UTI Value Opportunities Fund Direct Plan
The primary objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across market capitalization spectrum. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Suitability
This product is suitable for investors who are seeking
• Long term capital growth
• Investment in equity instruments by capitalizing on opportunities arising in the market dynamicallyModerately High Leve
Fund Info
Scheme Type
Open-ended
Scheme Category
Value
Benchmark Type
S&P BSE 100
Scheme AUM (in Crs.)
₹ 4259.27
Expense Ratio
1.41%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 157586
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Value |
| Benchmark Type | S&P BSE 100 |
| Scheme AUM (in Crs.) | ₹ 4259.27 |
| Expense Ratio | 1.41% |
| Scheme Class | Equity |
| AMC AUM (in Crs.) | ₹ 157586 |
| Min Subscription | ₹ 5000 |
| Min Addition Subscription | ₹ 1000 |
Performance
Comparison
Portfolio
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
HDFC Bank Ltd.
Equity
8.43
Indusind Bank Ltd.
Equity
7.02
Infosys Ltd.
Equity
6.41
Mahindra & Mahindra Financial Services Ltd.
Equity
5.85
Maruti Suzuki India Ltd.
Equity
5.45
ICICI Bank Ltd.
Equity
4.51
Tata Consultancy Services Ltd.
Equity
4.40
Tech Mahindra Ltd.
Equity
3.08
GAIL (India) Ltd.
Equity
2.90
Container Corpn. Of India Ltd.
Equity
2.64
Sector Allocation(%)
Sector
Percent
Energy
8.70
Services
7.51
Financial
34.08
Technology
16.80
Automobile
13.33
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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Mutual Funds investments are subject to market risks, read all scheme related documents carefully.