Mutual Fund- 

UTI Value Opportunities Fund

By Rajendra

Oct  11, 2022

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Scheme Analysis

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UTI Value Opportunities Fund

Category 

Value Fund

Inception

July 20, 2005

Benchmark

NIFTY 500

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AUM  - 6,789 Cr

Fund Manager

Amit Premchandani

Fund looks to take aggressive sector positions, based on valuation considerations & on medium term growth prospects

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Top 5 Holding

HDFC Bank

ICICI Bank

Infosys

Axis Bank

Bharti Airtel

8.90

7.62

6.56

4.32

4.30

Total :-  31.70

Fund also looks for opportunities in stocks where we believe cash flows or return ratios are likely to improve

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Financial Services

IT

Automobiles

Top 5 Sector

32.57

9.11

8.62

8.35

5.54

FMCG

Healthcare

Fund has flexibility to position itself more actively across the market cap spectrum

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Scheme Performance

Exit Load

upto 1 year- 1%

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As on 30 Aug. 2022

1 Year

3 Year

5 Year

Period

Returns

0.03%

18.61%

12.83%