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  • UTI Mutual Fund
  • UTI Value Opportunities Fund (Growth)

Formerly UTI Opportunities Reg Gr

UTI Mutual Fund

UTI Value Opportunities Fund (Growth)

EquityValue

105.6725

NAV (Nov 25)

12.7%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in value mutual funds.

Value funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

Outperformance Consistency

Neutral

The performance of the fund on a Outperformance Consistency metric has been Neutral

Scripbox Recommended Value Funds

Want the value funds that are right for your long term equity investment needs?

Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

105.6725

NAV (Nov 25)

Fund Returns

Last 1Y

4.6%

Last 3Y

18.5%

Last 5Y

12.7%

Last 10Y

13.1%

Since Inception

14.5%

6 Month CAGR

17.1%

Scheme Information

Investment Objective

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.

Expense Ratio

1.82

Launched (17y ago)

Jul 20, 2005

AUM in Crores

7062.917

ISIN

INF789F01AG5

Lock-in

No Lock-in

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

22

Standard Deviation (5yr)

19

Beta (3yr)

0.96

Beta (5yr)

0.95

Sharpe Ratio (3yr)

0.718

Sharpe Ratio (5yr)

0.467

YTM

0

Fund Managers

Amit Premchandani

Fund Manager

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.

Asset allocation and Holdings

Last updated on 2022-11-25

Top Stock Holdings

hdfc bank ltd

9%
9%

icici bank ltd

7.5%
7.5%

infosys ltd

6.7%
6.7%

axis bank ltd

5.1%
5.1%

state bank of india

3.8%
3.8%
See all holdings

Allocation by Sector

financial services

33.5%
33.5%

consumer cyclical

18.2%
18.2%

technology

9.5%
9.5%

healthcare

8.2%
8.2%

basic materials

7.2%
7.2%
See all sectors

Compare UTI Value Opportunities Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,865 cr

₹ 10,427 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 190,891 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 60 equity,488 debt and 31 hybrid funds.

amc-img

  • 022-62278000
  • invest@utico.in
  • Fund NameScripbox Opinion
    Till Date CAGR

    4%

    6.8%

    16.2%

    11.7%

    3.9%

    6.7%

    17.3%

    14.6%

    16.4%

    15.7%

    UTI Value Opportunities Fund (G) Review

    UTI Value Opportunities Fund (G) is a Value Equity fund and has delivered an annualised return of 14.5% over a period of 17 years. The fund was previously known as UTI Opportunities Reg Gr. The fund is managed by UTI Asset Management Co Ltd. The fund manager’s name is Amit Premchandani.

    Nav of UTI Value Opportunities Fund (G) as of 11/25/2022 is ₹105.67 with the total AUM as of 11/28/2022 is ₹7062.917. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Value Opportunities Fund (G) was launched on Jul 20, 2005. The category risk of the fund is Very High Risk.

    The minimum SIP amount for UTI Value Opportunities Fund (G) 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. Check your estimated returns on mutual funds by using sip calculator.

    UTI Value Opportunities Fund (G) 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 IISL Nifty 500 TR INR.

    UTI Value Opportunities Fund (G) is rated as a 3 fund in Equity and delivered 4.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI Value Opportunities Fund (G).

    Frequently Asked Questions

    What is UTI Value Opportunities Fund (G)?

    UTI Value Opportunities Fund (G) is a Value Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in UTI Value Opportunities Fund (G)?

    You can invest in UTI Value Opportunities Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of UTI Value Opportunities Fund (G)?

    The minimum sip amount for UTI Value Opportunities Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is UTI Value Opportunities Fund (G) good to invest in?

    As per Scripbox experts, UTI Value Opportunities Fund (G) is a Neutral fund. You can investUTI Value Opportunities Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the UTI Value Opportunities Fund (G)?

    The expense ratio of the UTI Value Opportunities Fund (G) is 1.82% for regular plan.