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UTI Value Opportunities Fund Regular Plan Growth

Formerly UTI Opportunities Reg Gr
Returns (5yrs)
0.85 %
Latest NAV
51.73

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Fund Information

as on 27th of May, 06:44 PM

UTI Asset Management Company Ltd

The primary objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across market capitalization spectrum. However,there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

Fund Managers

  • profile-pic
    Amit Premchandani
    profile-pic
    Vetri Subramaniam
  • expense-ratio
    Expense Ratio
    2.28
    benchmark
    Benchmark
    IISL Nifty 500 TR INR
  • Aum image
    AUM
    ₹ 3762.93 Crores
    ISIN
    ISIN
    INF789F01AG5
  • Category Risk:

    Moderately High risk

Holding Information

as on 27th of May, 06:44 PM

Top Holding

Hdfc Bank Ltd
9%
Icici Bank Ltd
8%
Infosys Ltd
8%
Bharti Airtel Ltd
5%
Axis Bank Ltd
4%

Top Sectors

Financial Services
28%
Consumer Cyclical
13%
Healthcare
11%
Technology
11%
Utilities
7%

Allocation

Equity
97%
Others
0%
Debt
0%

Investment Return Calculator

as on 27th of May, 06:44 PM
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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. Past performance is not an indicator of future returns.

Transaction

as on 27th of May, 06:44 PM
Minimum SIP Amount
₹ 1000
Minimum Lumpsum Amount
₹ 5000
Lumpsum Multiple
₹ 100
SIP Multiple
₹ 100

About the Fund

UTI Value Opportunities Fund Regular Plan Growth is a Diversified EQUITY fund and has delivered an annualised return of 0.85% over a period of 5 years. The fund is managed by UTI Asset Management Company Ltd. The fund managers names are Amit Premchandani, Vetri Subramaniam. The primary objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across market capitalization spectrum. However,there can be no assurance or guarantee that the investment objective of the scheme would be achieved. The fund charges 2.28000%. The minimum SIP amount for this is ₹1000. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.

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Long Term Wealth

  • 5+ years
    Recommended
  • 12-14%
    Returns
  • No lock-in
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