Election 2014
SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > Large Cap > UTI Mutual Fund > UTI Contra Fund (G)

UTI Contra Fund (G) SET SMS ALERT

14.348
0.27 (1.95%)
NAV as on Apr-17-2014

Fund Family UTI Mutual Fund

Fund Class Large Cap

ranking by CRISIL

Relatively Weak performance in the category

The scheme is ranked 5 in Large Cap category by Crisil. If you are invested in this scheme, its time to switch to a better performing scheme.

View Top ranked funds in this category

Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on Apr-17-2014)

Period Returns (%) Rank #
1 mth 6.6 10
3 mth 8.6 50
6 mth 13.0 39
1 year 14.4 121
2 year 8.9 67
3 year 1.9 71
5 year 11.0 57

# Moneycontrol Rank within 149 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 3.4 - - - -
2013 -9.7 -1.9 -3.4 14.4 0.6
2012 19.2 -2.6 6.9 5.4 31.7
2011 -9.8 -4.3 -11.4 -10.8 -32.7
2010 -1.4 0.5 12.0 -4.5 7.9
2009 -3.3 40.4 16.2 -0.2 71.7

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 6.6 8.6 13.0 14.4 8.9 1.9 11.0
Category avg 4.2 7.3 10.4 17.1 6.5 3.1 6.4
Difference of Fund returns and Category returns 2.4 1.3 2.6 -2.7 2.4 -1.2 4.6
Best of category 10.2 16.3 26.4 27.8 18.8 11.8 23.8
Worst of category 1.7 -67.4 -67.0 -65.8 6.1 1.7 9.1
Benchmark returns # 5.0 9.0 13.5 18.4 12.1 4.8 15.8
Difference of Fund returns and Benchmark returns 1.6 -0.4 -0.5 -4.0 -3.2 -2.9 -4.8
UTI Contra Fund (G) Review by Crisil - Rating: 1 (Rank 5 out of 5)
# Benchmark Index: S&P BSE 200

Investment Info

Investment Objective

The fund aims to provide long-term capital appreciation/dividend distribution through investments in listed Indian quities and equity related instruments The Fund's investment policies are based on insights from behavioral finance The fund offers an opportunity to benefit from the impact of non-rational investors' behavior by focusing on stocks that are currently undervalued because of emotional and behavioral patterns present in the stock market.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Mar 22, 2006
Benchmark S&P BSE 200
Asset Size (Rs cr) 123.94 (Dec-31-2013)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Kaushik Basu
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load 1% if redeemed within 1 Year from the date of allotment.

Contact Details

Regd. Office UTI Tower, Gn Block, Bandra-Kurla Complex, Bandra (E), Mumbai, 400051
Tel. No. 66786666
Fax No. 26524921
Email uti@giasbm01.vsnl.net.in
Website http://www.utimf.com

Peer Comparison

Large Cap Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Top 200 Fund (G) Rank 4
10,309.58 12.1 18.5 19.6 6.8 19.9
ICICI Pru Focused Bluechip Eqty (G) Rank 2
4,570.93 7.4 10.7 21.8 8.9 21.3
ICICI Pru Focused. Blue -Direct (G) Not Ranked
123.74 7.5 11.2 22.7 -- --
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
9.91 7.6 11.2 22.9 9.8 22.3
Franklin India Bluechip (G) Rank 3
4,158.46 6.5 9.6 14.3 6.2 17.9
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 14)

Equity Sector Value
(Rs cr)
Asset %
ITC Tobacco 9.42 7.92
ICICI Bank Banking/Finance 9.14 7.68
Reliance Oil & Gas 7.98 6.71
Infosys Technology 7.83 6.58
SBI Banking/Finance 5.88 4.94
Axis Bank Banking/Finance 5.85 4.92
Wipro Technology 5.43 4.56
Zee Entertain Media 4.14 3.48
HUL Cons NonDurable 4.05 3.40
Tata Motors Automotive 3.78 3.18

Full Portfolio

Sector Allocation (Mar 31, 14)

Sector %

1-Year

HighLow

Banking/Finance 23.76 26.52 17.16
Technology 11.14 15.13 7.21
Oil & Gas 10.81 11.08 9.95
Metals & Mining 8.36 8.58 5.79
Tobacco 7.92 8.45 7.41
Automotive 6.75 8.41 6.63

View All Sectors

Asset Allocation (%)(Mar 31, 14)

Equity 98.01
Others 0.26
Debt 0.89
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.87

View All

Concentration

Holdings (%)
Top 5 33.83
Top 10 53.37
Sector (%)
Top 3 45.71

News & Videos

News

Messages & Community

Explore Moneycontrol

Copyright © e-Eighteen.com Ltd. All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express written permission of moneycontrol.com is prohibited.