Overview (as on 02 Aug 2021)

NAV

₹76.8878

1y returns

70.649%

Fund AUM

₹1,431 Cr

Expense Ratio

2.06%

Min SIP

₹500

Min Lumpsum

₹5,000

Fund Performance

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Monthly SIP
Lumpsum

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For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
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-Infinity% projected returns
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-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Industrials
43.59%
Financial Services
18.65%
Utilities
13.53%
Basic Materials
9.79%
Communication
7.37%
Consumer
3.50%
Energy
1.81%
Real Estate
1.77%
Size Breakup
Large Cap
64.51%
Mid Cap
26.82%
Small Cap
8.66%

Key Metrics

Beta 

1.05

Std deviation 

23.29%

Sharpe Ratio 

0.34

Holdings

Fund Details

Investment Objectives
The investment objective of the Scheme is 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. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Scheme Name
UTI Infrastructure Fund-Growth Option- Direct
Scheme Document
Exit Load

For 0 - 30 Days: 1%

After 30 Days : 0%

Plan Started
01 January, 2013
Fund Manager
Sanjay Dongre
Fund House Details
Fund House
UTI Asset Management Co Ltd
Email
service@uti.co.in
Phone
+912266786503;66786578
Address
PMS Division, UTI - Tower, “Gn” Block, Bandra Kurla Complex, Mumbai- 400051

Other Related Plans

Peer Funds

UTI Infrastructure Fund-Growth Option- Direct

NAV

₹76.8878

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Manager

Sanjay Dongre
Sanjay Dongre

leader

Qualifications
BE, PGDM
Work Experience
"Experience in Investments and Investment Monitoring from Aug. 1994 till Apr.98 (4 years), 1 year in Equity Research, 1 year in Dealing. Since July 2000, he has been in Funds Management as a Fund Manager for Equity Schemes"

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