Home>Mutual Funds>UTI Mutual Fund>UTI Value Opportunities Fund Regular Plan IDCW

UTI Value Opportunities Fund Regular Plan IDCW

Equity
Value
Very High Risk
70.34%
1Y return
+0.25% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 24 Sep 2021₹29.58
Min. SIP amountNA
Rating4star
Fund size₹6,545.22 Cr

Returns and rankings

Category: Equity Value
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns70.3%19.4%14.8%15.4%
Category average61.5%12.9%13.6%NA
Rank with in category846NA
Understand termsinfo

Holdings (56)

NameSectorInstrumentAssets
TechnologyEquity9.1%
FinancialEquity9.1%
FinancialEquity8.4%
FinancialEquity5.0%
CommunicationEquity4.3%
State Bank of India
FinancialEquity3.3%
TechnologyEquity2.8%
FMCGEquity2.2%
ServicesEquity2.1%
AutomobileEquity2.0%
See All

Pros and cons

info
Category: Equity Value
thumb_up_alt

Pros

3Y Returns are higher than the category average returns
5Y Returns are higher than the category average returns
thumb_down_alt

Cons

1Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 1.99%

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.

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Vetri Subramaniam
Feb 2017 - Present
View details
keyboard_arrow_down
Amit Kumar Premchandani
Feb 2018 - Present
View details
keyboard_arrow_down

Fund house & investment objective

keyboard_arrow_down

Fund house contact details

keyboard_arrow_down

Compare funds

UTI Value Opportunities Fund Regular Plan IDCW
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2021 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 1.9.0
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES: ICICI PRUDENTIAL  | HDFC  | NIPPON INDIA  | ADITYA BIRLA SUN LIFE  | SBI  | UTI  | FRANKLIN TEMPLETON  | KOTAK MAHINDRA  | IDFC  | DSP  | AXIS  | TATA  | L&T  | SUNDARAM  | PGIM  | INVESCO  | LIC  | JM FINANCIAL  | BARODA PIONEER  | CANARA ROBECO  | HSBC  | IDBI  | INDIABULLS  | MOTILAL OSWAL  | BNP PARIBAS  | MIRAE ASSET  | PRINCIPAL  | BOI AXA  | UNION KBC  | TAURUS  | EDELWEISS  | NAVI  | MAHINDRA  | QUANTUM  | PPFAS  | IIFL  | Quant  | SHRIRAM  | SAHARA | ITI
arrow_drop_down_circle