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SET SMS ALERT Fund Family UTI Mutual Fund
Fund Class Sector - Others
Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | -2.9 | 11 |
| 3 mth | -3.4 | 6 |
| 6 mth | -3.3 | 7 |
| 1 year | 3.8 | 9 |
| 2 year | -6.9 | 10 |
| 3 year | -5.7 | 11 |
| 5 year | -3.8 | 5 |
# Moneycontrol Rank within 12 Sector - Others Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -9.1 | - | - | - | - |
| 2012 | 12.6 | -3.9 | 5.4 | -0.9 | 13.9 |
| 2011 | -7.9 | -2.3 | -8.4 | -13.4 | -29.0 |
| 2010 | -1.7 | 3.3 | 5.3 | -5.8 | 2.5 |
| 2009 | -0.5 | 36.6 | 17.5 | -0.2 | 71.3 |
| 2008 | -29.7 | -20.5 | 2.1 | -23.9 | -58.1 |
* Returns over 1 year are Annualised
Fund returns v/s Category average (Sector - Others)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | -2.9 | -3.4 | -3.3 | 3.8 | -6.9 | -5.7 | -3.8 |
| Category avg | -0.3 | -1.1 | -2.1 | 13.7 | 1.3 | 3.7 | 1.3 |
| Difference of Fund returns and Category returns | -2.6 | -2.3 | -1.2 | -9.9 | -8.2 | -9.4 | -5.1 |
| Best of category | 4.2 | 5.0 | 6.1 | 35.3 | 17.9 | 13.0 | 16.8 |
| Worst of category | -3.8 | -5.4 | -9.3 | -2.7 | -9.0 | -5.7 | -3.8 |
| Benchmark returns # | -3.4 | -4.6 | 3.4 | 10.5 | -4.4 | -4.2 | -- |
| Difference of Fund returns and Benchmark returns | 0.5 | 1.2 | -6.7 | -6.7 | -2.5 | -1.5 | -3.8 |
Investment Objective
Investment will be made in stocks engaged in the following areas: Petro sector covering industries such as oil and gas drilling and exploration refining of crude oil, distribution of oil, gas petro products, pipelines and manufacturing of downstream oil products. All types of Power generation companies. Companies which are into production of Ethanol business related to storage of energy and companies involved in business of delivering energy in different forms. Industrial manufacturing companies which are into manufacturing of equipment related to energy development (like petro and power) and related areas, pipes/cables and laying them. It will also include manufacturing of bulbs and related system Consultancy & Finance: Companies involved in consulting and financing these businesses
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Jun 26, 1999 |
| Benchmark | CNX Energy |
| Asset Size (Rs cr) | 288.57 (Mar-30-2013) |
| Minimum Investment | Rs.5000 |
| Last Dividend | N.A. View Dividend History |
| Bonus | 3:2 (Oct-03-2007) |
| Fund Manager | Anoop Bhaskar/ Kaushik Basu / Sachin Trivedi View performance of schemes managed by the Fund Manager |
| Notes | UTI- Petro Fund renamed as UTI Enery Fund with effect from October 05, 2007. (UTI Petro Fund - Income Option Newly introduced w.e.f August 01, 2005.) |
| Entry Load | N.A |
|---|---|
| Exit Load | 1.00% |
| Load Comments | Exit Load 1% if redeemed within 1 Year from the date of allotment. |
| Regd. Office | UTI Tower, Gn Block, Bandra-Kurla Complex, Bandra (E), Mumbai, 400051 |
|---|---|
| Tel. No. | 66786666 |
| Fax No. | 26524921 |
| uti@giasbm01.vsnl.net.in | |
| Website | http://www.utimf.com |
| Sector - Others | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| Reliance Natural Resources (G) | Not Ranked |
1,383.05 | -5.2 | -4.7 | -2.7 | 0.2 | -1.9 |
| UTI Energy Fund (G) | Not Ranked |
288.57 | -3.4 | -3.3 | 3.8 | -5.7 | -3.8 |
| Can Robeco FORCE - RP (G) | Not Ranked |
107.59 | 5.0 | 6.1 | 30.5 | 12.9 | -- |
| Reliance Media & Entertain (G) | Not Ranked |
102.65 | -0.8 | -0.6 | 35.3 | 12.8 | 5.7 |
| Baroda Pioneer PSU Equity Fund (G) | Not Ranked |
65.38 | -5.2 | -2.3 | 1.5 | -- | -- |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| NTPC | Utilities | 21.16 | 7.88 |
| ONGC | Oil & Gas | 21.01 | 7.82 |
| Reliance | Oil & Gas | 20.49 | 7.63 |
| Power Grid Corp | Utilities | 17.66 | 6.58 |
| Cairn India | Oil & Gas | 17.60 | 6.55 |
| Larsen | Engineering | 17.09 | 6.36 |
| BPCL | Oil & Gas | 13.26 | 4.94 |
| Coal India | Metals & Mining | 12.52 | 4.66 |
| Tata Power | Utilities | 10.52 | 3.92 |
| GAIL | Oil & Gas | 8.78 | 3.27 |
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Oil & Gas | 38.19 | 40.26 | 36.60 |
| Utilities | 25.32 | 26.43 | 21.79 |
| Engineering | 14.04 | 16.33 | 13.73 |
| Metals & Mining | 13.24 | 15.22 | 11.48 |
| Banking/Finance | 4.28 | 4.44 | 2.27 |
| Conglomerates | 1.12 | 1.19 | 0.92 |
| Equity | 97.45 |
| Others | 0.00 |
| Debt | 0.84 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 1.72 |
| Holdings | (%) |
|---|---|
| Top 5 | 36.46 |
| Top 10 | 59.61 |
| Sector | (%) |
|---|---|
| Top 3 | 77.55 |
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