UTI Value Opportunities Fund- Regular Plan - Growth Option

Value NAV 106.6413 0 09 June, 2023

Fund Details

Category Value
Fund Type Open Ended
Investment Plan Growth
Launch Date 20 July, 2005
Benchmark S&P BSE 200 TRI
Asset Size(Cr) 6652.02 (As on 31-03-2023)
Turn over 28%
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Expense Ratio 1.91% (As on 28-02-2023)
Fund Manager Amit Kumar Premchandani

Investment Returns (As on 09 Jun, 2023)

Duration Returns Benchmark Category
1 W 1.61% 1.58% 1.82%
1 M 2.63% 4.02% 3.91%
3 M -1.04% 1.44% 2.06%
6 M -2.45% 0.35% 1.46%
1 Y 6.01% 7.25% 8.84%
2 Y 10.86% 12.49% 13.84%
3 Y 24.03% 23.79% 27.59%
5 Y 11.2% 12.46% 9.63%

Risk Mesasures (As on 09 Jun, 2023)

Std Dev Sharpe Beta Alpha
Fund 14.03 1.32 1.64 0.89
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 28 Feb, 2022)

Assets Allocation

Sector Holdings
Others 1.38%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
UTI Value Opportunities Fund- Regular Plan - Growth Option 6.01% 24.03% 11.2%
ICICI Prudential Value Discovery Fund - Growth 11.76% 32.07% 14.25%
Aditya Birla Sun Life Pure Value Fund - Growth Option 6.57% 27.58% 3.92%
Tata Equity PE Fund Regular Plan -(Growth Option) 11.7% 23.9% 8.69%

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UTI Opportunities Fund: Offering Income Stability

UTI Opportunities Fund growth is a large cap funds equity mutual fund which aims to provide wealth building opportunities to the investors. It is a product from one of the leading mutual fund houses UTI Mutual Fund and is designed after doing immense research and market analysis. UTI Opportunities Fund nav amounted to Rs.47.3961 as on December 07, 2016, which depicts uti opportunities fund per unit market value. Being a regular growth plan, UTI opportunities fund g online investment offers the best opportunity of generating greater income and stability to the investors by appreciating their capital worth. Here we have provided an overview of uti opportunities mutual fund scheme to help you understand whether or not it suits your requirements.

UTI Opportunities Fund G: Investment Details

Uti opportunities fund growth scheme seeks to generate an appreciation of capital and income stability by investing the funds in equity and equity-related instruments. The main focus of the fund managers is to grab the best opportunities arising in the market by considering the dynamic changes in the Indian economy. UTI growth opportunities fund modifies the portfolio distribution as per the changes in trends and invests in those sectors that have a potential to generate maximum returns over time.

Being an open-ended scheme, UTI Opportunities fund growth scheme online aims to provide flexibility and further by offering SIP option for investing it provides feasibility to the investors to invest in a systematic manner. One can initiate SIP in this scheme with Rs.500 only, while for lump sum investment the minimum amount is Rs.5,000. The performance of uti opportunities fund growth scheme online is measured against S&P BSE 100 and hence it becomes easier to evaluate the track of the scheme before considering it for investment. There is no extra cost associated with uti opportunities growth plan. While in case if one redeems the funds within one year, 1% exit load is charged as the scheme is designed with a long-term perspective.

UTI Opportunities Growth Plan: Performance Review

UTI opportunities fund g investment programme falls under the top-performing schemes in India due to its overall performance and track records since its inception. The absolute annual returns by this strategy have reached up to 41.4 percent in the year 2014 which proves its proficiency of providing great benefits. Moreover, the annualised returns for three- and five-year investment are 11.4 percent each.

You can evaluate and make uti opportunities mutual fund scheme online investment by using the SIP planner which would help you to compute the exact value of your invested capital after a certain period of time. UTI Opportunities Plan has been ranked fifth under the Large-Cap category as per the quarterly rating assigned by CRISIL in June 2016, which shows that uti opportunities fund holds a stable position in the industry. As per the past records, we would recommend you to invest in uti opportunities fund growth scheme so as to assure greater profits for your financial growth.

UTI Opportunities Fund Growth: Portfolio Analysis

The AUM(Asset Under Management) of this scheme amounts to Rs.4,740 crore as on October 31, 2016, from which 98.97 percent funds are invested in the equity and equity-related instruments while the remaining have been put in the debt securities. The average market capitalisation which amounts to Rs.80,506.97 crore shows that it holds a remarkable position in the market. The portfolio of UTI opportunities fund growth scheme has been built by keeping the major perspectives in mind and thus it has invested money in the most diversified manner.

The sector allocation graph of UTI Opportunities Fund growth shows that majority of the funds have been invested in the financial, automobile, technology, construction, energy, healthcare and FMCG industries. These sectors are among the most profitable and top-growing ones in the country and ensure high-yielding profits for the investors. The top holdings of uti growth opportunities fund programme include the following major entities:

  1. HDFC Bank
  2. Infosys
  3. IndusInd Bank
  4. Hero Motocorp
  5. Shree Cement
  6. Reliance Industries
  7. Maruti Suzuki India

Hence, you can easily evaluate that uti opportunities fund growth scheme performance can yield the expected returns and help in accomplishing the desired goals.

Our team of fund analysts recommend the UTI Opportunities mutual fund plan to the investors who seek capital appreciation in the long-term period and can bear the considerable risk. We strongly believe that uti opportunities mutual fund online investment programme would yield definite returns to the investors and help one in growing a huge corpus over a period of time.

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