SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > Large Cap > UTI Mutual Fund > UTI Leadership Equity Fund (G)

UTI Leadership Equity Fund (G)

PLAN: Regular OPTIONS: Growth
24.850 0.04 (0.16%)

NAV as on 09 Dec, 2016

CRISIL MF RANK

Riskometer

MODERATELY LOW

MODERATELY LOW

  • Principal at moderately low risk.
FUND FAMILY : UTI Mutual Fund FUND CLASS : Large Cap
OR
Add to Watchist
Have you invested in these stocks? You can track them better in your Portfolio
ranking by CRISIL

Below average performance in the category

The scheme is ranked 4 in Large Cap category by Crisil (for quarter ended Jun 2016) 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:
 
View Historic Graph From     To     

Returns (NAV as on 09 Dec, 2016)

Period Returns (%) Rank #
1 mth -3.1 88
3 mth -8.3 120
6 mth 0.4 116
1 year 7.7 96
2 year 0.9 107
3 year 11.8 100
5 year 13.3 40

# Moneycontrol Rank within 150 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -2.6 - - - -
2015 4.5 -4.4 -4.3 -2.0 -3.2
2014 7.1 14.7 5.9 5.7 38.3
2013 -4.7 2.6 -1.8 8.8 6.5
2012 14.0 0.6 9.1 3.8 30.7
2011 -5.3 -2.6 -10.7 -6.2 -24.2

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 -3.1 -8.3 0.4 7.7 0.9 11.8 13.3
Category avg -2.5 -5.6 3.0 8.4 3.7 13.5 12.1
Difference of Fund returns and Category returns -0.6 -2.7 -2.6 -0.7 -2.8 -1.7 1.2
Best of category 1.9 9.8 17.3 19.6 32.7 54.5 48.4
Worst of category -9.1 -12.8 -7.6 -16.7 -1.0 4.9 4.4
Benchmark returns # -2.0 -6.8 0.7 8.5 -0.5 9.1 11.2
Difference of Fund returns and Benchmark returns -1.1 -1.5 -0.3 -0.8 1.4 2.7 2.1
UTI Leadership Equity Fund (G) Review by Crisil - Rating: 2 (Rank 4 out of 5)
# Benchmark Index: NIFTY 50

Investment Info

Investment Objective

The investment objective of the scheme is to achieve long-term capital appreciation and/or dividend distribution by investing in stocks that are Leaders" in their respective industries sectors/sub-sectors.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 30, 2006
Benchmark NIFTY 50
Asset Size (Rs cr) 1,740.95 (Sep-30-2016)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Ajay Tyagi
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 (%)
Birla SL Frontline Eqty-Direct (G) Not Ranked
2,596.94 -7.0 3.9 13.6 17.7 --
ICICI Pru Focused. Blue -Direct (G) Not Ranked
1,928.11 -4.7 6.3 14.0 16.2 --
ICICI Pru Focused Bluechip Eqty (G) Rank 3
9,738.73 -4.9 5.7 12.8 15.1 15.6
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.01 -4.7 6.3 13.9 16.2 16.6
HDFC Top 200 Fund (G) Rank 5
11,778.90 -3.8 7.7 14.8 15.1 14.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 28, 16)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 120.49 6.45
IndusInd Bank Banking/Finance 108.46 5.81
Yes Bank Banking/Finance 106.75 5.71
Infosys Technology 79.60 4.26
TCS Technology 66.20 3.54
Shree Cements Cement 64.60 3.46
Sun Pharma Pharmaceuticals 62.28 3.33
ITC Tobacco 60.71 3.25
HDFC Banking/Finance 58.45 3.13
Axis Bank Banking/Finance 50.39 2.70

Full Portfolio

Sector Allocation (Oct 28, 16)

Sector %

1-Year

HighLow

Banking/Finance 31.21 30.52 28.22
Pharmaceuticals 13.19 14.46 12.54
Technology 11.45 14.79 14.09
Automotive 9.42 8.68 8.45
Engineering 5.36 6.15 5.70
Miscellaneous 4.97 5.06 4.30

View All Sectors

Asset Allocation (%)(Oct 28, 16)

Equity 97.93
Others 0.00
Debt 0.31
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.71

View All

Concentration

Holdings (%)
Top 5 25.77
Top 10 41.64
Sector (%)
Top 3 55.85

News & Videos

Messages & Community

Explore Moneycontrol

Copyright © e-Eighteen.com Ltd. All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express written permission of moneycontrol.com is prohibited.