back button

UTI Mutual Fund - Fund Manager

Sachin Trivedi

Sachin Trivedi

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-Transportation & Logistics Fund (G)
Equity: Sectoral : Thematic
2752.6
UTI-Infrastructure Fund (G)
Equity: Sectoral : Thematic
1924.25
UTI-Balanced Advantage Fund - Regular (G)
Hybrid: Dynamic Asset Allocation or Balanced Advantage
2624.26
UTI-Balanced Advantage Fund - Regular (IDCW)
Hybrid: Dynamic Asset Allocation or Balanced Advantage
2624.26
UTI-Infrastructure Fund (IDCW)
Equity: Sectoral : Thematic
1924.25
UTI-Transportation & Logistics Fund (IDCW)
Equity: Sectoral : Thematic
2752.6
Top Holdings - ConsoloidatedWts(%)
Tata Motors Ltd4.62%
Mahindra & Mahindra Ltd4.52%
Larsen & Toubro Ltd4.44%
NET CURRENT ASSETS4.30%
Maruti Suzuki India Ltd4.07%
Fund Name1M3M6M1Y3Y5YSince Inception
UTI-Transportation & Logistics Fund (G)
2.26%
11.7%
17.38%
38.98%
22.28%
15.9%
15.61%
UTI-Infrastructure Fund (G)
4.42%
15.86%
26.06%
40.42%
26.53%
18.98%
13.81%
UTI-Balanced Advantage Fund - Regular (G)
0.83%
6.07%
N/A
N/A
N/A
N/A
8.1%
UTI-Balanced Advantage Fund - Regular (IDCW)
0.83%
6.07%
N/A
N/A
N/A
N/A
8.1%
UTI-Infrastructure Fund (IDCW)
4.42%
15.86%
26.06%
40.42%
26.53%
18.98%
13.77%
UTI-Transportation & Logistics Fund (IDCW)
2.26%
11.7%
17.38%
38.98%
22.28%
15.9%
16.61%
Fund Performance