UTI Equity (Equity, Multi Cap)

Moderately High
26 yrs 8 monthsStarted on:18 May 1992
₹ 8345.36 Cras on: 17 Dec 2018
Long Term Horizon
2.19%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across the market capitalization spectrum.

Exit Load

Scheme Documents

Similar Funds
Aditya Birla SL Equity
Current NAV 1114.25
Return (CAGR) 23.27%
Crisil Ranking 3
Value Research
Mirae Asset India Equity
Current NAV 1114.25
Return (CAGR) 15.84%
Crisil Ranking 2
Value Research
SBI Focused Equity
Current NAV 1114.25
Return (CAGR) 19.82%
Crisil Ranking 4
Value Research
Franklin India Equity Advantage
Current NAV 1114.25
Return (CAGR) 17.02%
Crisil Ranking 3
Value Research NA
Principal Multicap
Current NAV 1114.25
Return (CAGR) 15.56%
Crisil Ranking 1
Value Research
ICICI Pru Multicap
Current NAV 1114.25
Return (CAGR) 14.76%
Crisil Ranking 3
Value Research
Axis Focused 25
Current NAV 1114.25
Return (CAGR) 16.46%
Crisil Ranking 2
Value Research
Reliance Multi Cap
Current NAV 1114.25
Return (CAGR) 17.79%
Crisil Ranking 4
Value Research
HDFC Equity
Current NAV 1114.25
Return (CAGR) 18.81%
Crisil Ranking 3
Value Research
DSP Equity
Current NAV 1114.25
Return (CAGR) 19.41%
Crisil Ranking 3
Value Research NA
UTI Bluechip Flexicap
Current NAV 1114.25
Return (CAGR) 10.81%
Crisil Ranking 4
Value Research NA
Baroda Pioneer Multi Cap
Current NAV 1114.25
Return (CAGR) 15.62%
Crisil Ranking 4
Value Research

Tenure

TenureReturns (CAGR)
YTD3.30
1 Month3.45
1 YR6.49
2 YR15.60
3 YR11.12

SIP Returns

TenureReturns (CAGR)
2 YR8.02
3 YR10.3
5 YR10.76
10 YR13.81

Portfolio

Company Name% Assets
Bajaj Finance Ltd.7.24
HDFC Bank Ltd.5.62
Indusind Bank Ltd.4.56
Kotak Mahindra Bank Ltd.3.71
Infosys Ltd.3.39
Tata Consultancy Services Ltd.3.32
Housing Development Finance Corpn. Ltd.3.25
MindTree Ltd.2.75
Shree Cement Ltd.2.59
Info Edge (India) Ltd.2.53

Top Sectoral Holdings

Sector Name% Assets
Financial30.92
Healthcare12.75
Technology11.51
Automobile7.23
Services5.94
Chemicals5.92
FMCG5.89
Engineering4.93
Construction3.7
Cons Durable3.25

Indicators

LabelValue
Portfolio turnover ratio30
Standard Deviation14.86%
Beta0.95%
Sharpe Ratio0.3

Ajay Tyagi

Mr Tyagi has done CFA Charterholder from The CFA Institute, USA and Masters in Finance from Delhi University.
He has been working in equity research in UTI since 2000. He has also worked as Assistant Fund Manager in the Offshore Funds division.

Other Funds Managed by Ajay Tyagi

© CRISIL Limited 2017. All Rights Reserved