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UTI Equity Tax Savings Plan

Rating (source: Value Research)

NAV as on 17/04/2015 for

Rs. 21.274-0.3392 (1.59%)

This product is suitable for investors who are seeking*:

  • Long term capital growth
  • Investment in equity instruments of companies that are believed to have growth potential
  • 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
Investment Objective

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

  • The funds collected under the scheme shall be invested in equities, fully convertible debentures/ bonds and warrants of companies. Investment may also be made in issues of partly convertible debentures/bonds including those issued on rights basis subject to the condition that, as far as possible, the non-convertible portion of the debentures/bonds so acquiredor subscribed shall be disinvested within a period of twelve months from their acquisition.
Investment Information
Fund type
Open ended Equity fu
Date of Inception
15/12/1999
Investment Plan
Dividend Option
Fund size (Rs.Cr)
617.32 (as of 31st Mar 2015 )
Number of investors
136482 (as of 31st Mar 2015 )
Min. Investment
500
Last Dividend
2.2
Bonus
N.A.
Options Available

Growth option, Dividend option with Payout and Reinvestment

(SIP)

Fund Managers
Fund Manager

Mr. Lalit Nambiar

Lalit Nambiar is a Commerce Graduate and has done his Masters of Management Studies (MMS) and Chartered Financial Analyst (CFA).

Know More
Who Should Invest
  1. A diviersified large cap oriented fund with moderate-style of funds management is suitable for all equity investors
Portfolio (as of Mar 2015)

Sectoral Breakdown
(% as compared to Benchmark)

Market Capitalisation (%)

Large Mid Small
72.00 21.00 7.00

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 Mar 2015)
Asset Allocation (as of 31st Mar 2015)

Market Capitalisation (%)

Large Mid Small
72.00 21.00 7.00
Detailed Portfolio (as of 31st Mar 2015)
Equity % to NAV
CONTAINER CORPORATION OF INDIA LTD 1.39
SUN PHARMACEUTICALS INDUSTRIES LTD. 3.20
TECH MAHINDRA LTD 1.70
ITD CEMENTATION INDIA LTD. 1.67
NCC LTD. 1.62
LUPIN LTD. 1.41
BHARAT PETROLEUM CORPORATION LTD. 1.82
ULTRATECH CEMENT LTD. 1.75
ADITYA BIRLA NUVO LTD. 1.37
SHREE CEMENT LTD. 1.37
BHARTI AIRTEL LTD. 1.34
SESA STERLITE LTD. 1.28
ARVIND LTD. 1.21
GREAT EASTERN SHIPPING CO. LTD. 1.16
NCA 6.22
OTH 19.13
TATA CONSULTANCY SERVICES LTD. 4.23
HDFC BANK LTD. 6.08
LARSEN & TOUBRO LTD. 4.21
HDFC LTD. 4.21
INFOSYS LTD. 3.97
RELIANCE INDUSTRIES LTD. 3.89
AXIS BANK LTD. 3.80
WIPRO LTD. 2.82
STATE BANK OF INDIA 2.74
ITC LTD. 2.69
BHARAT ELECTRONICS LTD. 2.43
ASIAN PAINTS LTD. 2.29
BLUE DART EXPRESS LTD. 2.03
MARUTI SUZUKI INDIA LTD. 1.99
ICICI BANK LTD 3.10
K.S.B.PUMPS LTD. 1.88
Fund Manager - Biography
Fund Manager

Mr. Lalit Nambiar

Lalit Nambiar is a Commerce Graduate and has done his Masters of Management Studies (MMS) and Chartered Financial Analyst (CFA). He has been associated with UTI AMC Ltd. since December 2006. He is presently functioning as a Co-Fund Manager & Head of Research. He has an overall industry experience of 15 years having worked with good corporates like IIT Investrust Ltd., UTI Securities Exchange Ltd. and SBI Capital Markets Ltd.

Minimum Investment Amount Rs. 500/-
Period of Holding Nil Nil
Entry Load Nil Nil
Exit Load(as % of NAV) Nil 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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