UTI Infrastructure (Equity, Equity Sectoral-infrastru)

High
14 yrs 11 monthsStarted on:07 Apr 2004
₹ 1267.18 Cras on: 15 Feb 2019
Long Term Horizon
2.24%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The Scheme seeks to provide long term capital appreciation by investing predominantly in equity and equity related securities of companies engaged either directly or indirectly in the infrastructure areas of the Indian economy.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
2 YR0.35
3 YR10.69

SIP Returns

TenureReturns (CAGR)
5 YR1.98
10 YR5.53

Portfolio

Company Name% Assets
Larsen & Toubro Ltd.8.04
Axis Bank Ltd.7.5
ICICI Bank Ltd.7.02
Shree Cement Ltd.5.98
State Bank of India5.86
GAIL (India) Ltd.3.33
Voltas Ltd.3.12
Blue Star Ltd.3.01
Container Corpn. Of India Ltd.2.85
Ultratech Cement Ltd.2.78

Top Sectoral Holdings

Sector Name% Assets
Construction29.29
Financial23.15
Energy11.84
Engineering10.02
Cons Durable9.71
Services7.89
Communication2.64
Automobile1.87
Chemicals1.41
Metals0.84

Indicators

LabelValue
Portfolio turnover ratio12
Standard Deviation19.59%
Beta1.04%
Sharpe Ratio0.26

Sanjay Ramdas Dongre

Mr. Dongre is a B.E. (Instrumentation) from College of Engineering and PGDM from IIM Kolkata.
He has been associated with UTI AMC since 1994.