| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.38% |
| NAV | ₹68.78 (27 Oct 2020) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹4,340 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Infosys Ltd. | Technology | Equity | 9.7% |
| HDFC Bank Ltd. | Financial | Equity | 8.3% |
| ICICI Bank Ltd. | Financial | Equity | 6.6% |
| Axis Bank Ltd. | Financial | Equity | 4.0% |
| Bharti Airtel Ltd. | Communication | Equity | 3.7% |
| ITC Ltd. | FMCG | Equity | 3.2% |
| Escorts Ltd. | Automobile | Equity | 3.1% |
| Eicher Motors Ltd. | Automobile | Equity | 2.4% |
| Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 2.3% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 2.2% |
UTI Value Opportunities Fund Direct Growth is a Equity Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Vetri Subramaniam, Amit Premchandani is the Current Fund Manager of UTI Value Opportunities Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹4,340 Cr and the Latest NAV as of 27 Oct 2020 is ₹68.78.
The UTI Value Opportunities Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. For more than 10% of investments 1% will be charged if redeemed within 1 year
The scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across market capitalization spectrum.
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.