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UTI Leadership Equity Fund (G)

PLAN: Regular OPTIONS: Growth
26.865 0.77 (2.96%)

NAV as on 02 Mar, 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

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:
 
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Returns (NAV as on 02 Mar, 2015)

Period Returns (%) Rank #
1 mth 3.3 44
3 mth 6.7 56
6 mth 13.6 76
1 year 51.3 84
2 year 29.9 70
3 year 23.6 20
5 year 13.4 32

# Moneycontrol Rank within 139 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
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 3.3 6.7 13.6 51.3 29.9 23.6 13.4
Category avg 2.6 6.0 13.2 51.2 28.6 19.3 11.0
Difference of Fund returns and Category returns 0.7 0.7 0.4 0.1 1.3 4.3 2.4
Best of category 5.6 10.4 22.8 80.1 40.1 28.9 18.6
Worst of category -0.9 1.4 3.1 22.4 14.8 9.8 7.2
Benchmark returns # 2.7 5.4 10.9 44.6 25.6 18.8 12.1
Difference of Fund returns and Benchmark returns 0.6 1.3 2.7 6.7 4.3 4.8 1.3
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) 1,753.72 (Dec-31-2014)
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
12,907.28 1.7 9.3 57.7 21.9 15.2
HDFC Top 200 Fund - Direct (G) Not Ranked
635.77 1.8 9.6 58.6 -- --
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.02 5.7 14.2 55.1 24.9 18.6
ICICI Pru Focused Bluechip Eqty (G) Rank 3
7,469.08 5.4 13.7 53.8 23.9 17.7
ICICI Pru Focused. Blue -Direct (G) Not Ranked
544.55 5.6 14.1 55.0 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jan 30, 15)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 118.51 6.34
Axis Bank Banking/Finance 117.62 6.29
ICICI Bank Banking/Finance 115.42 6.18
Infosys Technology 85.68 4.58
Larsen Engineering 85.03 4.55
TCS Technology 80.67 4.32
UltraTechCement Cement 78.51 4.20
SBI Banking/Finance 75.38 4.03
Maruti Suzuki Automotive 63.83 3.42
Bharat Forge Manufacturing 57.93 3.10

Full Portfolio

Sector Allocation (Jan 30, 15)

Sector %

1-Year

HighLow

Banking/Finance 27.90 27.90 24.59
Technology 13.08 18.72 13.08
Automotive 11.70 11.70 9.77
Cement 8.21 8.21 4.93
Pharmaceuticals 7.12 8.38 6.73
Engineering 7.01 7.17 5.44

View All Sectors

Asset Allocation (%)(Jan 30, 15)

Equity 98.95
Others 0.00
Debt 0.61
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.43

View All

Concentration

Holdings (%)
Top 5 27.94
Top 10 47.01
Sector (%)
Top 3 52.68

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