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UTI Leadership Equity Fund (D)

PLAN: Regular OPTIONS: Dividend
21.112 0.02 (0.09%)

NAV as on 03 Jul, 2015

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

Below average performance in the category

The scheme is ranked 4 in Large Cap category by Crisil (for quarter ended Mar 2015) 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 03 Jul, 2015)

Period Returns (%) Rank #
1 mth 3.0 115
3 mth -3.8 117
6 mth 1.6 97
1 year 13.0 78
2 year 24.1 90
3 year 19.9 33
5 year 11.4 34

# Moneycontrol Rank within 142 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 -5.2 -4.4 - - -
2014 7.1 14.7 5.9 5.7 -
2013 -4.8 2.6 -1.8 8.8 6.5
2012 13.9 0.5 9.1 3.8 30.6
2011 -5.4 -2.6 -10.7 -6.3 -24.2
2010 -1.0 0.7 14.2 -3.0 12.4

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 3.0 -3.8 1.6 13.0 24.1 19.9 11.4
Category avg 3.9 -1.4 3.0 14.3 24.7 17.7 9.3
Difference of Fund returns and Category returns -0.9 -2.4 -1.4 -1.3 -0.6 2.2 2.1
Best of category 7.4 3.4 11.2 37.2 41.4 31.1 16.1
Worst of category 0.6 -6.6 -4.4 1.6 12.2 8.5 5.4
Benchmark returns # 4.3 -2.0 1.3 10.0 21.3 17.1 10.1
Difference of Fund returns and Benchmark returns -1.3 -1.8 0.3 3.0 2.8 2.8 1.3
UTI Leadership Equity Fund (D) Review by Crisil - Rating: 2 (Rank 4 out of 5)
# Benchmark Index: CNX NIFTY

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 Dividend
Launch date Jan 30, 2006
Benchmark CNX NIFTY
Asset Size (Rs cr) 1,722.16 (Mar-31-2015)
Minimum Investment Rs.5000
Last Dividend Rs.2.25 (Feb-26-2015) View Dividend History
Bonus N.A.
Fund Manager Sanjay Dongre
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
13,213.39 -1.5 -1.6 7.1 19.3 12.2
HDFC Top 200 Fund - Direct (G) Not Ranked
771.24 -1.4 -1.3 7.8 -- --
Birla SL Frontline Eqty-Direct (G) Not Ranked
698.43 -0.1 4.6 18.5 -- --
Birla SL Frontline Equity (G) Rank 3
7,900.44 -0.3 4.2 17.4 25.1 15.1
ICICI Pru Focused. Blue -Direct (G) Not Ranked
735.53 -1.1 2.6 14.8 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (May 29, 15)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 128.69 7.74
Axis Bank Banking/Finance 111.23 6.69
ICICI Bank Banking/Finance 88.83 5.35
Infosys Technology 80.93 4.87
Larsen Engineering 76.10 4.58
UltraTechCement Cement 74.38 4.48
Bharat Forge Manufacturing 68.97 4.15
SBI Banking/Finance 67.87 4.08
Maruti Suzuki Automotive 66.25 3.99
TCS Technology 63.69 3.83

Full Portfolio

Sector Allocation (May 29, 15)

Sector %

1-Year

HighLow

Banking/Finance 28.69 30.12 24.95
Technology 12.38 16.45 12.38
Automotive 11.60 11.93 9.77
Cement 9.52 9.52 5.76
Engineering 8.50 8.58 6.71
Pharmaceuticals 7.61 8.36 6.73

View All Sectors

Asset Allocation (%)(May 29, 15)

Equity 98.64
Others 0.00
Debt 0.66
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.68

View All

Concentration

Holdings (%)
Top 5 29.23
Top 10 49.76
Sector (%)
Top 3 52.67

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