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UTI Equity Fund (G)

PLAN: Regular OPTIONS: Growth
103.868 1.94 (1.90%)

NAV as on 27 Feb, 2015

CRISIL MF RANK

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 : Large Cap
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ranking by CRISIL

Good performance in the category

The scheme is ranked 2 in Large Cap category by Crisil (for quarter ended Mar 2014) down from Rank 1 last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

View Top ranked funds in this category

Benchmark Index:
 
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Returns (NAV as on 27 Feb, 2015)

Period Returns (%) Rank #
1 mth -1.7 107
3 mth 3.4 94
6 mth 15.6 57
1 year 54.4 34
2 year 31.8 28
3 year 24.0 7
5 year 17.2 4

# Moneycontrol Rank within 139 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 6.5 18.5 8.0 7.8 -
2013 -6.4 3.0 -1.6 10.7 7.0
2012 15.3 0.2 8.5 4.6 32.4
2011 -5.8 -0.7 -8.5 -5.0 -19.5
2010 -1.7 3.8 14.0 1.2 19.3

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 -1.7 3.4 15.6 54.4 31.8 24.0 17.2
Category avg -0.8 4.2 13.7 47.1 27.4 18.0 10.9
Difference of Fund returns and Category returns -0.9 -0.8 1.9 7.3 4.4 6.0 6.3
Best of category 1.4 9.3 23.1 76.1 38.6 27.5 18.4
Worst of category -4.6 -0.6 4.0 14.6 14.2 8.5 6.4
Benchmark returns # -- 4.0 12.2 44.2 25.4 18.6 11.7
Difference of Fund returns and Benchmark returns -1.7 -0.6 3.4 10.2 6.4 5.4 5.5
UTI Equity Fund (G) Review by Crisil - Rating: 4 (Rank 2 out of 5)
# Benchmark Index: S&P BSE 100

Investment Info

Investment Objective

Investing at least 80% of its funds in equity and equity related instrument with medium to high risk profile and upto 20% in debt and money market instruments with low to medium risk profile.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date May 18, 1992
Benchmark S&P BSE 100
Asset Size (Rs cr) 3,622.40 (Dec-31-2014)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Anoop Bhaskar
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
12,907.28 -0.2 10.0 53.7 20.5 15.0
HDFC Top 200 Fund - Direct (G) Not Ranked
635.77 -0.1 10.3 54.6 -- --
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.02 3.9 14.8 51.3 23.7 18.4
ICICI Pru Focused Bluechip Eqty (G) Rank 3
7,469.08 3.6 14.4 50.1 22.6 17.5
ICICI Pru Focused. Blue -Direct (G) Not Ranked
544.55 3.9 14.8 51.3 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jan 30, 15)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 242.86 5.74
Infosys Technology 218.96 5.18
ICICI Bank Banking/Finance 215.67 5.10
TCS Technology 176.23 4.17
Reliance Oil & Gas 159.75 3.78
Shree Cements Cement 147.43 3.49
Sun Pharma Pharmaceuticals 132.74 3.14
Maruti Suzuki Automotive 120.51 2.85
Axis Bank Banking/Finance 112.96 2.67
Bosch Automotive 112.64 2.66

Full Portfolio

Sector Allocation (Jan 30, 15)

Sector %

1-Year

HighLow

Banking/Finance 23.38 23.95 19.05
Automotive 14.63 14.63 8.27
Technology 11.98 16.22 11.98
Pharmaceuticals 8.43 9.42 8.05
Oil & Gas 7.77 10.00 7.77
Cement 7.34 7.34 5.39

View All Sectors

Asset Allocation (%)(Jan 30, 15)

Equity 96.32
Others 0.00
Debt 0.65
Mutual Funds N.A
Money Market 0.00
Cash / Call 2.99

View All

Concentration

Holdings (%)
Top 5 23.97
Top 10 38.78
Sector (%)
Top 3 49.99

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