HomeMutual FundsUTI Value Opportunities Fund-Growth Option-Direct

Overview (as on 24 Feb 2021)

NAV

₹88.7684

1y returns

28.206%

Fund AUM

₹5,156 Cr

Expense Ratio

1.31%

Min SIP

₹500

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

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For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
UTI Value Opportunities Fund-Growth Option-Direct
₹0
-Infinity% projected returns
HDFC Capital Builder Value Fund -Direct Plan - Growth Option
₹0
-Infinity% projected returns
ICICI Prudential Value Discovery Fund Direct Plan Growth
₹0
-Infinity% projected returns
L&T India Value Fund Direct Plan Growth Option
₹0
-Infinity% projected returns
Tata Equity P/E Fund Direct Plan Growth
₹0
-Infinity% projected returns
Aditya Birla Sun Life Pure Value Fund Direct Plan Growth
₹0
-Infinity% projected returns

Asset Allocation

Equity (99.30%)
Debt & Cash (0.70%)
Sector Allocation
Financial Services
30.82%
Consumer
14.33%
Tech
12.39%
Health
10.92%
Industrials
7.63%
Basic Materials
5.68%
Utilities
4.91%
Defensive
4.70%
Communication
4.46%
Energy
2.13%
Real Estate
2.04%
Size Breakup
Large Cap
68.27%
Mid Cap
28.30%
Small Cap
3.42%

Key Metrics

Beta 

0.96

Std deviation 

19.16%

Sharpe Ratio 

0.46

Holdings

All
Equity
Debt & Cash

Fund Details

Investment Objectives
"The primary objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across market capitalization spectrum. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved."
Scheme Name
UTI Value Opportunities Fund-Growth Option-Direct
Scheme Document
Click Here
Exit Load

For 0 - 1 Years: 1%

After 1 Years : 0%

Plan Started
01 January, 2013
Fund Manager
Vetri Subramaniam
Fund House Details
Fund House
UTI Asset Management Co Ltd
Email
NA
Phone
+912266786503;66786578
Address
PMS Division, UTI - Tower, “Gn” Block, Bandra Kurla Complex, Mumbai- 400051

Other Related Plans

Fund NamePlan TypeExpense Ratio1yr Returns
UTI Value Opportunities Fund-Dividend Reinvestment Option-Direct
Direct1.31%28.21%
UTI Value Opportunities Fund-Dividend Payout Option-Direct
Direct1.31%28.21%
UTI Value Opportunities Fund Regular Plan Dividend Reinvestment
Regular1.92%27.36%
UTI Value Opportunities Fund Regular Plan Dividend Payout
Regular1.92%27.36%

Peer Funds

ICICI Prudential Value Discovery Fund Direct Plan Growth  

EquityValueDirectModerately High risk

1 yr returns

39.88%

AUM

₹17,060 Cr

Expense Ratio

1.4%

L&T India Value Fund Direct Plan Growth Option  

EquityValueDirectModerately High risk

1 yr returns

26.47%

AUM

₹6,313 Cr

Expense Ratio

0.97%

Tata Equity P/E Fund Direct Plan Growth  

EquityValueDirectModerately High risk

1 yr returns

24.59%

AUM

₹4,372 Cr

Expense Ratio

0.8%

HDFC Capital Builder Value Fund -Direct Plan - Growth Option  

EquityValueDirectModerately High risk

1 yr returns

28.08%

AUM

₹4,204 Cr

Expense Ratio

1.17%

Aditya Birla Sun Life Pure Value Fund Direct Plan Growth  

EquityValueDirectModerately High risk

1 yr returns

31.36%

AUM

₹3,874 Cr

Expense Ratio

1.03%

UTI Value Opportunities Fund-Growth Option-Direct

NAV

₹88.7684

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
    success

    Fund is in Top 20 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

Vetri Subramaniam
Vetri Subramaniam

leader

Qualifications
B. Com., PGDM
Work Experience
"Dec 16, 2008 - till date Religare Asset Management Company Ltd. June 9, 2008 - Dec 15, 2008 Head - Equity - Religare AEGON Asset Management Company Pvt. Ltd. Nov 2007 - May 2008 CIO - Motilal Oswal Securities Ltd. Aug 2003 - Oct. 2007 Partner - Capris Investment Management Sept 2001 - Aug 2003 Head - Equity Funds - Kotak Mahindra Asset Management Company Ltd. Apr 1999 - Aug 2001 Chief Investment Advisor - SSKI Investor Services Ltd (Sharekhan.com)"
Amit Premchandani
Amit Premchandani

manager

Work Experience
"null"
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