UTI Mastershare (Equity, Large Cap)

Moderately High
32 yrs 3 monthsStarted on:18 Oct 1986
₹ 5484.6 Cras on: 17 Dec 2018
Long Term Horizon
2.32%
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)
1 Month1.73
1 YR2.82
2 YR13.97
3 YR10.59

SIP Returns

TenureReturns (CAGR)
2 YR5.99
3 YR8.99
5 YR9.6
10 YR11.84

Portfolio

Company Name% Assets
HDFC Bank Ltd.9.37
ICICI Bank Ltd.7.52
Infosys Ltd.6.94
Tata Consultancy Services Ltd.5.7
ITC Ltd.4.19
Larsen & Toubro Ltd.3.53
Tech Mahindra Ltd.3.19
Indusind Bank Ltd.3.08
Maruti Suzuki India Ltd.3.04
Kotak Mahindra Bank Ltd.2.94

Top Sectoral Holdings

Sector Name% Assets
Financial32.62
Technology15.83
Automobile8.6
Services6.96
Healthcare6.16
Construction5.68
Energy5.25
FMCG5.02
Chemicals3.27
Engineering3.14

Indicators

LabelValue
Portfolio turnover ratio13
Standard Deviation13.91%
Beta0.94%
Sharpe Ratio0.3

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 17 Dec 18 199.85
    Returns since inception (CAGR) 17.28%
    Value Research NA
    Crisil Ranking 3
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