UTI Equity Fund (Equity, Multi Cap)

Moderately High
28 yrs 1 monthsStarted on:18 May 1992
₹ 9192.73 Cras on: 21 May 2020
Long Term Horizon
2.11%
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

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Tenure

TenureReturns (CAGR)
1 Month1.44
3 YR2.10

SIP Returns

TenureReturns (CAGR)
5 YR1
10 YR7.99

Portfolio

Company Name% Assets
HDFC Bank Ltd.6.44
Bajaj Finance Ltd.5.61
Housing Development Finance Corpn. Ltd.4.84
Kotak Mahindra Bank Ltd.4.55
Tata Consultancy Services Ltd.3.77
Infosys Ltd.3.76
Larsen & Toubro Infotech Ltd.3.65
Info Edge (India) Ltd.3.21
Shree Cement Ltd.2.76
Astral Poly Technik Ltd.2.65

Top Sectoral Holdings

Sector Name% Assets
Financial26.04
Healthcare14.79
Technology12.31
Services8.73
Chemicals7.27
Automobile6.47
FMCG4.84
Engineering4.12
Construction3.91
Cons Durable3.29

Indicators

LabelValue
Portfolio turnover ratio16
Standard Deviation20.33%
Beta0.93%
Sharpe Ratio0.04

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.