UTI-Equity Fund (Equity, Large Cap)

Moderately High
25 yrs 12 monthsStarted on:18 May 1992
₹ 4905.44 Cras on: 20 Apr 2018
Long Term Horizon
2.11%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

UTI Equity Fund is open-ended equity scheme with an objective of investing at least 80% of its funds in equity and equity related instrument with medium to high risk profile and upto 20% in debt and money market instruments with low to medium risk profile.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD3.35
1 Month7.39
3 Month0.94
1 YR19.59
2 YR17.10
3 YR10.09

SIP Returns

TenureReturns (CAGR)
1 YR18.53
2 YR17.42
3 YR14.94
5 YR15.52
10 YR15.65

Portfolio

Company Name% Assets
Bajaj Finance Ltd.6.77
Indusind Bank Ltd.5.86
HDFC Bank Ltd.5.04
Yes Bank Ltd.4.73
Infosys Ltd.4.21
Kotak Mahindra Bank Ltd.3.44
Housing Development Finance Corpn. Ltd.3.02
Tata Consultancy Services Ltd.2.78
Maruti Suzuki India Ltd.2.7
MindTree Ltd.2.65

Top Sectoral Holdings

Sector Name% Assets
Financial32.22
Healthcare12.49
Technology9.64
Automobile8.38
FMCG6.17
Services5.77
Chemicals5.5
Engineering5.3
Cons Durable3.57
Textiles3.21

Indicators

LabelValue
Portfolio turnover ratio30
Standard Deviation12.51%
Beta0.87%
Sharpe Ratio0.31

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

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