UTI Value Opportunities Fund- Direct Plan - Growth Option

UTI Value Opportunities Fund- Direct Plan - Growth Option of UTI Mutual Fund has asset class type as Large-Cap. Oro Wealth rating for the fund is 2.

Basic Details

Riskometer

Moderately High

Expense Ratio (%)

1.4

Age

NA Years

Fund Manager

Vetri Subramaniam

AuM (Rs Crores)

4409.6617

Asset Class

Large-Cap

Net Asset Value:

60.9336

Rating

2

Exit Load

0.01

Benchmark

S&P BSE 200 TRI

Fund Type

Large Cap

SEBI Category

Value Fund

Turnover Ratio(Monthly)

27.60%

Fund Manager Details:

Vetri Subramaniam B.Com, PGDM He joined UTI AMC Ltd. as Group President & Head-Equity on January 23, 217. In his professional career of 2 years, he has worked as Head - Equity with Kotak Mahindra Asset Management Ltd. And Chief Investment Officer with Motilal Oswal Securities Ltd. Before joining UTI AMC Ltd., he was working with Invesco Asset Management Ltd. as the Chief Investment Officer.

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

Top Holdings:

  • Banks (25.48)
  • IT - Software (15.88)
  • Finance (8.82)
  • Automobile (7.98)
  • Pharmaceuticals (7.4)
  • Gas Distribution (4.86)
  • Tobacco Products (3.87)
  • Miscellaneous (3.34)
  • Power Generation & Distribution (2.37)
  • Refineries (2.2)


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