UTI Leadership Equity Fund (D) NAV | UTI Mutual Fund | UTI Leadership Equity Fund (D) Investment

MARKET RADAR

SENSEX NIFTY Refresh

You are here : Moneycontrol > Mutual Funds > Large Cap > UTI Mutual Fund > UTI Leadership Equity Fund (D)

SNAPSHOT

SNAPSHOT

Performance

Investment Info

Peers

Portfolio

News and Videos

News Videos

ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Large Cap category by Crisil. If you are already invested in this scheme, you may consider switching to a better performing scheme.
View Top ranked funds in this category

Benchmark Index:

View Historic Graph From To

Returns (NAV as on May-23-2013)

Period	Returns (%)	Rank #
1 mth	0.6	39
3 mth	1.9	23
6 mth	5.9	11
1 year	23.0	13
2 year	6.2	24
3 year	6.4	39
5 year	3.9	39

# Moneycontrol Rank within 84 Large Cap Schemes.

Absolute Returns (in %)

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2013	-4.8	-	-	-	-
2012	13.9	0.5	9.1	3.8	30.6
2011	-5.4	-2.6	-10.7	-6.3	-24.2
2010	-1.0	0.7	14.2	-3.0	12.4
2009	-3.5	40.7	6.0	-0.2	53.3
2008	-27.3	-14.5	-2.2	-22.0	-54.0

View where it stands within its peers

* Returns over 1 year are Annualised

Returns Calculator SIP Calculator

EXPAND ALL

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	0.6	1.9	5.9	23.0	6.2	6.4	3.9
Category avg	0.7	0.9	3.0	17.9	4.4	5.2	3.5
Difference of Fund returns and Category returns	-0.1	1.0	2.9	5.1	1.8	1.2	0.4
Best of category	7.2	6.1	10.9	29.9	10.6	11.8	13.9
Worst of category	-1.7	-3.2	-6.6	3.8	-2.4	-4.3	-15.7
Benchmark returns #	2.2	1.9	6.1	23.4	5.3	6.5	3.8
Difference of Fund returns and Benchmark returns	-1.6	0.0	-0.2	-0.4	0.9	-0.1	0.1

UTI Leadership Equity Fund (D) Review by Crisil - Rating: 3 (Rank 3 out of 5)

# Benchmark Index: CNX NIFTY

Investment Info

Investment Objective

The investment objective of the scheme is to achieve long-term capital appreciation and/or dividend distribution by investing in stocks that are Leaders" in their respective industries sectors/sub-sectors.

Scheme details

Fund Type	Open-Ended
Investment Plan	Dividend
Launch date	Jan 30, 2006
Benchmark	CNX NIFTY
Asset Size (Rs cr)	600.41 (Mar-30-2013)
Minimum Investment	Rs.5000
Last Dividend	Rs.1.00 (Sep-08-2009) 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)
Large Cap	Crisil Rank	Assets (Rs.cr)	3mth (%)	6mth (%)	1yr (%)	3yr (%)	5yr (%)
HDFC Top 200 Fund (G)	Rank 3	11,958.80	0.4	3.8	18.8	7.0	10.0
ICICI Pru Focused Bluechip Eqty (G)	Rank 2	4,290.51	0.9	4.5	21.6	10.6	13.0
Franklin India Bluechip (G)	Rank 3	4,312.21	-0.3	3.7	18.6	7.9	9.1
L&T Equity Fund (G)	Rank 4	2,395.39	1.3	-0.7	16.6	6.5	8.7
DSP-BR Top 100 Equity - RP (G)	Rank 3	3,379.26	0.3	1.6	15.0	6.7	7.6
* Returns over 1 year are Annualised	More »

Portfolio

Top Holdings (Apr 30, 13)

Equity	Sector	Value (Rs cr)	Asset %
ITC	Tobacco	46.04	7.85
ICICI Bank	Banking/Finance	42.47	7.24
HDFC Bank	Banking/Finance	34.12	5.81
Larsen	Engineering	30.24	5.15
SBI	Banking/Finance	29.44	5.02
Reliance	Oil & Gas	27.59	4.70
TCS	Technology	27.57	4.70
Axis Bank	Banking/Finance	26.12	4.45
UltraTechCement	Cement	23.76	4.05
HUL	Cons NonDurable	23.35	3.98