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UTI Opportunities Fund (D)

PLAN: Regular OPTIONS: Dividend
19.045 0.16 (0.85%)

NAV as on 12 Dec, 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 Sep 2017) 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 12 Dec, 2017)

Period Returns (%) Rank #
1 mth 0.2 29
3 mth 2.5 30
6 mth 7.3 60
1 year 24.7 107
2 year 15.8 117
3 year 6.9 120
5 year 15.8 57

# Moneycontrol Rank within 130 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 10.8 -4.9 3.2 - -
2016 -3.3 1.0 5.3 -9.1 -4.0
2015 2.3 -11.3 -5.1 -1.8 -13.3
2014 6.3 7.6 8.2 5.6 30.5
2013 -7.3 -4.2 -0.8 9.2 -1.6
2012 13.4 -7.4 7.9 4.2 19.6

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 0.2 2.5 7.3 16.2 15.8 6.9 15.8
Category avg 0.9 3.2 8.2 27.3 18.2 10.4 13.7
Difference of Fund returns and Category returns -0.7 -0.7 -0.9 -11.1 -2.4 -3.5 2.1
Best of category 4.0 7.8 17.7 53.4 28.7 18.7 25.8
Worst of category -1.7 -3.9 2.0 16.9 10.9 5.1 6.4
Benchmark returns # 0.6 2.4 8.4 28.4 18.2 10.2 13.5
Difference of Fund returns and Benchmark returns -0.4 0.1 -1.1 -12.2 -2.4 -3.3 2.3
UTI Opportunities Fund (D) Review by Crisil - Rating: 1 (Rank 5 out of 5)
# Benchmark Index: S&P BSE 200

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 Dividend
Launch date Sep 07, 2006
Benchmark S&P BSE 200
Asset Size (Rs cr) 3,818.42 (Sep-30-2017)
Minimum Investment Rs.5000
Last Dividend Rs.1.30 (May-15-2017) 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 (%)
ICICI Pru Focused. Blue -Direct (G) Rank 2
2,868.73 4.0 11.2 30.4 13.2 --
ABSL Frontline Eqty-Direct (G) Rank 2
4,519.20 0.4 7.7 28.1 12.7 --
SBI Blue Chip Fund (G) Rank 2
11,360.65 0.8 7.2 25.3 13.5 18.1
HDFC Top 200 Fund - Direct (G) Rank 3
2,032.66 3.6 8.7 28.1 10.8 --
SBI Blue Chip Fund - Direct (G) Rank 2
3,956.05 1.1 7.8 26.8 14.8 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Nov 30, 17)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 365.37 8.60
IndusInd Bank Banking/Finance 264.20 6.22
Infosys Technology 260.38 6.13
Maruti Suzuki Automotive 228.38 5.38
ICICI Bank Banking/Finance 209.83 4.94
M&M Financial Banking/Finance 203.75 4.80
TCS Technology 160.22 3.77
GAIL Oil & Gas 157.11 3.70
Tata Motors Automotive 133.22 3.14
IOC Oil & Gas 130.71 3.08

Full Portfolio

Sector Allocation (Nov 30, 17)

Sector %

1-Year

HighLow

Banking/Finance 31.26 0.00 0.00
Automotive 14.22 0.00 0.00
Technology 14.05 0.00 0.00
Oil & Gas 9.79 0.00 0.00
Pharmaceuticals 5.77 0.00 0.00
Utilities 3.28 0.00 0.00

View All Sectors

Asset Allocation (%)(Nov 30, 17)

Equity 97.85
Others 0.15
Debt 0.74
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.25

View All

Concentration

Holdings (%)
Top 5 31.27
Top 10 49.76
Sector (%)
Top 3 59.53

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