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Yogi Zone

Useful articles for your finance management by our team of experts

Mutual Fund Review – UTI Equity

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Fund Name: UTI Equity(G)

Ranked #2 by CRISIL

Category: Large cap

Expense Ratio: 2.08%

Risk Level: Average

Benchmark: S&P BSE 100

Objective:

To secure the unit holders’ capital appreciation by investing the funds of the scheme in equity shares and convertible and non-convertible bonds/ debentures of companies with good growth prospects and money market instruments.

Returns (Annualized)

1-Year3-Year5-Year
5.26%8.2%20.25%

Our Review

UTI Equity (G) fund has made its inception in the year 2005. Since inception, it has produced annualized returns of 24.54%. It has managed to beat the benchmark index as well as category average consistently in the 1, 3, 5 and 10 year returns.

Top 5 holdings of the fund include TCS, Infosys, ITC, Reliance Industries and HDFC Bank. The fund invests about 80% of assets into large caps, 15% in mid caps and the rest in small caps.

Investment strategy for this fund has been excellent. It has managed to diversify across 70 stocks and no single stock gets higher than 3% allocation. It has managed to withstand the crisis in the past few years and delivered returns on a consistent basis.

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