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UTI Energy Fund (G)

PLAN: Regular OPTIONS: Growth
12.140 0.05 (0.42%)

NAV as on 27 May, 2015

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : UTI Mutual Fund FUND CLASS : Sector - Others
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Close UTI- Petro Fund renamed as UTI Enery Fund with effect from October 05, 2007. (UTI Petro Fund - Income Option Newly introduced w.e.f August 01, 2005.)
Benchmark Index:
 
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Returns (NAV as on 27 May, 2015)

Period Returns (%) Rank #
1 mth 1.1 10
3 mth -4.4 13
6 mth -2.9 13
1 year 0.8 15
2 year 16.3 11
3 year 12.6 7
5 year 2.2 7

# Moneycontrol Rank within 20 Sector - Others Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 0.5 - - - -
2014 8.2 31.8 -7.4 1.9 -
2013 -9.1 -3.8 -6.6 12.8 -6.0
2012 12.6 -3.9 5.4 -0.9 13.9
2011 -7.9 -2.3 -8.4 -13.4 -29.0
2010 -1.7 3.3 5.3 -5.8 2.5

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Sector - Others)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 1.1 -4.4 -2.9 0.8 16.3 12.6 2.2
Category avg 1.6 -3.1 -0.7 16.5 20.1 17.7 8.9
Difference of Fund returns and Category returns -0.5 -1.3 -2.2 -15.7 -3.8 -5.1 -6.7
Best of category 4.0 1.9 5.6 61.4 63.6 44.1 29.3
Worst of category 0.1 -9.2 -8.1 -4.7 9.5 7.1 1.8
Benchmark returns # 1.1 -2.1 -10.1 -13.9 3.1 6.3 -1.0
Difference of Fund returns and Benchmark returns 0.0 -2.3 7.2 14.7 13.2 6.3 3.2
# Benchmark Index: CNX Energy

Investment Info

Investment Objective

Investment will be made in stocks engaged in the following areas: Petro sector covering industries such as oil and gas drilling and exploration refining of crude oil, distribution of oil, gas petro products, pipelines and manufacturing of downstream oil products. All types of Power generation companies. Companies which are into production of Ethanol business related to storage of energy and companies involved in business of delivering energy in different forms. Industrial manufacturing companies which are into manufacturing of equipment related to energy development (like petro and power) and related areas, pipes/cables and laying them. It will also include manufacturing of bulbs and related system Consultancy & Finance: Companies involved in consulting and financing these businesses

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jun 26, 1999
Benchmark CNX Energy
Asset Size (Rs cr) 238.19 (Mar-31-2015)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus 3:2 (Oct-03-2007)
Fund Manager Kaushik Basu / Sachin Trivedi
View performance of schemes managed by the Fund Manager
Notes UTI- Petro Fund renamed as UTI Enery Fund with effect from October 05, 2007. (UTI Petro Fund - Income Option Newly introduced w.e.f August 01, 2005.)

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

Sector - Others Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
UTI Transport & Logistics (G) Not Ranked
395.37 -0.7 4.5 59.8 44.1 29.3
UTI Energy Fund (G) Not Ranked
238.19 -4.4 -2.9 0.8 12.6 2.2
SBI Magnum Comma Fund (G) Not Ranked
228.44 1.7 -0.7 5.2 9.4 1.8
Can Robeco FORCE - Direct (G) Not Ranked
2.18 -4.0 5.6 35.9 -- --
Can Robeco FORCE - IP (G) Not Ranked
0.01 -4.1 5.3 34.9 26.6 16.9
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 30, 15)

Equity Sector Value
(Rs cr)
Asset %
Larsen Engineering 17.94 7.86
Power Grid Corp Utilities 12.18 5.33
Reliance Oil & Gas 12.03 5.27
ONGC Oil & Gas 11.55 5.06
KEC Intl Engineering 9.08 3.98
BPCL Oil & Gas 8.79 3.85
NTPC Utilities 7.88 3.45
Axis Bank Banking/Finance 7.67 3.36
GAIL Oil & Gas 7.57 3.31
Crompton Greave Engineering 7.35 3.22

Full Portfolio

Sector Allocation (Apr 30, 15)

Sector %

1-Year

HighLow

Oil & Gas 29.58 34.53 28.89
Engineering 28.09 28.09 21.66
Utilities 16.50 20.22 16.09
Banking/Finance 8.65 8.65 4.63
Metals & Mining 8.12 14.87 8.12
Manufacturing 3.29 3.51 0.87

View All Sectors

Asset Allocation (%)(Apr 30, 15)

Equity 98.05
Others 0.00
Debt 1.22
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.76

View All

Concentration

Holdings (%)
Top 5 27.50
Top 10 44.69
Sector (%)
Top 3 74.17

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