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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
2868.56
UTI-Infrastructure Fund (G)
Equity: Sectoral : Thematic
2014.31
UTI-Balanced Advantage Fund - Regular (G)
Hybrid: Dynamic Asset Allocation or Balanced Advantage
2654.37
UTI-Balanced Advantage Fund - Regular (IDCW)
Hybrid: Dynamic Asset Allocation or Balanced Advantage
2654.37
UTI-Infrastructure Fund (IDCW)
Equity: Sectoral : Thematic
2014.31
UTI-Transportation & Logistics Fund (IDCW)
Equity: Sectoral : Thematic
2868.56
Fund Manager Overview
Top Holdings - ConsoloidatedWts(%)
Tata Motors Ltd5.07%
Larsen & Toubro Ltd.4.25%
Mahindra & Mahindra Ltd.4.09%
NET CURRENT ASSETS4.01%
Maruti Suzuki India Ltd3.81%
Fund Name1M3M6M1Y3Y5YSince Inception
UTI-Transportation & Logistics Fund (G)
7.81%
16.94%
27.22%
55.27%
24.15%
19.37%
16%
UTI-Infrastructure Fund (G)
3.12%
18.47%
27.54%
51.2%
23.72%
20.69%
13.96%
UTI-Balanced Advantage Fund - Regular (G)
1.42%
6.38%
9.51%
N/A
N/A
N/A
9.27%
UTI-Balanced Advantage Fund - Regular (IDCW)
1.42%
6.38%
9.51%
N/A
N/A
N/A
9.27%
UTI-Infrastructure Fund (IDCW)
3.12%
18.47%
27.54%
51.2%
23.72%
20.69%
13.92%
UTI-Transportation & Logistics Fund (IDCW)
7.81%
16.94%
27.22%
55.27%
24.15%
19.37%
16.97%
Fund Performance
Sector Weights

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Aum Movement
Fund Manager History