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UTI - Leadership Equity Fund

Rating (source: Value Research)

NAV as on 20/04/2015 for

Rs. 20.950-0.3337 (1.59%)

This product is suitable for investors who are seeking*:

  • Long term capital growth
  • Investment in equity instruments of companies that are “Leaders” in their respective industries/sectors / sub-sectors.
  • 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 investment objective of the scheme is to achieve long-term capital appreciation and/or dividend distribution by investing in stocks that are "Leaders" in their respective industries/sectors/sub-sectors
Investment Information
Fund type
Open End
Date of Inception
30/01/2006
Investment Plan
Income Retail
Fund size (Rs.Cr)
1697.17 (as of 31st Mar 2015 )
Number of investors
428401 (as of 31st Mar 2015 )
Min. Investment
5000
Last Dividend
2.25
Bonus
N.A.
Options Available

Growth option, Dividend option with Payout and Reinvestment

(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
Portfolio (as of Mar 2015)

Sectoral Breakdown
(% as compared to Benchmark)

Market Capitalisation (%)

Large Mid Small
79.00 18.00 3.00

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
79.00 18.00 3.00
Detailed Portfolio (as of 31st Mar 2015)
Equity % to NAV
PUNJAB NATIONAL BANK 1.36
TATA CHEMICALS LTD. 1.70
DR. REDDY'S LABORATORIES LTD. 1.69
VOLTAS LTD. 1.57
NCC LTD. 1.43
BOSCH LTD. 1.42
HERO MOTOCORP LTD. 1.40
ADITYA BIRLA NUVO LTD. 1.32
ARVIND LTD. 1.13
APOLLO TYRES LTD. 1.09
WHIRLPOOL OF INDIA LTD. 1.02
SHRIRAM TRANSPORT FINANCE CO.LTD. 1.01
OTH 12.35
BHARAT PETROLEUM CORPORATION LTD. 2.39
WIPRO LTD. 1.87
NCA 1.13
ICICI BANK LTD 5.39
AXIS BANK LTD. 6.49
INFOSYS LTD. 5.23
LARSEN & TOUBRO LTD. 4.66
ULTRATECH CEMENT LTD. 4.24
BHARAT FORGE LTD. 4.21
LUPIN LTD. 4.02
TATA CONSULTANCY SERVICES LTD. 3.94
MARUTI SUZUKI INDIA LTD. 3.81
TATA MOTORS LTD. 3.49
SUN PHARMACEUTICALS INDUSTRIES LTD. 2.65
ITC LTD. 2.50
HDFC BANK LTD. 7.38
SHREE CEMENT LTD. 2.23
STATE BANK OF INDIA 3.84
TECH MAHINDRA LTD 2.04
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.

Minimum Investment Amount Rs. 5000/-
Period of Holding < 1 Year >= 1 Year
Entry Load Nil Nil
Exit Load(as % of NAV) 1% 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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