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Yogi Zone

Useful articles for your finance management by our team of experts

Mutual Fund Review – UTI Leadership Equity

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Name of the Fund: UTI Leadership Equity (G)

Ranked #3 by CRISIL

Category: Large Cap Equity

Expense Ratio: 2.39%

Risk Level: Medium

Benchmark: CNX Nifty

Objective:  The scheme seeks to generate capital appreciation and / or income distribution by investing the funds of the scheme in stocks that are ‘Leader’ in their respective industries/sectors/sub-sector.

Returns (Annualized)

1-Year3-Year5-Year
17.99%6.26%14.91%

Our Review

UTI leadership equity fund has made its inception in the year 2006. Since launch, it has delivered a returns of 8.1% annualized. It has also consistently matched its benchmark as well as category average.

Top holdings of the fund include ICICI bank, ITC, HDFC bank, TCS and Reliance industries. The five year returns of the fund show that it has been able to tide through ups and downs of the market pretty well.

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