UTI Contra Fund (D) NAV | UTI Mutual Fund | UTI Contra Fund (D) Investment

MARKET RADAR

SENSEX NIFTY Refresh

You are here : Moneycontrol > Mutual Funds > Large Cap > UTI Mutual Fund > UTI Contra Fund (D)

SNAPSHOT

SNAPSHOT

Performance

Investment Info

Peers

Portfolio

News and Videos

News Videos

ranking by CRISIL

Relatively Weak performance in the category

The scheme is ranked 5 in Large Cap category by Crisil. 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:

View Historic Graph From To

Returns (NAV as on May-20-2013)

Period	Returns (%)	Rank #
1 mth	5.0	35
3 mth	2.8	66
6 mth	6.5	48
1 year	20.0	62
2 year	1.7	73
3 year	1.1	70
5 year	3.6	39

# Moneycontrol Rank within 84 Large Cap Schemes.

Absolute Returns (in %)

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2013	-9.7	-	-	-	-
2012	19.2	-2.5	6.9	5.3	31.7
2011	-9.8	-4.3	-11.4	-10.8	-32.7
2010	-8.9	0.6	11.9	-4.6	-0.4
2009	-3.3	40.4	16.2	-0.2	71.7
2008	-26.0	-12.3	1.8	-12.7	-43.7

View where it stands within its peers

* Returns over 1 year are Annualised

Returns Calculator SIP Calculator

EXPAND ALL

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	5.0	2.8	6.5	20.0	1.7	1.1	3.6
Category avg	4.7	3.9	7.0	21.7	5.9	6.1	3.3
Difference of Fund returns and Category returns	0.3	-1.1	-0.5	-1.7	-4.2	-5.0	0.3
Best of category	7.2	8.0	14.5	33.1	12.0	12.6	14.6
Worst of category	3.2	-0.2	-2.1	7.0	-1.3	-2.9	-16.6
Benchmark returns #	5.5	2.7	9.6	24.2	4.7	5.7	2.9
Difference of Fund returns and Benchmark returns	-0.5	0.1	-3.1	-4.2	-3.0	-4.6	0.7

UTI Contra Fund (D) Review by Crisil - Rating: 1 (Rank 5 out of 5)

# Benchmark Index: S&P BSE 200

Investment Info

Investment Objective

The fund aims to provide long-term capital appreciation/dividend distribution through investments in listed Indian quities and equity related instruments The Fund's investment policies are based on insights from behavioral finance The fund offers an opportunity to benefit from the impact of non-rational investors' behavior by focusing on stocks that are currently undervalued because of emotional and behavioral patterns present in the stock market.

Scheme details

Fund Type	Open-Ended
Investment Plan	Dividend
Launch date	Mar 22, 2006
Benchmark	S&P BSE 200
Asset Size (Rs cr)	1,261.75 (Mar-30-2013)
Minimum Investment	Rs.5000
Last Dividend	Rs.1.00 (Feb-17-2010) View Dividend History
Bonus	N.A.
Fund Manager	Sanjay Dongre 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)
Large Cap	Crisil Rank	Assets (Rs.cr)	3mth (%)	6mth (%)	1yr (%)	3yr (%)	5yr (%)
HDFC Top 200 Fund (G)	Rank 3	11,958.80	4.6	9.2	24.4	8.4	10.1
ICICI Pru Focused Bluechip Eqty (G)	Rank 2	4,290.51	4.1	8.2	25.5	11.6	13.6
Franklin India Bluechip (G)	Rank 3	4,312.21	2.8	7.8	22.1	9.0	8.7
L&T Equity Fund (G)	Rank 4	2,395.39	3.9	5.6	19.9	7.4	8.2
DSP-BR Top 100 Equity - RP (G)	Rank 3	3,379.26	4.4	6.8	19.4	8.1	7.7
* Returns over 1 year are Annualised	More »

Portfolio

Top Holdings (Apr 30, 13)

Equity	Sector	Value (Rs cr)	Asset %
ITC	Tobacco	10.19	7.48
ICICI Bank	Banking/Finance	9.89	7.26
Reliance	Oil & Gas	7.88	5.78
SBI	Banking/Finance	7.02	5.15
Axis Bank	Banking/Finance	7.02	5.15
Infosys	Technology	6.71	4.92
Maruti Suzuki	Automotive	5.84	4.29
Union Bank	Banking/Finance	4.90	3.59
HUL	Cons NonDurable	4.67	3.43
Zee Entertain	Media	4.68	3.43