retailing
5.50%
5
₹118.17 Cr
Construction
4.77%
6
₹108.41 Cr
Finance
4.38%
7
₹101.71 Cr
Banks
4.11%
8
₹98.60 Cr
Telecom - Services
3.98%
9
₹90.35 Cr
IT - Software
3.65%
10
₹90.06 Cr
Automobiles
3.64%
🏆 Top stocks held by Focused funds
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🏦 UTI Mutual Fund — Portfolio & Holdings
See all funds managed by UTI Mutual Fund — conviction stocks, monthly entries & exits

Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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