UTI Mutual Fund - Fund Manager
Qualification: B.com graduate from Narsee Manjee College of Commerce, Mumbai and holds a post-graduate degree in management (MMS) from the K.J. Somaiya Institute of Management Srudies & Research, Mumbai University. He also holds a CFA charter since 2004 conferred on him by the CFA Institute, USA.. Experience:He began his career in June 2001, with UTI. Sachin has six years experience in research and portfolio management. In research he has specialized in Utilities, Capital Goods and Sugar sectors. In addition to his current responsibilities he also holds portfolio responsibility and is the Co - Fund Manager - UTI Energy Fund.
Fund Name | Classification | Fund AUM (Cr.) |
|---|---|---|
UTI-Balanced Advantage Fund - Direct (G) | Hybrid: Dynamic Asset Allocation or Balanced Advantage | 3160.92 |
UTI-Balanced Advantage Fund - Regular (G) | Hybrid: Dynamic Asset Allocation or Balanced Advantage | 3160.92 |
UTI-Children's Equity Fund - (G) | Solution Oriented: Childrens | 1170.56 |
UTI-Children's Equity Fund - (Scholarship) | Solution Oriented: Childrens | 1170.56 |
UTI-Children's Equity Fund - Direct (G) | Solution Oriented: Childrens | 1170.56 |
UTI-Children's Equity Fund - Direct (Scholarship) | Solution Oriented: Childrens | 1170.56 |
UTI-Children's Hybrid Fund - (G) | Solution Oriented: Childrens | 4555.19 |
UTI-Children's Hybrid Fund - (Scholarship) | Solution Oriented: Childrens | 4555.19 |
UTI-Children's Hybrid Fund - Direct (G) | Solution Oriented: Childrens | 4555.19 |
UTI-Infrastructure Fund - Direct (G) | Equity: Sectoral : Thematic | 2220.98 |
Fund Manager Overview
| Top Holdings - Consoloidated | Wts(%) |
|---|---|
| Mahindra & Mahindra Ltd | 4.44% |
| Bharti Airtel Ltd | 3.86% |
| Maruti Suzuki India Ltd | 3.76% |
| HDFC Bank Ltd | 3.71% |
| Cash & Cash Equivalent | 3.38% |
| Fund Name | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|---|---|---|
| UTI-Balanced Advantage Fund - Direct (G) | 0.66% | 2.81% | 3.52% | 7.16% | N/A | N/A | 13.39% |
| UTI-Balanced Advantage Fund - Regular (G) | 0.55% | 2.46% | 2.8% | 5.76% | N/A | N/A | 11.82% |
| UTI-Children's Equity Fund - (G) | -0.13% | 0.39% | 0.39% | -1.05% | 12.04% | 13.88% | 10.34% |
| UTI-Children's Equity Fund - (Scholarship) | -0.13% | 0.39% | 0.39% | -1.05% | 12.04% | 13.88% | 14.05% |
| UTI-Children's Equity Fund - Direct (G) | -0.04% | 0.64% | 0.91% | N/A | 13.25% | 15.09% | 13.7% |
| UTI-Children's Equity Fund - Direct (Scholarship) | -0.04% | 0.64% | 0.91% | N/A | 13.25% | 15.09% | 15.24% |
| UTI-Children's Hybrid Fund - (G) | -0.27% | 0.62% | 0.52% | 2.97% | 9.08% | 9.62% | 9.72% |
| UTI-Children's Hybrid Fund - (Scholarship) | -0.27% | 0.62% | 0.52% | 2.97% | 9.08% | 9.62% | 10.81% |
| UTI-Children's Hybrid Fund - Direct (G) | -0.26% | 0.66% | 0.61% | 3.16% | 9.31% | 9.85% | 9.95% |
| UTI-Infrastructure Fund - Direct (G) | -2.81% | 0.99% | -1.8% | -2.08% | 17.78% | 21.42% | 12.97% |
Fund Performance
No Data
Sector Weights
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Aum Movement
Fund Manager History
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