| NAV: 23 May 2022 | ₹97.87 |
| Min. SIP amount | ₹500 |
| Rating | 4 |
| Fund size | ₹6,461.95Cr |
Returns and rankings
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 6.3% | 15.7% | 12.7% | 12.5% |
| Category average | 61.5% | 12.9% | 13.6% | NA |
| Rank with in category | 12 | 6 | 6 | NA |
Holdings (60)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| Infosys Ltd. | Technology | Equity | 8.8% |
| HDFC Bank Ltd. | Financial | Equity | 8.2% |
| ICICI Bank Ltd. | Financial | Equity | 7.8% |
| Axis Bank Ltd. | Financial | Equity | 5.1% |
| Bharti Airtel Ltd. | Communication | Equity | 4.7% |
| State Bank of India | Financial | Equity | 3.6% |
| ITC Ltd. | Consumer Staples | Equity | 2.6% |
| Bajaj Auto Ltd | Automobile | Equity | 2.5% |
| Aditya Birla Fashion and Retail Ltd. | Services | Equity | 2.1% |
| Tech Mahindra Ltd. | Technology | Equity | 2.0% |
Pros and cons
Pros
Cons
Expense ratio, exit load and tax
Expense ratio: 1.03%
Inclusive of GST
Exit load
For more than 10% of investments 1% will be charged if redeemed within 1 year
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Minimum investment amounts
| Min. for 1st investment | ₹5,000 |
| Min. for 2nd investment onwards | ₹1,000 |
| Min. for SIP | ₹500 |
Fund management
Amit Kumar PremchandaniFeb 2018 - PresentView details
Fund house & investment objective
Fund house contact details
Compare funds
FAQs
How to Invest in UTI Value Opportunities Fund Direct Growth?
You can easily invest in UTI Value Opportunities Fund Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:
- Log on to your Groww account
- Search for UTI Value Opportunities Fund Direct Growth from the search box
- In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
- Once you are done with that, you can start investing in UTI Value Opportunities Fund Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance
What kind of returns does UTI Value Opportunities Fund Direct Growth provide?
The UTI Value Opportunities Fund Direct Growth has been there from 01 Jan 2013 and the average annual returns provided by this fund is 6.33% since its inception.
How much expense ratio is charged by UTI Value Opportunities Fund Direct Growth?
The term
Expense Ratio used for UTI Value Opportunities Fund Direct Growth or any other mutual fund is the annual
charges one needs to pay to the Mutual Fund company for managing your investments in that fund.
The Expense Ratio of UTI Value Opportunities Fund Direct Growth is 1.03% as of 24 May 2022...
What is the AUM of UTI Value Opportunities Fund Direct Growth?
The AUM, short for Assets Under Management of UTI Value Opportunities Fund Direct Growth is ₹6,461.95Cr as of 24 May 2022.
How to Redeem UTI Value Opportunities Fund Direct Growth?
If you want to sell your UTI Value Opportunities Fund Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.
Can I invest in SIP and Lump Sum of UTI Value Opportunities Fund Direct Growth?
What is the NAV of UTI Value Opportunities Fund Direct Growth?
The NAV of UTI Value Opportunities Fund Direct Growth is ₹97.87 as of 23 May 2022.
