Mutual Fund- 

UTI Infrastructure Fund

By Rajendra

Mar 23, 2023

image source -Unsplash

Scheme Analysis

Category 

Sectorial

Inception

Apr 4, 2007

Benchmark

Nifty Infrastructure

Scribbled Arrow

AUM  - 1,445 Cr

Fund Manager

Sachin Trivedi

Thick Brush Stroke

UTI Infrastructure Fund

Fund would invest in stocks of companies engaged either directly or indirectly in the Infrastructure areas

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Top 5 Holding

Larson Toubro 

Bharti Airtel

NTPC

UltraTech Cement

Reliance

9.94

9.27

5.97

5.93

4.82

Total  -  35.93

Infrastructure sector is a key driver for the economy, playing  important role in India’s development

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Construction

Capital Goods

Oil Gas

Top 5 Sector

16.00

15.00

14.00

9.00

9.00

Const. Material

Telecom

The Fund emphasis on bottom-up strategy for stock selection

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Thick Brush Stroke

SIP Performance

Exit Load

upto 12 month - 1%

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As on 28 Feb. 2023

1 Year

3 Year

5 Year

Period

Value

12,457

47,229

84,835

Returns

7.21%

18.51%

13.85%

Monthly SIP of 1,000

Investors willing to have a tactical allocation to their overall equity portfolio

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Thick Brush Stroke

Scheme Performance

Exit Load

Upto 1 Year - 1.00%

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As on  28 Feb. 2023

1 Year

3 Year

5 Year

Period

Returns

9.12%

16.29%

7.55%