Feedback
Navigate Up
  • Chat online
  • Write to us
  • 1800 22 1230

UTI - Contra Fund [Merged with UTI - Multi Cap Fund]

Rating (source: Value Research)

NAV as on 22/08/2014 for

Rs. 15.6410.0518 (0.33%)

This product is suitable for investors who are seeking*:

  • Long term capital growth
  • Investment in undervalued equity instruments based on insights from behavioral finance
  • High risk  (Brown)

* Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Note: Risk may be represented as:

  • (BLUE) investors understand that
    their principal will be at low risk
  • (YELLOW) investors understand that
    their principal will be at medium risk
  • (BROWN) investors understand that
    their principal will be at high risk
SMS: LNF to 5676756to get scheme details and NAV
  • Overview

  • Performance

  • Portfolio

  • Fund
    Manager
  • Scheme
    Documents
  • Load
    Structure
  • Management
    Commentary
  • Creation Unit/
    Portfolio
Investment Objective

Investment will be made in stocks of those companies engaged in the following areas:

  • The fund aims to provide long-term capital appreciation/dividend distribution through investments in listed Indian equities nd equity related instruments. The Fund's investment policies are based on insights from behavioral finance. The fund offers an opportunity to benefit from the impact of non-rational investors' behavior by focusing on stocks that are currentlyundervalued because of emotional and behavioral patterns present in the stock market.
Investment Information
Fund type
Open End Equity Orie
Date of Inception
22/03/2006
Investment Plan
Income retail
Fund size (Rs.Cr)
137.15 (as of 31st Jul 2014 )
Number of investors
54978 (as of 31st Jul 2014 )
Min. Investment
5000
Last Dividend
1
Bonus
N.A.
Options Available

Growth option, Dividend option with Payout and Reinvestment

(SIP, SWP & Trigger)

Fund Managers
Fund Manager

Mr. Sanjay Ramdas Dongre

Mr. Sanjay Dongre is a B.E. (Instrumentation) graduate and has a PGDM from IIM Calcutta.

Fund Manager's View
Who Should Invest
  1. A diviersified large cap oriented fund with moderate-style of funds management is suitable for regular equity investors
Portfolio (as of Jul 2014)

Sectoral Breakdown
(% as compared to Benchmark)

Market Capitalisation (%)

Large Mid Small
85.00 9.00 1.00

View complete asset allocation

Scenario 1:
Mr.Singh has invested Rs.1,00,000 in this fund since December 2000. See how his funds have performed over time.

Scenario 2:
Mr.Singh has invested Rs.1,00,000 in this fund since December 2000. See how his funds have performed over time.

Sectoral Breakdown (as of 31st Jul 2014)
Asset Allocation (as of 31st Jul 2014)

Market Capitalisation (%)

Large Mid Small
85.00 9.00 1.00
Detailed Portfolio (as of 31st Jul 2014)
Equity % to NAV
PVR LTD. 1.78
GLENMARK PHARMACEUTICALS LTD 2.40
LARSEN & TOUBRO LTD. 2.33
NCA 3.68
TATA POWER COMPANY LTD. 2.03
ORIENTAL BANK OF COMMERCE 2.23
SIEMENS INDIA LTD. 1.92
JAIPRAKASH ASSOCIATES LTD. 1.70
HINDALCO INDUSTRIES LTD. 1.40
UNION BANK OF INDIA 1.25
NMDC LTD. 1.24
OBEROI REALTY LIMITED 1.14
BHARAT HEAVY ELECTRICALS LTD. 0.82
INDIAN OIL CORPORATION LTD. 2.42
OTH 0.46
STATE BANK OF INDIA 5.16
BHARTI AIRTEL LTD. 2.72
DR. REDDY'S LABORATORIES LTD. 1.93
RELIANCE INDUSTRIES LTD. 6.60
ICICI BANK LTD 6.44
INFOSYS LTD. 6.14
ITC LTD. 5.71
WIPRO LTD. 4.16
SESA STERLITE LTD. 3.81
TATA MOTORS LTD. 3.78
MARUTI SUZUKI INDIA LTD. 3.68
TATA STEEL LTD. 3.63
HINDUSTAN UNILEVER LTD. 3.50
PUNJAB NATIONAL BANK 3.49
ZEE ENTERTAINMENT ENTERPRISES LTD. 3.39
VARDHMAN TEXTILES LTD. 3.06
AXIS BANK LTD. 6.00
Fund Manager - Biography
Fund Manager

Mr. Sanjay Ramdas Dongre

Mr. Sanjay Dongre is a B.E. (Instrumentation) graduate and has a PGDM from IIM Calcutta. He has been with UTI AMC since 1994. He started as a Debt Analyst acting as a support service for fund management activity. He also worked as an Equity Research Analyst covering a wide range of corporates and industries. Subsequently he worked as Equity Dealer, which involved handling all the activities relating to secondary equity market operations. Prior to joining UTI, he has worked with Reliance Petrochemicals Ltd. as an officer in-charge of the Instrumentation Department. He is presently working as a Senior Fund Manager.

Download Fund Documents
Minimum Investment Amount Rs. 5000/-
Period of Holding < 1 Year >= 1 Year
Entry Load Nil Nil
Exit Load(as % of NAV) 1% Nil
Our 3 step
online application process
1
Register at invest@uti to buy funds online.
2
Fill up the online application form and make payments online.
3
Print and sign the form and send it with required documents at our nearest office or our executive will come and collect them
Already have this Fund?

Things you should know to make the best investment decision

Register with us
and recieve benefits:

  • Get tips on investment
  • Bust your myths
  • Get NAV alerts
  • Recieve emails on market outlook
....and much more!

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

DESIGNED BY : Indigo Consulting
DEVELOPED BY :   Prosares Solution Pvt Ltd