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 MFGrowth

UTI Contra Fund - Growth

equityEquity - Contra FundBenchmark: BSE 200
NAV · 22 Aug 2014₹16.94+0.33%
AUM₹137 Cr
Expense Ratio2.70%
CAGR—
Exit Load1% before 1Y,Nil on or after 1Y
Min SIP₹500
Launched2006

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%
Asset Allocation
Domestic Equity96.0%
Debt0.1%
Cash & Equivalents3.4%
Other0.5%
Fund Managers
KB
Kaushik Basu
Fund Manager
Key Information
2.70%
₹500
₹5,000
1% before 1Y,Nil on or after 1Y
Nil
Inception22 Mar 2006
AMCUTI MF
Top Holdings
1RELIANCE INDUSTRIES LTD.PETROLEUM PRODUCTS6.60%
2ICICI BANK LTDBANKS6.44%
3INFOSYS LTD.SOFTWARE6.14%
4AXIS BANK LTD.BANKS6.00%
5ITC LTD.CONSUMER NON DURABLES5.71%
6STATE BANK OF INDIABANKS5.16%
7WIPRO LTD.SOFTWARE4.16%
8SESA STERLITE LTD.MINERALS/MINING3.81%
9MARUTI SUZUKI INDIA LTD.AUTO3.68%
10TATA STEEL LTD.FERROUS METALS3.63%
Sector Allocation
BANKS21.1%
SOFTWARE10.3%
CONSUMER NON DURABLES9.2%
PETROLEUM PRODUCTS9.0%
AUTO6.9%
MINERALS/MINING3.8%
FERROUS METALS3.6%
Other3.4%
MEDIA & ENTERTAINMENT3.4%
TEXTILES - COTTON3.1%
TELECOM - SERVICES2.7%
PHARMACEUTICALS2.4%
CONSTRUCTION PROJECT2.3%
On This Page
NAV growthAsset allocationTop holdings
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Trailing Returns
PeriodReturns
1 Day+0.33%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.70%
1% before 1Y,Nil on or after 1Y
Nil
₹500
₹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