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

UTI Equity Tax Savings Plan

Rating (source: Value Research)

NAV as on 23/01/2015 for

Rs. 21.4040.1082 (0.51%)

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)
557.25 (as of 31st Dec 2014 )
Number of investors
129348 (as of 31st Dec 2014 )
Min. Investment
500
Last Dividend
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 Dec 2014)

Sectoral Breakdown
(% as compared to Benchmark)

Market Capitalisation (%)

Large Mid Small
75.00 21.00 4.00

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 Dec 2014)
Asset Allocation (as of 31st Dec 2014)

Market Capitalisation (%)

Large Mid Small
75.00 21.00 4.00
Detailed Portfolio (as of 31st Dec 2014)
Equity % to NAV
SHREE CEMENT LTD. 1.50
HDFC BANK LTD. 7.41
ULTRATECH CEMENT LTD. 1.85
SESA STERLITE LTD. 1.64
BHARAT PETROLEUM CORPORATION LTD. 1.64
BHARTI AIRTEL LTD. 1.57
SRF LTD. 1.55
CRISIL LTD 1.89
COROMANDEL INTERNATIONAL LTD. 1.42
CONTAINER CORPORATION OF INDIA LTD 1.34
GREAT EASTERN SHIPPING CO. LTD. 1.30
NCC LTD. 1.21
LUPIN LTD. 1.14
BLUE DART EXPRESS LTD. 2.00
NCA 5.64
OTH 10.68
INFOSYS LTD. 5.83
ICICI BANK LTD 4.86
TATA CONSULTANCY SERVICES LTD. 4.80
RELIANCE INDUSTRIES LTD. 4.75
AXIS BANK LTD. 4.23
BOSCH LTD. 3.77
LARSEN & TOUBRO LTD. 3.57
BHARAT ELECTRONICS LTD. 3.45
SUN PHARMACEUTICALS INDUSTRIES LTD. 2.93
WIPRO LTD. 2.82
STATE BANK OF INDIA 2.81
ASIAN PAINTS LTD. 2.41
MARUTI SUZUKI INDIA LTD. 2.38
TECH MAHINDRA LTD 2.14
ITC LTD. 3.44
SANOFI INDIA LTD. 2.03
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
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