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UTI Opportunities Fund - Direct Plan (D) SET SMS ALERT

17.214
0.12 (0.70%)
NAV as on Apr-16-2014

Fund Family UTI Mutual Fund

Fund Class Large Cap

ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on Apr-16-2014)

Period Returns (%) Rank #
1 mth 2.9 67
3 mth 7.4 65
6 mth 10.9 86
1 year 19.5 38
2 year - -
3 year - -
5 year - -

# Moneycontrol Rank within 149 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 6.5 - - - -
2013 -7.5 2.6 -0.6 9.4 5.5

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 2.9 7.4 10.9 19.5 -- -- --
Category avg 2.9 6.6 11.1 17.1 6.2 2.9 6.3
Difference of Fund returns and Category returns 0.0 0.8 -0.2 2.4 -- -- --
Best of category 8.8 16.2 26.5 28.8 18.9 11.7 23.7
Worst of category 0.5 -67.1 -66.2 -65.3 5.6 1.1 8.7
Benchmark returns # 5.7 9.5 15.6 -4.5 -6.7 -11.0 1.6
Difference of Fund returns and Benchmark returns -2.8 -2.1 -4.7 24.0 -- -- --
# 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 Jan 01, 2013
Benchmark S&P BSE PSU
Asset Size (Rs cr) 118.53 (Dec-31-2013)
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 4
10,309.58 10.9 19.3 19.2 6.1 19.5
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
9.91 6.9 13.0 24.0 9.7 22.3
ICICI Pru Focused. Blue -Direct (G) Not Ranked
123.74 6.9 13.0 23.8 -- --
ICICI Pru Focused Bluechip Eqty (G) Rank 2
4,570.93 6.7 12.5 22.9 8.8 21.3
Franklin (I) Bluechip - Direct (G) Not Ranked
799.09 5.7 11.0 15.3 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 14)

Equity Sector Value
(Rs cr)
Asset %
Infosys Technology 281.51 7.57
TCS Technology 233.04 6.26
ITC Tobacco 216.25 5.81
HDFC Bank Banking/Finance 209.29 5.62
ICICI Bank Banking/Finance 190.47 5.12
Larsen Engineering 170.27 4.58
Reliance Oil & Gas 141.39 3.80
Sun Pharma Pharmaceuticals 117.70 3.16
Axis Bank Banking/Finance 111.50 3.00
Bharti Airtel Telecom 106.89 2.87

Full Portfolio

Sector Allocation (Feb 28, 14)

Sector %

1-Year

HighLow

Technology 21.66 21.66 8.62
Banking/Finance 15.27 23.09 14.64
Automotive 10.94 10.94 6.96
Oil & Gas 6.94 7.65 6.26
Engineering 6.83 8.36 5.81
Pharmaceuticals 5.93 6.71 5.35

View All Sectors

Asset Allocation (%)(Feb 28, 14)

Equity 96.98
Others 0.17
Debt 0.49
Mutual Funds N.A
Money Market 0.00
Cash / Call 2.37

View All

Concentration

Holdings (%)
Top 5 30.38
Top 10 47.79
Sector (%)
Top 3 47.87

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