scripbox logo
  • Mutual Funds
  • UTI Asset Management Co Ltd
  • UTI Infrastructure Fund (Growth)

Formerly UTI Infrastructure Gr

UTI Infrastructure Fund (Growth)

UTI Infrastructure Fund (Growth)

EquitySectoral / Thematic - Infra

62.7282

NAV (Apr 20)

Scripbox Opinion

Neutral

Click here for top ranked funds in sectoral / thematic - infra mutual funds.

However, Scripbox does not recommend investing in sectoral / thematic - infra mutual funds.

The Infrastructure index has performed moderately well over time however, funds in this category are very few and have underperformed the benchmark index.

This category is also characterised by higher volatility.Investing in these funds will require investors to have a unique insight into the specific areas of investment that these funds focus on.In addition the investor will need to have the ability,inclination and expertise to monitor the prospects closely.Investors are therefore better off investing in diversified funds rather than this category.

Our analysis of this fundLearn how we rate funds ->

Track Record

17 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

1,363 Cr. Medium within the category

Category View

Relatively Poor. The category has a relatively poor investment outlook

Consistency Of Performance

Relatively moderate. The historical performance of the fund has been OK

Invest in this fund
Explore a scientifically created Scripbox plan within this asset class.
Build Long Term Wealth

Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • graph-icon-gray
    Historical growth rate of 12% per annum
  • graph-icon-gray
    Recommended Duration > 5 years
  • graph-icon-gray
    No Lock-in
  • graph-icon-gray
    Grow Wealth , Retirement , Kid's Education

No single fund can achieve what a plan can. Learn why

info-icon-blue

Scheme Information

Investment Objective

The investment objective of the Scheme is to provide long term capital appreciation by investing predominantly in equity and equity related securities of companies engaged either directly or indirectly in the infrastructure areas of the Indian economy. However,there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Very High Risk

2.37 %

Expense Ratio

Apr 07, 2004

Launched (17y ago)

₹ 1,363

AUM in Crores

INF789F01752

ISIN

No Lock-in

Lock-in

Benchmark

₹ 1,000

SIP Minimum

₹ 5,000

Lumpsum Min.

Fund Managers
user-avatar

Sanjay Dongre

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
EPF70% ₹ 900,761 ₹ 168,1498.50%
Property70% ₹ 867,662 ₹ 135,0507.00%
PPF70% ₹ 869,819 ₹ 137,2077.10%
Bank FD70% ₹ 846,471 ₹ 113,8596.00%
Gold70% ₹ 846,471 ₹ 113,8596.00%
Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

build-long-item-wealth-img

Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Equity Funds

Invesco India Growth Opportunities Fund (G)

Invesco India Growth Opportunities Fund (G)

Diversified

Recommended

Top Ranked

14 Years

Age

5

Track Record

SBI Focused Equity Fund (G)

SBI Focused Equity Fund (G)

Diversified

Recommended

Top Ranked

17 Years

Age

5

Track Record

Aditya Birla Sun Life Focused Equity Fund (G)

Aditya Birla Sun Life Focused Equity Fund (G)

Diversified

Recommended

Top Ranked

16 Years

Age

5

Track Record

Mirae Asset Tax Saver Fund (G)

Mirae Asset Tax Saver Fund (G)

Tax Saving

Recommended

Top Ranked

6 Years

Age

5

Track Record

UTI Nifty Index Fund (G)

UTI Nifty Index Fund (G)

Index Funds

Recommended

Top Ranked

21 Years

Age

5

Track Record

amc-icon

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 146,745 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 59 equity,485 debt and 34 hybrid funds.

amc-img

  • tel-amc-about
    022-62278000
  • mail-amc-about
    invest@utico.in
  • UTI Nifty Index Fund (G)

    UTI Nifty Index Fund (G)

    Index Funds

    Recommended

    Top Ranked

    ₹ 3,291 Cr

    Fund Size

    11.6%

    3Y returns

    UTI Nifty Index Fund (DP-A)

