UTI Value Opportunities Reg-IDCW

Fund Category: Value

Fund Category Value

Very High Equity IDCW

3 Morning Star

4 Value Research

NAV( 30 Jan 2023)

₹ 29.69
7.11%

UTI Value Opportunities Reg-IDCW

Invest now
Performance

21.13%3y Returns

-1.19% 1D Returns

Investment details
  • Min SIP amount

    ₹ 500
  • Min Lumpsum

    ₹ 5000
  • Lock In

    0
  • Expense ratio

    1.91%
  • Exit load

    0.0% For more than 10% of investments 1% will be charged if redeemed within 1 year
    L After 365 days
Fund details
View Fund Documents
  • Fund size

    ₹ 7,018 Cr
  • Plan

    REGULAR
  • Launch date

    20 Jul 2005
  • Fund type

    OPEN
  • Fund benchmark

    NIFTY 500 Total Return Index
  • ISIN

    INF789F01AE0
Fund allocation
Asset allocation

Company holdings
Company Allocation %
Sectors
Company Allocation %
Automobile 8.92%
Construction 6.26%
Consumer Staples 4.23%
Financial 29.78%
Capital Goods 1.88%
Consumer Discretionary 2.03%
Chemicals 2.25%
Services 6.28%
Energy 5.31%
Technology 12.58%
Insurance 2.00%
Metals & Mining 2.38%
Healthcare 9.54%
Communication 4.22%
Risk Associated
Very High
  • Investors be aware that principal under this fund will be at Very High risk.
  • Wealth will be Multiplied In Short time!

Contact Information

Address:

About

UTI AMC is the seventh largest asset management company in India in terms of AUM. With more than 1.1 crore folios, their client base accounts for 12.8% of the approximately 86 million folios that are managed by the Indian mutual fund industry. It has completed 50 years as India?s leading Financial service institution and was a sole vehicle of capital market investment for Indian citizens till the early 90?s. With 150 branches, 47,000 highly trained IFAs, 320 Chief Agents and Business Development Associates and over 1 crore investor accounts, UTI AMC is one of the leading financial institutions with a pan Indian presence. They are committed to continuing their legacy of delivering best in class services with a focus on social responsibility and nation-building.

  • Funds Offered

    4
  • AUM

    ₹ 12,266 Cr
  • Highest Return

    15.32%
About

Amit Kumar Premchandani Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

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