Navigate Up
  • Chat online
  • Write to us
  • 1800 22 1230
UTI - Opportunities Fund Rating (source: Value Research)

NAV as on 16/05/2012 for

Rs. 12.540-0.19 (1.52%)
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 of the scheme in equity shares and equity-related instruments. The focus of the scheme is to capitalise on opportunities arising in the market by responding to the dynamically changing Indian economy by moving its investments amongst different sectors as prevailing trends change.
Investment Information
Fund type
Open ended
Date of Inception
20/07/2005
Investment Plan
Income Retail
Fund size (Rs.Cr)
2779.11 (as of 30th Apr 2012 )
Number of investors
519104 (as of 30th Apr 2012 )
Min. Investment
5000
Last Dividend
0.9
Bonus
N.A.
Options Available

SIP & SWP & Trigger

Fund Managers
Fund Manager

Mr. Anoop Bhaskar is a B.Com graduate from the Delhi University and a MBA (Finance) from SIBM, Pune.

He has over 16 years of experience in the Finance & Research. Mr. Bhaskar has assumed the role of Head - Equity at UTI AMC since April, 2007.

Know More
Who Should Invest
  1. A diviersified large cap oriented fund with Aggressive-style of funds management is suitable for regular equity investors
Performance (as of 31st Mar 2012)

Absolute Returns

Period Returns (%)
2009-2010 86.79
2010-2011 14.23
2011-2012 4.84
Since Inception 16.98
View detailed performance

Portfolio (as of 17th May 2012)

Sectoral Breakdown
(% as compared to Benchmark)

Market Capitalisation (%)

Large Mid Small
83.00 16.00 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 30th Apr 2012)
Asset Allocation (as of 30th Apr 2012)

Market Capitalisation (%)

Large Mid Small
83.00 16.00 1.00
Detailed Portfolio (as of 30th Apr 2012)
Equity % to NAV
JINDAL STEEL & POWER LTD. 1.73
AXIS BANK LTD. 1.17
LARSEN & TOUBRO LTD. 1.85
BHARTI AIRTEL LTD. 1.82
ACC LTD 1.95
AKZO NOBEL INDIA LTD. 1.43
BHARAT HEAVY ELECTRICALS LTD. 1.99
GAIL (INDIA) LTD. 1.87
KOTAK MAHINDRA BANK LTD. 1.55
EXIDE INDUSTRIES LTD. 1.52
ASHOK LEYLAND LTD. 1.43
NCA 7.63
OTH 6.41
ITC LTD. 6.92
HINDUSTAN UNILEVER LTD. 2.23
ULTRA TECH CEMENT LTD. 1.46
INFOSYS LTD. 4.40
HDFC BANK LTD. 4.91
PETRONET LNG LTD. 2.26
STATE BANK OF INDIA 4.26
CRISIL LTD 4.52
HDFC LTD. 3.97
TATA MOTORS LTD. 3.68
CAIRN INDIA LTD. 3.63
GRASIM INDUSTRIES LTD. 2.53
ICICI BANK LTD 4.74
NESTLE INDIA LTD. 2.52
TATA CONSULTANCY SERVICES LTD. 3.59
HERO MOTOCORP LTD. 2.95
TITAN INDUSTRIES LTD. 2.95
AMBUJA CEMENTS LTD. 2.98
SUN PHARMACEUTICALS INDUSTRIES LTD. 3.15
Fund Manager - Biography
Fund Manager

Mr. Anoop Bhaskar

He has over 16 years of experience in the Finance & Research. Prior to joining UTI AMC, Mr. Bhaskar has worked with Sundaram Asset Management, Chennai as Head-Equity, Templeton Asset Management as Senior Research Analyst, Shriram Financial Services Ltd. as Manager-Investments, Brisk Financial Services and Cross Borders Finance & Project. Mr. Bhaskar has assumed the role of Head- Equity at UTI AMC since April, 2007.

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
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!

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

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