SENSEX NIFTY
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UTI Leadership Equity Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
24.571 0.35 (1.39%)

NAV as on 24 Apr, 2015

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

Benchmark Index:
 
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Returns (NAV as on 24 Apr, 2015)

Period Returns (%) Rank #
1 mth -3.8 111
3 mth -7.0 93
6 mth 4.9 91
1 year 27.2 90
2 year 21.9 77
3 year - -
5 year - -

# Moneycontrol Rank within 139 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 4.6 - - - -
2014 7.2 14.8 6.0 5.7 -
2013 -5.5 2.7 -1.7 8.9 6.0

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 -3.8 -7.0 4.9 27.2 21.9 -- --
Category avg -2.5 -5.5 6.5 29.4 22.1 16.8 8.7
Difference of Fund returns and Category returns -1.3 -1.5 -1.6 -2.2 -0.2 -- --
Best of category 3.4 1.5 20.9 60.7 39.8 31.4 15.6
Worst of category -6.0 -10.6 -0.4 7.1 10.2 8.2 3.7
Benchmark returns # -2.8 -6.8 3.9 22.4 18.5 16.7 9.3
Difference of Fund returns and Benchmark returns -1.0 -0.2 1.0 4.8 3.4 -- --
# Benchmark Index: CNX NIFTY

Investment Info

Investment Objective

The investment objective of the scheme is to achieve longterm capital appreciation and/ or dividend distribution by investing in stocks that are \"Leaders\" in their respective i n d u s t r i e s/s e c t o r s/subsectors.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 01, 2013
Benchmark CNX NIFTY
Asset Size (Rs cr) 8.92 (Mar-31-2015)
Minimum Investment Rs.5000
Last Dividend N.A. 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)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Top 200 Fund (G) Rank 3
33,395.81 -8.1 3.0 28.9 19.4 12.5
ICICI Pru Focused Bluechip Eqty (G) Rank 3
6,131.08 -6.7 4.7 30.7 21.3 14.7
Birla SL Frontline Equity (G) Rank 2
7,900.44 -5.5 8.7 34.8 24.7 14.1
UTI Opportunities Fund (G) Rank 3
8,195.25 -7.5 4.5 31.4 19.5 14.3
UTI Equity Fund (G) Rank 2
4,669.61 -5.6 6.9 36.7 22.6 15.2
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 15)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 0.24 7.38
Axis Bank Banking/Finance 0.21 6.49
ICICI Bank Banking/Finance 0.17 5.39
Infosys Technology 0.17 5.23
Larsen Engineering 0.15 4.66
UltraTechCement Cement 0.14 4.24
Bharat Forge Manufacturing 0.14 4.21
Lupin Pharmaceuticals 0.13 4.02
TCS Technology 0.13 3.94
SBI Banking/Finance 0.12 3.84

Full Portfolio

Sector Allocation (Mar 31, 15)

Sector %

1-Year

HighLow

Banking/Finance 27.99 30.12 24.95
Technology 13.08 17.82 13.08
Automotive 11.86 11.93 9.77
Cement 9.50 9.50 4.93
Pharmaceuticals 8.36 8.38 6.73
Engineering 8.12 8.12 5.61

View All Sectors

Asset Allocation (%)(Mar 31, 15)

Equity 98.88
Others 0.00
Debt 0.64
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.48

View All

Concentration

Holdings (%)
Top 5 29.15
Top 10 49.40
Sector (%)
Top 3 52.93

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