UTI Equity Fund (Equity, Multi Cap)

Moderately High
27 yrs 10 monthsStarted on:18 May 1992
₹ 10649.84 Cras on: 26 Feb 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)
YTD3.56
3 Month5.81
1 YR17.05
2 YR10.25
3 YR12.51

SIP Returns

TenureReturns (CAGR)
1 YR19.56
2 YR12.11
3 YR11.34
5 YR11.25
10 YR13.1

Portfolio

Company Name% Assets
Bajaj Finance Ltd.7.48
HDFC Bank Ltd.5.94
Housing Development Finance Corpn. Ltd.4.58
Kotak Mahindra Bank Ltd.4.4
Larsen & Toubro Infotech Ltd.3.73
Info Edge (India) Ltd.3.62
Infosys Ltd.3.39
Tata Consultancy Services Ltd.3.16
Indusind Bank Ltd.3.14
AU Small Finance Bank Ltd.3.13

Top Sectoral Holdings

Sector Name% Assets
Financial31.25
Healthcare12.97
Technology11.22
Services7.57
Chemicals7.52
Automobile6.67
FMCG4.14
Construction3.97
Engineering3.74
Cons Durable3.38

Indicators

LabelValue
Portfolio turnover ratio14
Standard Deviation12.58%
Beta0.9%
Sharpe Ratio0.68

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.