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UTI Value Opportunities Fund

UTI Value Opportunities Fund

Equity - Value Fund

An open-ended equity scheme following a value investment strategy. The Fund follows the principle of intrinsic value for stock selection and has a flexibility to position itself actively across the market cap spectrum.

Snapshot

          Fund Type
          
            Inception
            
          Risk Metric
          
Returns 

          1 Year
          
          3 Year
          
          5 Year
          
NAV 
          
₹ -
 as of
           -

Fund Facts

          Month End AuM
          
          Monthly Avg. AuM
          
          No. of Folio Accounts
          
          Minimum Investment Amount
          
          Total Expense Ratio
          
          Benchmark Index
          
          Special Facitilities
          
          Exit Load

Fund Overview

            
Scheme Riskometer

In terms of SEBI Circular No. SEBI/HO/IMD/IMD-II DOF 3/P/CIR/2021/573 dated June 07, 2021, all debt schemes of UTI Mutual Fund have been classified in terms of a Potential Risk Class (PRC) Matrix, consisting of maximum interest rate risk (measured by Macaulay Duration (MD) of the scheme) and maximum credit risk (measured by Credit Risk Value (CRV) of the scheme) that a scheme can take, effective December 1, 2021.

Fund Performance

of Rs

for

Apply

Principal Invested: x installments =

Disclaimer

All Mutual Fund

Period	Fund Performance Vs Benchmark (CAGR)			Growth for Rs 10,000 /-
Period	NAV (%)			NAV (Rs)

"Different plans have a different expense structure. The performance details provided herein are of Regular plan." * CAGR - Compounded annualized Growth Rate

Portfolio

	Fund	Benchmark	Net

Current Asset Allocation

Top 10 Holdings

Name	Weight(%)

Overweight (Top 5)

Underweight (Top 5)

Quantitative Indicators

Quantitative Indicators	Fund	Benchmark

Fund Managers

Frequently asked questions

What are value funds?

A value fund is a fund that follows a value investment strategy and seeks to invest in stocks that are considered undervalued.
Why Should I Invest in UTI value opportunities fund?

- Focuses on companies where markets under appreciates their growth runway & also in companies which may experience challenges due to cyclicality. Focuses on buying what markets underestimates and has potential for growth
- Potential for outperformance over plain vanilla equity funds, which are more diversified but at the same time minimise the risk arising from pure sector funds while generating a reasonable return
- The Fund has the flexibility to operate across the market cap spectrum following the “Value” style of investment. While the portfolio will have a large cap bias the midcap exposure could vary more widely based on valuation differentials
- Suitable for investors looking to build their core equity portfolio for long-term wealth creation.
How to Invest in UTI opportunities fund?

Investing in UTI opportunities fund is very simple. Investors can simple log on to utimf.com or use UTI Buddy Application and start investing subject to KYC compliance. Investors may also approach nearest UTI Financial Centers (UFCs). Alternatively, you may also approach mutual fund distributors, financial advisors or various online platform for investments.
What are the benefits of investing in a UTI value opportunities fund?

- Focuses on companies where markets under appreciates their growth runway & also in companies which may experience challenges due to cyclicality. Focuses on buying what markets underestimates and has potential for growth
- Potential for outperformance over plain vanilla equity funds, which are more diversified but at the same time minimise the risk arising from pure sector funds while generating a reasonable return
- The Fund has the flexibility to operate across the market cap spectrum following the “Value” style of investment. While the portfolio will have a large cap bias the midcap exposure could vary more widely based on valuation differentials
- Suitable for investors looking to build their core equity portfolio for long-term wealth creation.

	This Scheme	BSE 100	Fixed Deposit	Gold	PPF
3 months	109.25	105.89	117.65	178.67	134.78
9 months	109.25	105.89	117.65	178.67	134.78
1 year	109.25	105.89	117.65	178.67	134.78
3 years	139.25	145.89	137.65	188.67	112.78
5 years	164.25	105.89	117.65	178.67	134.78
Since Inception	109.25	105.89	117.65	178.67	134.78