UTI-Infrastructure Fund (Equity, Equity Sectoral-infrastru)

High
14 yrs 4 monthsStarted on:07 Apr 2004
₹ 1402.57 Cras on: 17 Jul 2018
Long Term Horizon
2.17%
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 YR8.33
3 YR3.15

SIP Returns

TenureReturns (CAGR)
3 YR5.46
5 YR9.37
10 YR7.92

Portfolio

Company Name% Assets
Larsen & Toubro Ltd.7.05
Shree Cement Ltd.6.1
Yes Bank Ltd.5.04
ICICI Bank Ltd.4.97
Axis Bank Ltd.4.79
State Bank of India4.68
KEC International Ltd.4.11
GAIL (India) Ltd.3.52
Ultratech Cement Ltd.3.46
Blue Star Ltd.3.14

Top Sectoral Holdings

Sector Name% Assets
Construction30.65
Financial19.48
Engineering13.04
Energy10.38
Cons Durable10.14
Services7.82
Automobile2.81
Communication2.18
Chemicals1.46
Metals0.71

Indicators

LabelValue
Portfolio turnover ratio16
Standard Deviation19.24%
Beta0.95%

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.
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