UTI Mastershare (Equity, Large Cap)

Moderately High
32 yrs 5 monthsStarted on:18 Oct 1986
₹ 5576.82 Cras on: 15 Feb 2019
Long Term Horizon
2.33%
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 large cap companies.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
2 YR9.14
3 YR12.94

SIP Returns

TenureReturns (CAGR)
2 YR1.48
3 YR6.1
5 YR7.62
10 YR10.83

Portfolio

Company Name% Assets
HDFC Bank Ltd.9.24
Infosys Ltd.7.85
ICICI Bank Ltd.7.59
Tata Consultancy Services Ltd.5.74
ITC Ltd.4.16
Larsen & Toubro Ltd.3.58
Tech Mahindra Ltd.3.25
Axis Bank Ltd.3.16
Kotak Mahindra Bank Ltd.2.67
Reliance Industries Ltd.2.67

Top Sectoral Holdings

Sector Name% Assets
Financial32.27
Technology16.84
Automobile8.17
Services7.01
Energy6.61
Healthcare5.7
Construction5.2
FMCG4.81
Chemicals3.31
Engineering3.09

Indicators

LabelValue
Portfolio turnover ratio13
Standard Deviation13.47%
Beta0.94%
Sharpe Ratio0.43

Swati Anil Kulkarni

Mrs. Kulkarni is a B.Com (H), MBA (Finance). from Narsee Monjee Institute of Management Studies, Mumbai, CFA and a CAIIB.
Prior to joining UTI Mutual Fund in 2004 she has worked with Reliance Industries Ltd.

Other Funds Managed by Swati Anil Kulkarni

  • Nav as on 15 Feb 19 188.13
    Returns since inception (CAGR) 16.79%
    Value Research NA