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Useful articles for your finance management by our team of experts

Mutual Fund Review – UTI Opportunities

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Fund Name: UTI Opportunities (G)

Ranked #1 by CRISIL

Category: Large Cap

Expense Ratio: 2.18%

Risk Level: Low

Benchmark: BSE 100

Objective: To generate capital appreciation and/ or income distribution by investing the funds of the scheme in equity shares and equity related instruments. The focus of the scheme is to capitalize on opportunities arising in the market by responding to the dynamically changing Indian economy by moving its investments among different sectors as prevailing trends change.

Returns (Annualized)

1-Year3-Year5-Year
3.46%5.39%22.34%

Our Review

UTI is a well known brand in the mutual fund industry. UTI opportunities fund has made its debut in the year 2005. The fund has outperformed its benchmark with respect to 3 and 5 year returns. 90% of investments are in equity related instruments.

The fund is recommended for conservative investors, as it invests primarily in blue chip stocks which are considered safe for investment.

Invest now

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