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Very Good performance in the category

The scheme is ranked 1 in Large Cap category by Crisil. If you are already invested in this scheme, you may continue to stay invested.
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Benchmark Index:

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Returns (NAV as on May-25-2012)

Period	Returns (%)	Rank #
1 mth	-4.3	26
3 mth	-5.1	29
6 mth	3.3	19
1 year	0.3	1
2 year	8.4	1
3 year	14.6	2
5 year	12.5	1

# Moneycontrol Rank within 84 Large Cap Schemes.

Absolute Returns (in %)

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2012	13.4	-	-	-	-
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
2008	-26.7	-11.3	-2.5	-17.4	-49.5
2007	-6.0	24.4	19.3	26.3	70.1

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* Returns over 1 year are Annualised

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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	-4.3	-5.1	3.3	0.3	8.4	14.6	12.5
Category avg	-4.5	-5.2	1.7	-6.9	0.4	6.0	2.0
Difference of Fund returns and Category returns	0.2	0.1	1.6	7.2	8.0	8.6	10.5
Best of category	0.2	1.7	9.5	0.3	8.4	15.5	12.5
Worst of category	-8.8	-8.7	-4.1	-16.6	-14.7	-9.6	-2.0
Benchmark returns #	-5.6	-6.6	4.3	-8.9	-0.2	5.3	2.9
Difference of Fund returns and Benchmark returns	1.3	1.5	-1.0	9.2	8.6	9.3	9.6

# Benchmark Index: 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	Close-Ended
Investment Plan	Growth
Launch date	Sep 07, 2006
Benchmark	BSE-100
Asset Size (Rs cr)	1,324.83 (Mar-31-2012)
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	0.00%
Load Comments	Exit Load - An early exit charge equivalent to the unamortized new fund offer expenses will be recovered from the investors incase of redemption before expiry of 5 years 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)
Large Cap	Crisil Rank	Assets (Rs.cr)	3mth (%)	6mth (%)	1yr (%)	3yr (%)	5yr (%)
Franklin India Bluechip (G)	Rank 2	4,516.35	-6.9	0.5	-5.6	12.0	7.4
DSP-BR Top 100 Equity - IP (G)	Not Ranked	139.06	-6.2	4.0	-4.5	11.7	5.6
DSP-BR Top 100 Equity - RP (G)	Rank 2	3,109.35	-6.3	3.8	-4.9	11.2	8.0
Fidelity Equity Fund (G)	Rank 1	3,401.12	-6.0	0.1	-7.8	13.3	6.5
Kotak 50 (G)	Rank 3	828.44	-6.3	-0.4	-7.7	7.8	4.6
* Returns over 1 year are Annualised	More »

Portfolio

Top Holdings (Apr 30, 12)

Equity	Sector	Value (Rs cr)	Asset %
ITC	Tobacco	-	6.92
HDFC Bank	Banking/Finance	-	4.91
ICICI Bank	Banking/Finance	-	4.74
CRISIL	Miscellaneous	-	4.52
Infosys	Technology	-	4.40
SBI	Banking/Finance	-	4.26
HDFC	Banking/Finance	-	3.97
Tata Motors	Automotive	-	3.68
Cairn India	Oil & Gas	-	3.63
TCS	Technology	-	3.59