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

UTI Leadership Equity Fund (G)

PLAN: Regular OPTIONS: Growth
24.382 0.34 (1.39%)

NAV as on 24 Apr, 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
OR
Add to Watchist
Have you invested in these stocks? You can track them better in your Portfolio
ranking by CRISIL

Below average performance in the category

The scheme is ranked 4 in Large Cap category by Crisil (for quarter ended Mar 2014) down from Rank 3 last quarter. 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 24 Apr, 2015)

Period Returns (%) Rank #
1 mth -3.8 113
3 mth -7.0 95
6 mth 4.8 93
1 year 26.8 92
2 year 21.5 82
3 year 20.0 26
5 year 10.4 32

# Moneycontrol Rank within 139 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 4.5 - - - -
2014 7.1 14.7 5.9 5.7 -
2013 -4.7 2.6 -1.8 8.8 6.5
2012 14.0 0.6 9.1 3.8 30.7
2011 -5.3 -2.6 -10.7 -6.2 -24.2
2010 -1.1 0.6 14.1 -3.0 12.2

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 -3.8 -7.0 4.8 26.8 21.5 20.0 10.4
Category avg -2.5 -5.5 6.5 29.4 22.1 16.8 8.7
Difference of Fund returns and Category returns -1.3 -1.5 -1.7 -2.6 -0.6 3.2 1.7
Best of category 3.4 1.5 20.9 60.7 39.8 31.4 15.6
Worst of category -6.0 -10.6 -0.4 7.1 10.2 8.2 3.7
Benchmark returns # -2.8 -6.8 3.9 22.4 18.5 16.7 9.3
Difference of Fund returns and Benchmark returns -1.0 -0.2 0.9 4.4 3.0 3.3 1.1
UTI Leadership Equity Fund (G) Review by Crisil - Rating: 2 (Rank 4 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 Growth
Launch date Jan 30, 2006
Benchmark CNX NIFTY
Asset Size (Rs cr) 2,102.56 (Mar-31-2015)
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
33,395.81 -8.1 3.0 28.9 19.4 12.5
ICICI Pru Focused Bluechip Eqty (G) Rank 3
6,131.08 -6.7 4.7 30.7 21.3 14.7
Birla SL Frontline Equity (G) Rank 2
7,900.44 -5.5 8.7 34.8 24.7 14.1
UTI Opportunities Fund (G) Rank 3
8,195.25 -7.5 4.5 31.4 19.5 14.3
UTI Equity Fund (G) Rank 2
4,669.61 -5.6 6.9 36.7 22.6 15.2
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 15)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 131.82 7.38
Axis Bank Banking/Finance 115.92 6.49
ICICI Bank Banking/Finance 96.27 5.39
Infosys Technology 93.42 5.23
Larsen Engineering 83.23 4.66
UltraTechCement Cement 75.73 4.24
Bharat Forge Manufacturing 75.20 4.21
Lupin Pharmaceuticals 71.80 4.02
TCS Technology 70.37 3.94
SBI Banking/Finance 68.59 3.84

Full Portfolio

Sector Allocation (Mar 31, 15)

Sector %

1-Year

HighLow

Banking/Finance 27.99 30.12 24.95
Technology 13.08 17.82 13.08
Automotive 11.86 11.93 9.77
Cement 9.50 9.50 4.93
Pharmaceuticals 8.36 8.38 6.73
Engineering 8.12 8.12 5.61

View All Sectors

Asset Allocation (%)(Mar 31, 15)

Equity 98.88
Others 0.00
Debt 0.64
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.48

View All

Concentration

Holdings (%)
Top 5 29.15
Top 10 49.40
Sector (%)
Top 3 52.93

News & Videos

Messages & Community

Explore Moneycontrol

Copyright © e-Eighteen.com Ltd. All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express written permission of moneycontrol.com is prohibited.