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UTI Wealth Builder Fund (G) SET SMS ALERT

14.990
0.2 (1.32%)
NAV as on Oct-04-2011

Fund Family UTI Mutual Fund

Fund Class Large Cap

ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Close UTI Wealth Builder Fund, a 5-year term closed-ended scheme has being merged with UTI Opportunities Fund w.e.f. October 4, 2011.
Benchmark Index:
 

No Data to display

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Returns (NAV as on Oct-04-2011)

Period Returns (%) Rank #
1 mth - 79
3 mth - 77
6 mth - 73
1 year - 64
2 year - 60
3 year - 56
5 year - 16

# Moneycontrol Rank within 157 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2011 -6.2 -1.3 -5.8 -1.3 -14.8
2010 1.0 0.7 12.5 -1.1 14.7
2009 1.7 41.6 17.9 -0.2 84.9
2008 -28.1 -11.4 -2.5 -20.9 -53.0
2007 -4.2 23.0 15.4 22.5 61.0

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 -- -- -- -- -- -- --
Category avg -1.9 16.0 29.0 37.7 11.0 6.2 5.1
Difference of Fund returns and Category returns -- -- -- -- -- -- --
Best of category 3.8 28.7 54.3 68.3 28.7 19.1 20.2
Worst of category -4.8 2.7 -64.8 -62.9 9.9 7.1 2.4
Benchmark returns # -0.1 13.7 26.1 31.9 21.5 11.6 9.9
Difference of Fund returns and Benchmark returns -- -- -- -- -- -- --
# Benchmark Index: S&P BSE SENSEX

Investment Info

Investment Objective

The objective of the scheme is to achieve long term capital appreciation by investing predominantly in a diversified portfolio of equity and equity related instruments.

Scheme details

Fund Type Close-Ended
Investment Plan Growth
Launch date Sep 07, 2006
Benchmark S&P BSE SENSEX
Asset Size (Rs cr) 22.50 (Dec-30-2011)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Swati Kulkarni
View performance of schemes managed by the Fund Manager
Notes UTI Wealth Builder Fund, a 5-year term closed-ended scheme has being merged with UTI Opportunities Fund w.e.f. October 4, 2011.

Load Details

Entry Load N.A
Exit Load 0.00%
Load Comments Exit Load - An early exit charge equivalent to the unamortized new fund offer expenses will be recovered from the investors incase of redemption before expiry of 5 years 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
11,265.42 19.1 39.2 55.8 14.0 14.1
ICICI Pru Focused Bluechip Eqty (G) Rank 3
5,578.58 16.6 30.6 42.8 15.3 16.1
Birla SL Frontline Equity (G) Rank 2
4,803.24 17.3 33.3 47.0 16.7 14.8
Franklin India Bluechip (G) Rank 5
4,274.96 15.2 27.0 37.1 12.1 12.8
UTI Opportunities Fund (G) Rank 3
3,911.39 18.1 30.0 37.3 15.2 15.2
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Sep 30, 11)

Equity Sector Value
(Rs cr)
Asset %
No Holdings Data Available

Full Portfolio

Sector Allocation (Sep 30, 11)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Sep 30, 11)

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

View All

Sector (%)
Top 3 N.A.

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