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UTI Leadership Equity Fund (G)

PLAN: Regular OPTIONS: Growth
26.625 0.16 (0.60%)

NAV as on 17 Feb, 2017

CRISIL MF RANK

Riskometer

MODERATELY LOW

MODERATELY LOW

  • Principal at moderately low risk.
FUND FAMILY : UTI Mutual Fund FUND CLASS : Large Cap
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ranking by CRISIL

Below average performance in the category

The scheme is ranked 4 in Large Cap category by Crisil (for quarter ended Dec 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:
 
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Returns (NAV as on 17 Feb, 2017)

Period Returns (%) Rank #
1 mth 6.7 20
3 mth 10.2 49
6 mth - 126
1 year 24.0 99
2 year 1.2 112
3 year 15.7 101
5 year 12.3 39

# Moneycontrol Rank within 150 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -2.6 9.2 4.1 -9.7 2.3
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

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 6.7 10.2 -- 24.0 1.2 15.7 12.3
Category avg 4.7 8.1 3.2 23.4 3.7 17.0 11.1
Difference of Fund returns and Category returns 2.0 2.1 -- 0.6 -2.5 -1.3 1.2
Best of category 7.4 12.7 17.3 48.3 28.8 56.1 36.9
Worst of category -0.4 -7.7 -7.6 -16.7 -0.8 7.4 4.4
Benchmark returns # 5.0 9.2 2.3 24.1 -0.3 13.3 9.7
Difference of Fund returns and Benchmark returns 1.7 1.0 -- -0.1 1.5 2.4 2.6
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) 1,693.46 (Dec-31-2016)
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
3,002.12 9.6 3.9 31.2 22.2 --
ICICI Pru Focused Bluechip Eqty (G) Rank 2
9,635.47 9.2 5.5 31.8 19.2 14.5
ICICI Pru Focused. Blue -Direct (G) Not Ranked
2,001.71 9.4 6.0 33.1 20.3 --
HDFC Top 200 Fund (G) Rank 3
11,411.66 8.9 7.0 39.4 20.0 12.9
SBI Blue Chip Fund (G) Rank 1
7,320.88 8.4 1.6 24.4 22.4 18.1
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jan 31, 17)

Equity Sector Value
(Rs cr)
Asset %
Yes Bank Banking/Finance 118.94 6.50
HDFC Bank Banking/Finance 117.99 6.45
IndusInd Bank Banking/Finance 113.81 6.22
Bajaj Finance Banking/Finance 95.42 5.22
Infosys Technology 77.82 4.25
Kotak Mahindra Banking/Finance 63.02 3.45
ITC Tobacco 59.81 3.27
Shree Cements Cement 58.17 3.18
HDFC Banking/Finance 57.37 3.14
TCS Technology 53.29 2.91

Full Portfolio

Sector Allocation (Jan 31, 17)

Sector %

1-Year

HighLow

Banking/Finance 34.87 30.52 28.22
Pharmaceuticals 11.40 14.46 12.54
Technology 10.99 14.79 14.34
Automotive 9.55 8.68 8.45
Miscellaneous 5.05 5.06 4.96
Engineering 4.79 6.15 5.70

View All Sectors

Asset Allocation (%)(Jan 31, 17)

Equity 97.82
Others 0.00
Debt 0.32
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.83

View All

Concentration

Holdings (%)
Top 5 28.64
Top 10 44.59
Sector (%)
Top 3 57.26

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