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UTI - Leadership Equity Fund Rating (source: Value Research)

NAV as on 16/05/2012 for

Rs. 12.410-0.16 (1.29%)
SMS: LNF to 5676756to get scheme details and NAV
  • Overview
  • Performance
  • Portfolio
  • Fund Manager
  • Scheme Documents
  • Fees
Investment Objective

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

  • This scheme seeks to generate capital appreciation and / or income distribution by investing the funds in stocks that are "Leaders" in their respective industries / sectors / sub-sector.
Investment Information
Fund type
Open End
Date of Inception
30/01/2006
Investment Plan
Income Retail
Fund size (Rs.Cr)
606.98 (as of 30th Apr 2012 )
Number of investors
195407 (as of 30th Apr 2012 )
Min. Investment
5000
Last Dividend
1
Bonus
N.A.
Options Available

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 all equity investors
Performance (as of 31st Mar 2012)

Absolute Returns

Period Returns (%)
2009-2010 71.51
2010-2011 7.66
2011-2012 -8.70
Since Inception 6.06
View detailed performance

Portfolio (as of 17th May 2012)

Sectoral Breakdown
(% as compared to Benchmark)

Market Capitalisation (%)

Large Mid Small
95.00 5.00 0.00

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 30th Apr 2012)
Asset Allocation (as of 30th Apr 2012)

Market Capitalisation (%)

Large Mid Small
95.00 5.00 0.00
Detailed Portfolio (as of 30th Apr 2012)
Equity % to NAV
CIPLA LTD. 1.67
BAJAJ AUTO LTD. 2.68
WIPRO LTD. 2.00
PUNJAB NATIONAL BANK 1.96
ORIENTAL BANK OF COMMERCE 1.90
INDIAN OIL CORPORATION LTD. 1.75
COAL INDIA LTD. 1.74
HCL TECHNOLOGIES LTD. 2.11
TATA STEEL LTD. 1.60
SUN PHARMACEUTICALS INDUSTRIES LTD. 1.49
LUPIN LTD. 1.41
INFRASTRUCTURE DEVT FINANCE CO.LTD 1.39
STERLITE INDUSTRIES (INDIA) LTD. 1.22
CADILA HEALTHCARE LTD. 1.20
NCA 2.33
OTH 4.83
ITC LTD. 7.68
OIL & NATURAL GAS CORPORATION LTD. 2.22
ICICI BANK LTD 6.54
HDFC BANK LTD. 5.81
STATE BANK OF INDIA 5.28
INFOSYS LTD. 5.27
RELIANCE INDUSTRIES LTD. 4.91
HINDUSTAN UNILEVER LTD. 4.82
TATA CONSULTANCY SERVICES LTD. 3.60
BHARAT PETROLEUM CORPORATION LTD. 3.31
ULTRA TECH CEMENT LTD. 3.29
BHARTI AIRTEL LTD. 3.59
AXIS BANK LTD. 3.01
TATA MOTORS LTD.-DVR 2.98
DR. REDDY'S LABORATORIES LTD. 2.47
LARSEN & TOUBRO LTD. 3.94
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
Load Structure
Entry Load Holding Period Exit Load
NIL < 1Year 1%
NIL >= 1Year 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
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