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You are here : Moneycontrol > Mutual Funds > Large Cap > UTI Mutual Fund > UTI Contra Fund (G)

UTI Contra Fund (G) SET SMS ALERT

12.299
0.03 (0.26%)
NAV as on Jun-18-2013

Fund Family UTI Mutual Fund

Fund Class Large Cap

ranking by CRISIL

Relatively Weak performance in the category

The scheme is ranked 5 in Large Cap category by Crisil. If you are invested in this scheme, its time to switch to a better performing scheme.
View Top ranked funds in this category

Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on Jun-18-2013)

Period Returns (%) Rank #
1 mth -7.3 80
3 mth -1.8 78
6 mth -7.9 76
1 year 7.8 74
2 year -1.1 76
3 year -3.5 70
5 year 4.0 41

# Moneycontrol Rank within 84 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2013 -9.7 - - - -
2012 19.2 -2.6 6.9 5.4 31.7
2011 -9.8 -4.3 -11.4 -10.8 -32.7
2010 -1.4 0.5 12.0 -4.5 7.9
2009 -3.3 40.4 16.2 -0.2 71.7
2008 -26.0 -12.3 1.8 -12.7 -43.7

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -7.3 -1.8 -7.9 7.8 -1.1 -3.5 4.0
Category avg -4.7 0.8 -3.6 12.5 4.1 2.5 4.1
Difference of Fund returns and Category returns -2.6 -2.6 -4.3 -4.7 -5.2 -6.0 -0.1
Best of category 7.2 5.1 4.1 25.9 10.5 8.7 14.1
Worst of category -7.6 -2.2 -11.2 0.8 -3.1 -8.0 -13.8
Benchmark returns # -5.5 1.1 -3.6 13.7 3.7 1.3 4.6
Difference of Fund returns and Benchmark returns -1.8 -2.9 -4.3 -5.9 -4.8 -4.8 -0.6
UTI Contra Fund (G) Review by Crisil - Rating: 1 (Rank 5 out of 5)
# Benchmark Index: S&P BSE 200

Investment Info

Investment Objective

The fund aims to provide long-term capital appreciation/dividend distribution through investments in listed Indian quities and equity related instruments The Fund's investment policies are based on insights from behavioral finance The fund offers an opportunity to benefit from the impact of non-rational investors' behavior by focusing on stocks that are currently undervalued because of emotional and behavioral patterns present in the stock market.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Mar 22, 2006
Benchmark S&P BSE 200
Asset Size (Rs cr) 142.53 (Mar-30-2013)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Sanjay Dongre
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load 1% if redeemed within 1 Year from the date of allotment.

Contact Details

Regd. Office UTI Tower, Gn Block, Bandra-Kurla Complex, Bandra (E), Mumbai, 400051
Tel. No. 66786666
Fax No. 26524921
Email uti@giasbm01.vsnl.net.in
Website http://www.utimf.com

Peer Comparison

Large Cap Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Top 200 Fund (G) Rank 3
11,958.80 -0.2 -5.5 11.3 3.5 10.6
Franklin India Bluechip (G) Rank 3
4,312.21 0.4 -3.2 12.8 5.0 10.1
UTI Opportunities Fund (G) Rank 1
1,846.15 1.7 -4.2 12.2 8.3 12.8
DSP-BR Top 100 Equity - RP (G) Rank 3
3,379.26 -0.7 -7.2 9.4 3.5 8.1
DSP-BR Top 100 Equity - IP (G) Not Ranked
141.29 -0.5 -6.9 10.0 4.0 8.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (May 31, 13)

Equity Sector Value
(Rs cr)
Asset %
ITC Tobacco 10.54 8.08
ICICI Bank Banking/Finance 9.81 7.52
Reliance Oil & Gas 8.06 6.18
Infosys Technology 7.24 5.55
Axis Bank Banking/Finance 6.72 5.16
SBI Banking/Finance 5.94 4.55
Maruti Suzuki Automotive 5.62 4.31
HUL Cons NonDurable 4.74 3.63
Zee Entertain Media 4.52 3.47
Vardhman Text Manufacturing 4.24 3.25

Full Portfolio

Sector Allocation (May 31, 13)

Sector %

1-Year

HighLow

Banking/Finance 25.61 29.22 23.50
Oil & Gas 11.08 11.85 10.53
Tobacco 8.08 8.30 7.28
Automotive 8.02 8.55 7.20
Technology 7.80 9.36 6.76
Metals & Mining 6.90 7.62 6.14

View All Sectors

Asset Allocation (%)(May 31, 13)

Equity 95.52
Others 0.00
Debt 0.09
Mutual Funds N.A
Money Market 0.00
Cash / Call 4.37

View All

Concentration

Holdings (%)
Top 5 32.49
Top 10 51.70
Sector (%)
Top 3 44.77

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