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UTI Contra Fund (D)

15.641 0.05 (0.33%)

NAV as on 22 Aug, 2014

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : UTI Mutual Fund FUND CLASS : Large Cap
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Close UTI Mutual Fund has merged UTI Service Industries Fund and UTI Contra Fund into a new scheme as UTI Multi Cap Fund w.e.f. August 25, 2014.
Benchmark Index:
 
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Returns (NAV as on 22 Aug, 2014)

Period Returns (%) Rank #
1 mth - -
3 mth - -
6 mth - -
1 year - -
2 year - -
3 year - -
5 year - -

# Moneycontrol Rank within 150 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 3.4 18.8 0.5 - -
2013 -9.7 -1.9 -3.4 14.3 0.6
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

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 -- -- -- -- -- -- --
Category avg 6.6 8.8 20.7 49.0 12.8 11.1 5.4
Difference of Fund returns and Category returns -- -- -- -- -- -- --
Best of category 10.7 18.7 47.4 103.4 32.4 33.2 17.7
Worst of category 2.8 1.3 10.0 20.1 10.8 9.5 4.9
Benchmark returns # 6.8 8.4 16.4 43.1 23.3 21.9 10.4
Difference of Fund returns and Benchmark returns -- -- -- -- -- -- --
# 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) 44.62 (Sep-30-2014)
Minimum Investment Rs.5000
Last Dividend Rs.1.00 (Feb-17-2010) View Dividend History
Bonus N.A.
Fund Manager Kaushik Basu
View performance of schemes managed by the Fund Manager
Notes UTI Mutual Fund has merged UTI Service Industries Fund and UTI Contra Fund into a new scheme as UTI Multi Cap Fund w.e.f. August 25, 2014.

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 - Direct (G) Not Ranked
523.43 8.5 18.5 60.3 -- --
HDFC Top 200 Fund (G) Rank 4
12,276.81 8.4 18.2 59.4 25.1 14.4
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.02 9.9 21.9 51.2 25.8 17.7
ICICI Pru Focused Bluechip Eqty (G) Rank 3
6,675.86 9.7 21.4 49.9 24.7 16.7
ICICI Pru Focused. Blue -Direct (G) Not Ranked
432.83 9.9 21.9 51.1 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jul 31, 14)

Equity Sector Value
(Rs cr)
Asset %
Reliance Oil & Gas 9.06 6.60
ICICI Bank Banking/Finance 8.83 6.44
Infosys Technology 8.42 6.14
Axis Bank Banking/Finance 8.22 6.00
ITC Tobacco 7.83 5.71
SBI Banking/Finance 7.07 5.16
Wipro Technology 5.70 4.16
Sesa Sterlite Metals & Mining 5.22 3.81
Maruti Suzuki Automotive 5.05 3.68
Tata Steel Metals & Mining 4.98 3.63

Full Portfolio

Sector Allocation (Jul 31, 14)

Sector %

1-Year

HighLow

Banking/Finance 24.58 27.70 19.77
Technology 10.30 15.13 9.31
Metals & Mining 10.08 10.08 7.87
Oil & Gas 9.02 11.89 9.02
Automotive 7.46 8.41 6.69
Engineering 6.77 7.73 5.65

View All Sectors

Asset Allocation (%)(Jul 31, 14)

Equity 96.33
Others 0.18
Debt 0.08
Mutual Funds N.A
Money Market 0.00
Cash / Call 3.43

View All

Concentration

Holdings (%)
Top 5 30.89
Top 10 51.33
Sector (%)
Top 3 44.96

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