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UTI Opportunities Fund (G)

PLAN: Regular OPTIONS: Growth
50.556 0.16 (0.32%)

NAV as on 23 Feb, 2017

CRISIL MF RANK

Riskometer

MODERATELY LOW

MODERATELY LOW

  • Principal at moderately low risk.
FUND FAMILY : UTI Mutual Fund FUND CLASS : Large Cap
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ranking by CRISIL

Relatively Weak performance in the category

The scheme is ranked 5 in Large Cap category by Crisil (for quarter ended Dec 2016) rank unchanged from last quarter. If you are invested in this scheme, its time to switch to a better performing scheme.

View Top ranked funds in this category

Benchmark Index:
 
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Returns (NAV as on 23 Feb, 2017)

Period Returns (%) Rank #
1 mth 6.1 67
3 mth 10.4 77
6 mth 2.6 103
1 year 25.8 86
2 year 0.2 130
3 year 14.8 107
5 year 11.9 49

# Moneycontrol Rank within 150 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -3.3 7.5 5.3 -9.1 2.2
2015 2.3 -4.0 -5.1 -1.8 -6.1
2014 6.3 16.6 8.2 5.6 41.4
2013 -7.3 2.5 -0.7 9.2 5.2
2012 13.4 -1.4 7.9 4.1 27.4

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

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 6.1 10.4 2.6 25.8 0.2 14.8 11.9
Category avg 5.4 9.5 3.9 24.6 4.3 16.8 11.6
Difference of Fund returns and Category returns 0.7 0.9 -1.3 1.2 -4.1 -2.0 0.3
Best of category 7.8 15.1 17.3 56.1 30.3 55.5 38.7
Worst of category -0.4 -7.7 -7.6 -16.7 -0.8 7.4 4.4
Benchmark returns # 6.7 11.9 4.2 28.4 2.2 14.5 11.0
Difference of Fund returns and Benchmark returns -0.6 -1.5 -1.6 -2.6 -2.0 0.3 0.9
UTI Opportunities Fund (G) Review by Crisil - Rating: 1 (Rank 5 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) 3,923.65 (Dec-31-2016)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Vetri Murugan Subramaniam
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 (%)
Birla SL Frontline Eqty-Direct (G) Not Ranked
3,002.12 11.7 4.5 29.9 22.0 --
ICICI Pru Focused Bluechip Eqty (G) Rank 2
9,635.47 11.0 6.4 33.5 19.1 15.1
HDFC Top 200 Fund (G) Rank 3
11,411.66 11.8 7.8 41.8 20.0 13.8
ICICI Pru Focused. Blue -Direct (G) Not Ranked
2,001.71 11.3 7.0 34.9 20.2 --
SBI Blue Chip Fund (G) Rank 1
7,320.88 9.3 2.5 26.1 22.2 18.5
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jan 31, 17)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 355.50 8.13
Infosys Technology 282.94 6.47
IndusInd Bank Banking/Finance 211.85 4.85
Hero Motocorp Automotive 174.16 3.98
Reliance Oil & Gas 171.20 3.92
Maruti Suzuki Automotive 153.84 3.52
IOC Oil & Gas 147.07 3.36
UltraTechCement Cement 146.30 3.35
ICICI Bank Banking/Finance 144.70 3.31
Shree Cements Cement 144.67 3.31

Full Portfolio

Sector Allocation (Jan 31, 17)

Sector %

1-Year

HighLow

Banking/Finance 29.06 26.98 23.93
Automotive 18.04 15.94 13.36
Technology 11.76 14.99 14.10
Oil & Gas 7.28 7.82 6.42
Engineering 6.82 7.88 6.83
Cement 6.66 6.46 6.12

View All Sectors

Asset Allocation (%)(Jan 31, 17)

Equity 99.12
Others 0.29
Debt 0.74
Mutual Funds N.A
Money Market 0.00
Cash / Call -0.14

View All

Concentration

Holdings (%)
Top 5 27.35
Top 10 44.20
Sector (%)
Top 3 58.86

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