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UTI Opportunities Fund (G)

PLAN: Regular OPTIONS: Growth
48.336 0.29 (0.61%)

NAV as on 21 Nov, 2014

CRISIL MF RANK

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

Good performance in the category

The scheme is ranked 2 in Large Cap category by Crisil (for quarter ended Mar 2014) up from Rank 3 last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

View Top ranked funds in this category

Benchmark Index:
 
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Returns (NAV as on 21 Nov, 2014)

Period Returns (%) Rank #
1 mth 5.7 123
3 mth 9.2 73
6 mth 23.2 46
1 year 50.1 64
2 year 25.3 38
3 year 23.7 25
5 year 15.6 5

# Moneycontrol Rank within 150 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 6.3 16.6 8.2 - -
2013 -7.3 2.5 -0.7 9.2 5.2
2012 13.4 -1.4 7.9 4.1 27.4
2011 -5.5 -0.2 -5.1 -1.9 -12.6
2010 -2.0 1.6 16.2 0.5 17.9
2009 3.4 46.6 19.4 -0.2 94.6

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 5.7 9.2 23.2 50.1 25.3 23.7 15.6
Category avg 6.6 8.8 20.7 49.0 12.8 11.1 5.4
Difference of Fund returns and Category returns -0.9 0.4 2.5 1.1 12.5 12.6 10.2
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 # 6.6 7.6 14.9 40.4 23.1 21.7 10.5
Difference of Fund returns and Benchmark returns -0.9 1.6 8.3 9.7 2.2 2.0 5.1
UTI Opportunities Fund (G) Review by Crisil - Rating: 4 (Rank 2 out of 5)
# Benchmark Index: S&P BSE 100

Investment Info

Investment Objective

This scheme seeks to generate capital appreciation and/or income distribution by investing the funds of the scheme in equity shares and equity-related instruments. The main focus of this scheme is to capitalize on opportunities arising in the market by responding to the dynamically changing Indian economy by moving its investments amongst different sectors as prevailing trends change.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Sep 07, 2006
Benchmark S&P BSE 100
Asset Size (Rs cr) 4,428.25 (Sep-30-2014)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Anoop Bhaskar
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 - 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 (Oct 31, 14)

Equity Sector Value
(Rs cr)
Asset %
Infosys Technology 343.28 6.70
ICICI Bank Banking/Finance 337.91 6.59
HDFC Bank Banking/Finance 312.43 6.10
TCS Technology 276.03 5.39
Maruti Suzuki Automotive 249.18 4.86
Larsen Engineering 216.04 4.22
Reliance Oil & Gas 209.63 4.09
Axis Bank Banking/Finance 208.76 4.07
Hero Motocorp Automotive 157.23 3.07
SBI Banking/Finance 154.39 3.01

Full Portfolio

Sector Allocation (Oct 31, 14)

Sector %

1-Year

HighLow

Banking/Finance 21.60 21.60 15.27
Automotive 15.74 15.74 8.59
Technology 15.64 21.66 14.29
Engineering 8.26 8.26 6.65
Pharmaceuticals 6.83 6.83 5.32
Oil & Gas 6.45 7.40 5.94

View All Sectors

Asset Allocation (%)(Oct 31, 14)

Equity 98.13
Others 0.00
Debt 1.04
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.83

View All

Concentration

Holdings (%)
Top 5 29.64
Top 10 48.10
Sector (%)
Top 3 52.98

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