Saturday, December 5, 2015

UTI Opportunities Fund Review

 

UTI Opportunities Fund - Invest Online

UTI Opportunities Fund which have corpus of Rs.5330 cr is growth style of investing mutual fund. UTI Opportunities Fund which was lunched in 2005 is giving average of 15.78% return since launch date. Total assets of UTI Opportunities Fund is Rs.5108 cr  is having NAV of Rs.45.6376 (Large Cap).

UTI Opportunities Fund Review

UTI Opportunities Fund ReviewUTI Opportunities Fund's Fund manager is Anoop Bhaskar who is having good experience in this as he is in leading this fund since 2011. UTI Opportunities Fund's expense ration is 2.18% and category average expense ration is 1.68%. Also, this mutual fund has given Rs.17.21 per unit price of dividend in last release.

Top 5 sectors invested in;

  1. Financial – 26.19%
  2. Automobiles-16.69%
  3. Technology-13.66%
  4. Construction – 29.92%
  5. Healthcare -6.68%
  6. Others – 6.86%

Top 5 Holdings

  1. HDFC – 7.43%
  2. Infosys -7.31%
  3. Axis Bank-4.57%
  4. Reliance Industries – 3.93%
  5. Maruti Suzuki :-3.85%
  6. Others – 71.23%

How Rs.10000 invested in UTI Opportunities Fund is growing?

Below graph is showing the growth of UTI MF how it is growing in recent years;

performance of UTI opp fund

If you have invested Rs.36000 in UTI fund it is returning Rs.45000. In one year, Growth of Rs.10000 is 9448, in 3 years 14 576, in 5 years 16 583 and in 10 years it will be 38 415.

Risk Measure of UTI Opportunities Fund

In last 3 year's Mean return is 17.39% and standard deviation return is 14.22%. It is listed in low risk mutual fund.

Peer Comparison

peer comparision UTI opp fundUTI Opportunities Fund follows the growth style of investing and has a concentrated portfolio. Holdings in Maruti Suzuki, MRF, Crisil and Axis Bank helped in 2014. you can invest in this mutual fund if you are just investing in bank fixed deposit.

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4. ICICI Prudential Long Term Equity Fund

5. Religare Tax Plan

6. Franklin India TaxShield

7. DSP BlackRock Tax Saver Fund

8. Birla Sun Life Tax Relief 96

9. Reliance Tax Saver (ELSS) Fund

10. HDFC TaxSaver

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