UTI Infrastructure Fund (Equity, Equity Sectoral-infrastru)

High
16 yrs 2 monthsStarted on:07 Apr 2004
₹ 944.37 Cras on: 21 May 2020
Long Term Horizon
2.41%
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)

SIP Returns

TenureReturns (CAGR)
10 YR1.1

Portfolio

Company Name% Assets
Bharti Airtel Ltd.8.69
Larsen & Toubro Ltd.6.94
Shree Cement Ltd.6.8
ICICI Bank Ltd.6.56
Ultratech Cement Ltd.5.09
Indraprastha Gas Ltd.5.05
Axis Bank Ltd.4.82
State Bank of India4.74
Gujarat Gas Ltd.4.72
Adani Ports and Special Economic Zone Ltd.3.02

Top Sectoral Holdings

Sector Name% Assets
Construction27.52
Financial16.12
Energy13.89
Engineering9.01
Communication8.69
Services8.12
Cons Durable7.38
Chemicals4.72
Automobile1.52
Metals1.09

Indicators

LabelValue
Portfolio turnover ratio5
Standard Deviation24.98%
Beta1.02%

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.

Other Funds Managed by Sanjay Ramdas Dongre