Mutual Fund- 

UTI Infrastructure Fund

By Rajendra

Oct 11, 2022

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Scheme Analysis

Thick Brush Stroke

UTI Infrastructure Fund

Category 

Sectorial

Inception

Apr 4, 2007

Benchmark

Nifty Infrastructure

Scribbled Arrow

AUM  - 1,469 Cr

Fund Manager

Sachin Trivedi

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

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Top 5 Holding

Bharti Airtel

Larson Toubro

ICICI Bank

NTPC

SBI

9.84

8.57

4.26

6.14

5.66

Total  -34.47

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

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Capital Goods

Financial Services

Construction

Top 5 Sector

18.39

16.14

14.97

10.72

9.03

Services

Telecom

The Fund emphasis on bottom-up strategy for stock selection

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Thick Brush Stroke

Scheme Performance

Exit Load

Upto 1 Year - 1.00%

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As on 30Sep. 2022

1 Year

3 Year

5 Year

Period

Returns

3.28%

15.80%

8.67%

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

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