UTI-Equity Fund (Equity, Large Cap)

Moderately High
26 yrs 2 monthsStarted on:18 May 1992
₹ 7833.44 Cras on: 15 Jun 2018
Long Term Horizon
2.06%
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)
YTD6.38
1 Month2.44
3 Month8.16
1 YR17.70
2 YR16.83
3 YR12.87

SIP Returns

TenureReturns (CAGR)
1 YR19.27
2 YR17.95
3 YR16.03
5 YR15.67
10 YR15.89

Portfolio

Company Name% Assets
Bajaj Finance Ltd.7.16
Indusind Bank Ltd.5.76
HDFC Bank Ltd.5.15
Yes Bank Ltd.5.07
Infosys Ltd.4.09
Kotak Mahindra Bank Ltd.3.91
Tata Consultancy Services Ltd.3.12
MindTree Ltd.3.09
Housing Development Finance Corpn. Ltd.2.68
Astral Poly Technik Ltd.2.49

Top Sectoral Holdings

Sector Name% Assets
Financial33.6
Healthcare11.57
Technology10.3
Automobile7.81
Chemicals5.9
Services5.83
FMCG5.66
Engineering5.14
Textiles3.13
Cons Durable3.04

Indicators

LabelValue
Portfolio turnover ratio30
Standard Deviation12.95%
Beta0.9%
Sharpe Ratio0.33

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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