UTI Value Opportunities Fund Direct Growth is a Equity Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was introduced to investors on 01 Jan 2013. Vetri Subramaniam, Amit Premchandani is the Current Fund Manager of UTI Value Opportunities Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹4,333 Cr and the Latest NAV as of 17 Oct 2019 is ₹63.36.
The UTI Value Opportunities Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. For more than 10% of investments 1% will be charged if redeemed within 1 year.
Investment Objective
This scheme seeks to generate capital appreciation and/or income distribution by investing the funds of the scheme in equity shares and equity-related instruments. The main focus of this scheme is to capitalize on opportunities arising in the market by responding to the dynamically changing Indian economy by moving its investments amongst different sectors as prevailing trends change.
Tax Implications
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.
Scheme Information Document(SID)
₹5000
Min for First Investment
₹1000
Min for Second Investment
For more than 10% of investments 1% will be charged if redeemed within 1 year
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