UTI - Equity Fund-Growth Option - Direct

UTI - Equity Fund-Growth Option - Direct of UTI Mutual Fund has asset class type as Multi-Cap. Oro Wealth rating for the fund is 3.

Basic Details

Riskometer

Moderately High

Expense Ratio (%)

1.68

Age

NA Years

Fund Manager

Ajay Tyagi

AuM (Rs Crores)

8129.0366

Asset Class

Multi-Cap

Net Asset Value:

139.046

Rating

3

Exit Load

0.01

Benchmark

S&P BSE 100 TRI

Fund Type

Multi Cap

SEBI Category

Multi Cap Fund

Turnover Ratio(Monthly)

32.35%

Fund Manager Details:

Ajay Tyagi CFA,Master in Finance Tyagi has done CFA Charter holder from The CFA Institute USA and Master in Finance from Delhi University. He has been working in equity research in UTI since 2. He has also worked as Assistant Fund Manager in the Offshore Fund division.

Objective:

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 the market capitalization spectrum. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

Top Holdings:

  • Banks (18.76)
  • Finance (12.7)
  • IT - Software (12.51)
  • Pharmaceuticals (11.42)
  • Auto Ancillaries (6.58)
  • Miscellaneous (4.51)
  • FMCG (3.89)
  • Automobile (3.67)
  • Cement (2.75)
  • Capital Goods - Electrical Equipment (2.58)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition