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UTI Opportunities Fund (D) SET SMS ALERT

15.014
1.23 (7.54%)
NAV as on Apr-23-2014

Fund Family UTI Mutual Fund

Fund Class Large Cap

ranking by CRISIL

Good performance in the category

The scheme is ranked 2 in Large Cap category by Crisil. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

View Top ranked funds in this category

Benchmark Index:
 
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Returns (NAV as on Apr-23-2014)

Period Returns (%) Rank #
1 mth 3.9 102
3 mth 9.1 83
6 mth 10.8 102
1 year 17.0 69
2 year 14.3 37
3 year 9.4 8
5 year 20.4 4

# Moneycontrol Rank within 149 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 6.3 - - - -
2013 -7.3 -4.2 -0.8 9.2 -1.6
2012 13.4 -7.4 7.9 4.2 19.6
2011 -5.6 -5.7 -5.0 -1.9 -17.4
2010 -12.5 1.6 16.1 0.5 5.2
2009 3.5 46.4 9.5 -0.2 78.4

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 3.9 9.1 10.8 17.0 14.3 9.4 20.4
Category avg 4.4 9.2 11.8 16.1 7.2 2.9 6.4
Difference of Fund returns and Category returns -0.5 -0.1 -1.0 0.9 7.1 6.5 14.0
Best of category 8.4 17.9 25.0 27.0 20.2 11.5 24.0
Worst of category 1.8 -67.2 -66.7 -66.5 7.2 1.1 9.0
Benchmark returns # 11.8 13.3 15.7 -3.9 -5.0 -10.5 2.5
Difference of Fund returns and Benchmark returns -7.9 -4.2 -4.9 20.9 19.3 19.9 17.9
UTI Opportunities Fund (D) Review by Crisil - Rating: 4 (Rank 2 out of 5)
# Benchmark Index: S&P BSE PSU

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 PSU
Asset Size (Rs cr) 3,446.50 (Dec-31-2013)
Minimum Investment Rs.5000
Last Dividend Rs.1.00 (May-14-2013) 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 4
10,309.58 14.4 19.4 19.2 6.3 19.7
ICICI Pru Focused Bluechip Eqty (G) Rank 2
4,570.93 9.9 12.1 21.0 8.6 20.9
Franklin India Bluechip (G) Rank 3
4,158.46 8.3 11.0 13.3 6.0 17.6
Birla SL Frontline Equity (G) Rank 2
3,515.55 11.3 14.2 20.1 9.3 20.1
UTI Opportunities Fund (G) Rank 2
3,446.50 9.1 10.8 17.0 9.4 20.4
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 14)

Equity Sector Value
(Rs cr)
Asset %
ICICI Bank Banking/Finance 222.58 6.31
Infosys Technology 217.64 6.17
HDFC Bank Banking/Finance 210.94 5.98
ITC Tobacco 206.00 5.84
TCS Technology 194.72 5.52
Larsen Engineering 175.67 4.98
Reliance Oil & Gas 143.92 4.08
Axis Bank Banking/Finance 115.70 3.28
Bharti Airtel Telecom 97.71 2.77
MRF Automotive 97.01 2.75

Full Portfolio

Sector Allocation (Mar 31, 14)

Sector %

1-Year

HighLow

Banking/Finance 17.34 23.09 14.64
Technology 16.33 21.66 8.62
Automotive 11.45 11.45 6.96
Engineering 7.35 8.36 5.81
Oil & Gas 7.08 7.65 6.26
Tobacco 5.84 6.60 5.79

View All Sectors

Asset Allocation (%)(Mar 31, 14)

Equity 95.23
Others 0.17
Debt 0.47
Mutual Funds N.A
Money Market 0.00
Cash / Call 4.12

View All

Concentration

Holdings (%)
Top 5 29.82
Top 10 47.68
Sector (%)
Top 3 45.12

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