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UTI Opportunities Fund (G)

49.244 0 (0.00%)

NAV as on 25 Mar, 2015

CRISIL MF RANK

Scheme Risk Grade

  N.A

N.A

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 2014) down from Rank 2 last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

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Benchmark Index:
 
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Returns (NAV as on 25 Mar, 2015)

Period Returns (%) Rank #
1 mth -1.1 30
3 mth 3.9 55
6 mth 8.3 80
1 year 38.7 55
2 year 28.5 55
3 year 20.5 30
5 year 15.5 5

# Moneycontrol Rank within Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
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 -1.1 3.9 8.3 38.7 28.5 20.5 15.5
Category avg -3.1 3.1 8.6 34.9 25.3 17.2 9.3
Difference of Fund returns and Category returns 2.0 0.8 -0.3 3.8 3.2 3.3 6.2
Best of category 1.0 9.1 18.0 62.8 39.1 28.9 16.6
Worst of category -6.5 -2.7 0.7 15.1 12.1 8.3 5.0
Benchmark returns # -3.6 2.4 5.6 28.7 22.7 17.6 9.4
Difference of Fund returns and Benchmark returns 2.5 1.5 2.7 10.0 5.8 2.9 6.1
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) 4,787.61 (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 -2.3 3.5 34.2 18.9 12.6
HDFC Top 200 Fund - Direct (G) Not Ranked
635.77 -2.1 3.8 35.0 -- --
Birla SL Frontline Eqty-Direct (G) Not Ranked
446.03 3.4 11.1 41.3 -- --
Birla SL Frontline Equity (G) Rank 2
6,931.53 3.2 10.6 40.1 25.3 14.7
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.02 4.5 10.2 39.9 23.9 16.6
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 15)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 397.12 7.10
Infosys Technology 377.70 6.76
ICICI Bank Banking/Finance 343.67 6.15
Axis Bank Banking/Finance 314.08 5.62
Maruti Suzuki Automotive 270.35 4.84
TCS Technology 246.93 4.42
Larsen Engineering 227.91 4.08
Reliance Oil & Gas 181.27 3.24
MRF Automotive 178.07 3.18
SBI Banking/Finance 177.13 3.17

Full Portfolio

Sector Allocation (Feb 28, 15)

Sector %

1-Year

HighLow

Banking/Finance 24.98 24.98 17.34
Automotive 15.58 16.15 11.45
Technology 14.97 16.47 14.02
Engineering 8.36 8.41 7.35
Pharmaceuticals 7.05 7.05 5.32
Cement 5.33 5.57 4.15

View All Sectors

Asset Allocation (%)(Feb 28, 15)

Equity 98.52
Others 0.00
Debt 0.96
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.53

View All

Concentration

Holdings (%)
Top 5 30.47
Top 10 48.56
Sector (%)
Top 3 55.53

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