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UTI Opportunities Fund (G)

PLAN: Regular OPTIONS: Growth
49.151 0.29 (0.59%)

NAV as on 03 Aug, 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

Average performance in the category

The scheme is ranked 3 in Large Cap category by Crisil (for quarter ended Mar 2015) rank unchanged from 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 03 Aug, 2015)

Period Returns (%) Rank #
1 mth 1.4 85
3 mth 1.1 121
6 mth -3.1 121
1 year 14.9 93
2 year 26.4 92
3 year 19.8 39
5 year 14.2 8

# Moneycontrol Rank within 134 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 2.3 -4.0 - - -
2014 6.3 16.6 8.2 5.6 -
2013 -7.3 2.5 -0.7 9.2 5.2
2012 13.4 -1.4 7.9 4.1 27.4
2011 -5.5 -0.2 -5.1 -1.9 -12.6
2010 -2.0 1.6 16.2 0.5 17.9

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 1.4 1.1 -3.1 14.9 26.4 19.8 14.2
Category avg 1.4 4.2 1.3 18.2 27.7 18.4 9.2
Difference of Fund returns and Category returns 0.0 -3.1 -4.4 -3.3 -1.3 1.4 5.0
Best of category 5.5 8.1 9.0 38.1 46.9 31.8 15.5
Worst of category -0.9 -0.8 -7.5 5.2 11.2 8.5 5.1
Benchmark returns # 0.9 2.3 -2.1 11.4 23.9 18.4 9.1
Difference of Fund returns and Benchmark returns 0.5 -1.2 -1.0 3.5 2.5 1.4 5.1
UTI Opportunities Fund (G) Review by Crisil - Rating: 3 (Rank 3 out of 5)
# Benchmark Index: S&P BSE 100

Investment Info

Investment Objective

This scheme seeks to generate capital appreciation and/or income distribution by investing the funds of the scheme in equity shares and equity-related instruments. The main focus of this scheme is to capitalize on opportunities arising in the market by responding to the dynamically changing Indian economy by moving its investments amongst different sectors as prevailing trends change.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Sep 07, 2006
Benchmark S&P BSE 100
Asset Size (Rs cr) 4,899.36 (Jun-30-2015)
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 5
12,486.28 3.6 -0.4 13.3 21.3 11.7
Birla SL Frontline Equity (G) Rank 3
8,071.38 4.9 1.9 21.6 25.7 14.4
ICICI Pru Focused Bluechip Eqty (G) Rank 3
7,941.44 4.1 1.0 18.4 23.0 14.3
UTI Opportunities Fund (G) Rank 3
4,899.36 1.1 -3.1 14.9 19.8 14.2
UTI Equity Fund (G) Rank 2
3,843.72 5.0 2.5 23.2 24.0 15.5
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jun 30, 15)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 367.45 7.50
Infosys Technology 300.33 6.13
ICICI Bank Banking/Finance 291.51 5.95
Maruti Suzuki Automotive 260.16 5.31
Axis Bank Banking/Finance 257.22 5.25
Larsen Engineering 213.12 4.35
Reliance Oil & Gas 190.58 3.89
TCS Technology 189.11 3.86
SBI Banking/Finance 143.06 2.92
Lupin Pharmaceuticals 142.57 2.91

Full Portfolio

Sector Allocation (Jun 30, 15)

Sector %

1-Year

HighLow

Banking/Finance 25.02 25.05 21.60
Automotive 15.70 16.15 15.54
Technology 12.32 15.94 12.63
Engineering 8.82 8.53 8.00
Pharmaceuticals 7.02 7.99 6.63
Cement 5.76 5.60 4.74

View All Sectors

Asset Allocation (%)(Jun 30, 15)

Equity 97.64
Others 0.00
Debt 0.73
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.66

View All

Concentration

Holdings (%)
Top 5 30.14
Top 10 48.07
Sector (%)
Top 3 53.04

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