    UTI Nifty Index Fund (DP-A)

    Index Funds

    Top Ranked

    ₹ 3,291 Cr

    Fund Size

    11.6%

    3Y returns

    UTI Nifty Index Fund (DR-A)

    UTI Nifty Index Fund (DR-A)

    Index Funds

    Top Ranked

    ₹ 3,291 Cr

    Fund Size

    11.6%

    3Y returns

    UTI Short Term Income Fund Discontinued Sub (G)

    UTI Short Term Income Fund Discontinued Sub (G)

    Short Term

    Top Ranked

    ₹ 3,448 Cr

    Fund Size

    3.2%

    3Y returns

    UTI Treasury Advantage Fund (G)

    UTI Treasury Advantage Fund (G)

    Low Duration

    Top Ranked

    ₹ 3,441 Cr

    Fund Size

    3%

    3Y returns

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Category View

    Category View

    We check if the sub-category of the fund is recommended by us.

    Consistency Of Performance

    Consistency Of Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Quality Of Fund’s Portfolio

    Credit Quality Of Fund’s Portfolio

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Equity Funds

    Debt Funds

    How to invest in Scripbox Mutual Funds?

    Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.

    choose long term plan

    Choose a plan

    Choose a plan to invest to start investing

    create account

    Create an Account

    Create an account with Scripbox through a paperless process, to invest in this fund

    invest online

    Invest online & transfer

    Invest via netbanking, UPI or through an SIP (eNACH mandate).

    track investments

    Track your investments

    Track, invest more and withdraw your investments through the Scripbox dashboard

    The Scripbox Promise

    Scripbox has helped over 2500 people become millionaires in the last 7 years

    Start Investing Now
    fund selection

    Fund Selection

    You'll never have to worry about what funds to choose. We'll suggest what's best for you.

    continuous monitoring

    Continuous monitoring & alerts

    We will track our recommendations and suggest changes & fund exists whenever required.

    call assistance

    All week call assistance

    Our customer champions are available 7 days a week from 8AM to 8PM.

    annual reviews

    Annual reviews & rebalances

    We review your investments and make course corrections every year to make the best out of your investments

    About UTI Infrastructure Fund (G)

    About UTI Infrastructure Fund (G)

    UTI Infrastructure Fund (G) is a sectoral / thematic - infra equity fund and has delivered an annualised return of 12.0% over a period of 17 years .The fund was previously known as UTI Infrastructure Gr.The fund is managed by UTI Asset Management Co Ltd.The fund manager’s name is Sanjay Dongre.

    UTI Infrastructure Fund (G) Investment Objective

    The investment objective of the Scheme is to provide long term capital appreciation by investing predominantly in equity and equity related securities of companies engaged either directly or indirectly in the infrastructure areas of the Indian economy. However,there can be no assurance or guarantee that the investment objective of the scheme would be achieved. However, there is no assurance that the objective of the scheme will be realized.

    UTI Infrastructure Fund (G) NAV,AUM,Risk

    The UTI Infrastructure Fund (G) fund was launched on Apr 07, 2004. The NAV (Net Asset Value) of this sectoral / thematic - infra equity as of 2021-04-20 is ₹ 62.7282. The total AUM (Asset Under Management) of the fund as of 2021-04-22 is ₹ 1362.035. The category risk of the UTI Infrastructure Fund (G) fund is Very High Risk. The fund charges 2.37 % as expense ratio.

    UTI Infrastructure Fund (G) Holdings

    The fund’s highest allocation is towards equity and has invested 99.4% in this asset class. The top three holdings of the fund are larsen & toubro ltd shs dematerialised,bharti airtel ltd and icici bank ltd

    UTI Infrastructure Fund (G) SIP

    The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

    UTI Infrastructure Fund (G) Investment volatility and Horizon

    This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to

    UTI Infrastructure Fund (G) Review

    UTI Infrastructure Fund (G) has a score of 2 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, UTI Infrastructure Fund (G) has a score of 3 out of 5. Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.

    filter
    Show Calculator