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UTI - Energy Fund Rating (source: Value Research)

NAV as on 16/05/2012 for

Rs. 9.520-0.07 (0.74%)
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:

  • Petro sector covering industries such as oil and gas drilling and exploration, refining of crude oil, distribution of oil, gas petro products, pipelines and manufacturing of downstream oil products.
  • All types of Power generation companies. Companies which are into production of Ethanol.
  • Business related to storage of energy and companies involved in business of delivering energy in different forms.
  • Industrial manufacturing companies which are into manufacturing of equipment related to energy development ( like petro and power ) and related areas, pipes/cables and lying them. It will also include manufacturing of bulbs and related system.
  • Consultancy & Finance: Companies involved in consulting and financing these businesses.
Investment Information
Fund type
Open ended
Date of Inception
12/11/2007
Investment Plan
Income Retail
Fund size (Rs.Cr)
333.69 (as of 30th Apr 2012 )
Number of investors
147611 (as of 30th Apr 2012 )
Min. Investment
5000
Last Dividend
8
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.

Fund Manager's View
Who Should Invest
  1. Suitable for a regular equity investor who has a higher risk appetite. Such a fund can be used to complement their core portfolio holdings. Suggested investment horizon is 2- 3 years
Performance (as of 31st Mar 2012)

Absolute Returns

Period Returns (%)
2009-2010 70.40
2010-2011 -3.33
2011-2012 -12.76
Since Inception -8.64
View detailed performance
Portfolio (as of 17th May 2012)

Sectoral Breakdown
(% as compared to Benchmark)

Market Capitalisation (%)

Large Mid Small
73.00 18.00 9.00

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
73.00 18.00 9.00
Detailed Portfolio (as of 30th Apr 2012)
Equity % to NAV
NCA 3.58
ICICI BANK LTD 1.06
KEC INTERNATIONAL LTD. 2.13
PETRONET LNG LTD. 2.20
TORRENT POWER LTD. 1.66
NHPC LTD. 1.42
NAVA BHARAT VENTURES LTD. 1.21
THERMAX LTD. 0.97
ALSTOM T&D INDIA LTD. 0.97
INDRAPRASTHA GAS LTD 0.94
AXIS BANK LTD. 0.83
STERLITE INDUSTRIES (INDIA) LTD. 2.20
OTH 4.28
OIL INDIA LTD. 2.13
CROMPTON GREAVES LTD. 0.73
POWER GRID CORPORATION OF INDIA LTD 6.50
RELIANCE INDUSTRIES LTD. 7.68
TATA POWER COMPANY LTD. 1.68
LARSEN & TOUBRO LTD. 7.39
BHARAT HEAVY ELECTRICALS LTD. 2.28
CAIRN INDIA LTD. 5.74
OIL & NATURAL GAS CORPORATION LTD. 5.41
COAL INDIA LTD. 5.12
NTPC LTD. 5.03
JINDAL STEEL & POWER LTD. 4.69
HINDUSTAN PETROLEUM CORPORATION LTD. 2.73
C E S C LTD. 3.28
INDIAN OIL CORPORATION LTD. 3.23
GUJARAT INDS.POWER CO.LTD. 3.05
GAIL (INDIA) LTD. 2.97
GUJARAT GAS COMPANY LTD. 2.74
BHARAT PETROLEUM CORPORATION LTD. 4.17
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
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3
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Disclaimer:
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

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