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UTI - Leadership Equity Fund

Rating (source: Value Research)

NAV as on 21/08/2014 for

Rs. 21.1220.0985 (0.47%)

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)
1661.85 (as of 31st Jul 2014 )
Number of investors
457138 (as of 31st Jul 2014 )
Min. Investment
5000
Last Dividend
1
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 Jul 2014)

Sectoral Breakdown
(% as compared to Benchmark)

Market Capitalisation (%)

Large Mid Small
87.00 11.00 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 31st Jul 2014)
Asset Allocation (as of 31st Jul 2014)

Market Capitalisation (%)

Large Mid Small
87.00 11.00 1.00
Detailed Portfolio (as of 31st Jul 2014)
Equity % to NAV
PUNJAB NATIONAL BANK 1.35
DR. REDDY'S LABORATORIES LTD. 2.11
BHARAT FORGE LTD. 1.98
SUN PHARMACEUTICALS INDUSTRIES LTD. 1.71
MAHINDRA & MAHINDRA LTD. 1.66
HERO MOTOCORP LTD. 1.56
TECH MAHINDRA LTD 1.50
ADITYA BIRLA NUVO LTD. 1.20
SHREE CEMENT LTD. 1.11
ACC LTD 1.01
ORIENTAL BANK OF COMMERCE 1.00
CENTURY TEXTILES & INDUSTRIES LTD. 0.91
BHARTI AIRTEL LTD. 2.24
NCA 1.58
OIL & NATURAL GAS CORPORATION LTD. 2.62
OTH 10.26
AXIS BANK LTD. 4.71
LUPIN LTD. 2.31
ICICI BANK LTD 6.99
LARSEN & TOUBRO LTD. 5.43
RELIANCE INDUSTRIES LTD. 4.84
TATA CONSULTANCY SERVICES LTD. 5.43
INFOSYS LTD. 4.56
ITC LTD. 4.28
STATE BANK OF INDIA 3.96
BHARAT PETROLEUM CORPORATION LTD. 3.67
ULTRATECH CEMENT LTD. 3.64
TATA MOTORS LTD. 3.39
MARUTI SUZUKI INDIA LTD. 2.66
WIPRO LTD. 2.62
HCL TECHNOLOGIES LTD. 2.34
HDFC BANK LTD. 5.37
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.

Download Fund Documents
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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