CLOSED
NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%
UTUTI MFDirect · Growth

UTI Contra Fund - Growth - Direct Plan

equityEquity - Contra FundBenchmark: BSE 200
NAV · 22 Aug 2014₹17.05+0.33%
AUM₹137 Crfrom this fund's primary plan
Expense Ratio—
CAGR—
Exit Load1% before 1Y,Nil on or after 1Y
Min SIP₹500from this fund's primary plan
Launched2013

Investment Objective

An open ended equity scheme with the objective to provide long term capital appreciation/dividend distribution through investments in listed equities & equity related instruments. 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 & behavioral patterns present in the stock market

Fund Mandate

Debt0%–20%
Equity80%–100%
MMI0%–20%
Others0%–20%
Fund Managers
KB
Kaushik Basu
Fund Manager
Key Information
—
₹500from this fund's primary plan
₹5,000
1% before 1Y,Nil on or after 1Y
Nil
Inception01 Jan 2013
AMCUTI MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

On This Page
NAV growthTop holdings
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Trailing Returns
PeriodReturns
1 Day+0.33%
Risk Metrics

Risk metrics are not available for this fund.

Fees
—
1% before 1Y,Nil on or after 1Y
Nil
₹500from this fund's primary plan
₹5,000
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme