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UTI Opportunities Fund - Direct Plan (D)

PLAN: Direct OPTIONS: Dividend
22.489 0.09 (0.40%)

NAV as on 25 Apr, 2018

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

Below average performance in the category

The scheme is ranked 4 in Large Cap category by Crisil (for quarter ended Dec 2017) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Benchmark Index:
 
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Returns (NAV as on 25 Apr, 2018)

Period Returns (%) Rank #
1 mth 5.7 63
3 mth -3.0 53
6 mth 5.7 24
1 year 14.2 42
2 year 17.4 86
3 year 8.6 107
5 year 17.9 89

# Moneycontrol Rank within Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 11.0 -3.9 3.4 8.5 21.8
2016 -3.2 1.8 5.5 -9.0 -2.7
2015 2.5 -10.5 -4.9 -1.6 -12.0
2014 6.5 8.5 8.4 5.8 32.4
2013 -7.5 2.6 -0.6 9.4 5.5

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 5.7 -3.0 5.7 7.3 17.4 8.6 17.9
Category avg 6.3 -3.8 4.0 14.6 17.5 10.5 15.5
Difference of Fund returns and Category returns -0.6 0.8 1.7 -7.3 -0.1 -1.9 2.4
Best of category 8.5 2.5 12.2 25.5 28.0 18.4 33.2
Worst of category 3.1 -12.9 -16.0 -0.2 10.5 5.8 8.2
Benchmark returns # 4.8 -4.3 3.1 13.8 18.2 10.8 14.3
Difference of Fund returns and Benchmark returns 0.9 1.3 2.6 -6.5 -0.8 -2.2 3.6
UTI Opportunities Fund - Direct Plan (D) Review by Crisil - Rating: 2 (Rank 4 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 Jan 01, 2013
Benchmark S&P BSE 200
Asset Size (Rs cr) 362.48 (Mar-31-2018)
Minimum Investment Rs.5000
Last Dividend Rs.1.30 (May-15-2017) View Dividend History
Bonus N.A.
Fund Manager Vetri Subramaniam / Amit Premchandani
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 Bluechip Eqty (G) Rank 2
12,639.52 -4.6 1.9 14.9 11.9 17.1
SBI Blue Chip Fund (G) Rank 3
13,264.78 -1.6 4.7 12.9 12.0 18.4
ABSL Frontline Equity (G) Rank 3
15,075.08 -5.1 0.3 10.2 10.8 16.9
Kotak Select Focus Fund - Regular (G) Rank 1
13,158.76 -3.7 1.0 9.6 14.3 21.1
HDFC Top 200 Fund (G) Rank 3
13,199.36 -9.2 -3.4 7.8 9.5 14.9
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 18)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 33.17 9.15
IndusInd Bank Banking/Finance 25.48 7.03
Infosys Technology 23.63 6.52
Maruti Suzuki Automotive 20.99 5.79
M&M Financial Banking/Finance 20.15 5.56
ICICI Bank Banking/Finance 16.93 4.67
TCS Technology 14.72 4.06
GAIL Oil & Gas 13.12 3.62
Tech Mahindra Technology 10.91 3.01
IOC Oil & Gas 10.51 2.90

Full Portfolio

Sector Allocation (Mar 31, 18)

Sector %

1-Year

HighLow

Banking/Finance 33.32 0.00 0.00
Technology 16.14 0.00 0.00
Automotive 12.59 0.00 0.00
Oil & Gas 9.41 0.00 0.00
Pharmaceuticals 5.55 0.00 0.00
Miscellaneous 3.29 0.00 0.00

View All Sectors

Asset Allocation (%)(Mar 31, 18)

Equity 97.29
Others 0.51
Debt 0.78
Mutual Funds 0.74
Money Market 0.00
Cash / Call 0.74

View All

Concentration

Holdings (%)
Top 5 34.05
Top 10 52.31
Sector (%)
Top 3 62.05

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