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UTI Opportunities Fund (G)

PLAN: Regular OPTIONS: Growth
40.617 0.3 (0.73%)

NAV as on 10 Feb, 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

Below average performance in the category

The scheme is ranked 4 in Large Cap category by Crisil (for quarter ended Nov 1999) 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 10 Feb, 2016)

Period Returns (%) Rank #
1 mth -6.1 90
3 mth -9.7 107
6 mth -17.1 102
1 year -18.6 116
2 year 11.2 90
3 year 9.0 75
5 year 9.9 20

# Moneycontrol Rank within 132 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
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 -6.1 -9.7 -17.1 -18.6 11.2 9.0 9.9
Category avg -5.2 -6.9 -13.5 -11.5 13.8 10.1 7.4
Difference of Fund returns and Category returns -0.9 -2.8 -3.6 -7.1 -2.6 -1.1 2.5
Best of category 1.9 4.9 2.1 15.5 34.5 22.0 16.9
Worst of category -9.7 -13.7 -20.3 -26.9 2.5 1.1 1.9
Benchmark returns # -8.7 -10.7 -18.1 -19.1 8.0 5.9 5.7
Difference of Fund returns and Benchmark returns 2.6 1.0 1.0 0.5 3.2 3.1 4.2
UTI Opportunities Fund (G) Review by Crisil - Rating: 2 (Rank 4 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) 4,526.90 (Dec-31-2015)
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 (G) Rank 4
11,651.77 -13.7 -20.1 -19.7 7.6 7.1
Birla SL Frontline Equity (G) Rank 2
8,774.26 -6.8 -13.9 -12.1 13.5 11.9
ICICI Pru Focused Bluechip Eqty (G) Rank 3
8,359.90 -8.1 -14.4 -13.2 12.1 11.0
Franklin India Bluechip (G) Rank 3
5,169.98 -7.7 -13.9 -10.2 10.4 9.3
UTI Opportunities Fund (G) Rank 4
4,526.90 -9.7 -17.1 -18.6 9.0 9.9
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Dec 31, 15)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 360.79 7.97
Infosys Technology 326.39 7.21
Axis Bank Banking/Finance 194.66 4.30
Reliance Oil & Gas 194.20 4.29
Maruti Suzuki Automotive 180.17 3.98
TCS Technology 166.14 3.67
Sun Pharma Pharmaceuticals 153.01 3.38
Larsen Engineering 147.58 3.26
ICICI Bank Banking/Finance 133.54 2.95
Shree Cements Cement 131.28 2.90

Full Portfolio

Sector Allocation (Dec 31, 15)

Sector %

1-Year

HighLow

Banking/Finance 24.48 25.24 23.85
Automotive 15.27 16.27 15.15
Technology 13.88 14.97 12.63
Engineering 7.84 9.04 7.84
Oil & Gas 7.21 7.21 4.89
Pharmaceuticals 6.76 7.99 6.51

View All Sectors

Asset Allocation (%)(Dec 31, 15)

Equity 97.16
Others 0.34
Debt 0.68
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.79

View All

Concentration

Holdings (%)
Top 5 27.75
Top 10 43.91
Sector (%)
Top 3 53.63

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