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UTI Opportunities Fund (G)

PLAN: Regular OPTIONS: Growth
48.986 0.52 (1.07%)

NAV as on 25 Jul, 2016

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

Relatively Weak performance in the category

The scheme is ranked 5 in Large Cap category by Crisil (for quarter ended Mar 2016) rank unchanged from last quarter. If you are invested in this scheme, its time to switch to a better performing scheme.

View Top ranked funds in this category

Benchmark Index:
 
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Returns (NAV as on 25 Jul, 2016)

Period Returns (%) Rank #
1 mth 6.7 67
3 mth 9.1 59
6 mth 16.8 58
1 year 2.8 89
2 year 7.0 98
3 year 15.7 87
5 year 12.0 25

# Moneycontrol Rank within 133 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -3.3 - - - -
2015 2.3 -4.0 -5.1 -1.8 -6.1
2014 6.3 16.6 8.2 5.6 41.4
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

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 6.7 9.1 16.8 2.8 7.0 15.7 12.0
Category avg 6.1 8.0 14.5 3.9 9.7 17.1 9.7
Difference of Fund returns and Category returns 0.6 1.1 2.3 -1.1 -2.7 -1.4 2.3
Best of category 11.0 20.0 29.6 15.5 25.8 30.7 17.2
Worst of category -0.4 -7.7 -7.6 -16.7 0.5 8.7 4.4
Benchmark returns # 6.1 9.3 15.9 2.8 5.4 14.0 8.7
Difference of Fund returns and Benchmark returns 0.6 -0.2 0.9 0.0 1.6 1.7 3.3
UTI Opportunities Fund (G) Review by Crisil - Rating: 1 (Rank 5 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) 4,145.08 (Jun-30-2016)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Swati Kulkarni
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 5
10,941.31 11.0 20.8 5.6 20.4 11.2
Birla SL Frontline Equity (G) Rank 2
9,364.34 10.5 18.7 7.6 22.3 15.1
ICICI Pru Focused Bluechip Eqty (G) Rank 3
8,820.49 10.1 17.6 7.4 20.2 13.6
Franklin India Bluechip (G) Rank 2
5,319.35 9.3 19.0 7.7 20.0 12.5
SBI Blue Chip Fund (G) Rank 1
4,796.70 9.2 17.1 9.2 24.8 17.2
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jun 30, 16)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 324.56 7.83
Infosys Technology 315.03 7.60
IndusInd Bank Banking/Finance 191.09 4.61
Reliance Oil & Gas 173.26 4.18
Axis Bank Banking/Finance 172.85 4.17
Hero Motocorp Automotive 162.90 3.93
Shree Cements Cement 145.91 3.52
Larsen Engineering 132.64 3.20
Sun Pharma Pharmaceuticals 132.23 3.19
UltraTechCement Cement 126.01 3.04

Full Portfolio

Sector Allocation (Jun 30, 16)

Sector %

1-Year

HighLow

Banking/Finance 27.81 26.98 23.93
Automotive 15.99 16.27 13.36
Technology 13.49 14.99 12.88
Engineering 7.01 9.04 6.83
Oil & Gas 6.58 7.82 5.68
Cement 6.56 6.46 5.57

View All Sectors

Asset Allocation (%)(Jun 30, 16)

Equity 98.33
Others 0.29
Debt 0.71
Mutual Funds 0.44
Money Market 0.00
Cash / Call 0.25

View All

Concentration

Holdings (%)
Top 5 28.39
Top 10 45.27
Sector (%)
Top 3 57.29

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