Register to get unlimited access to all of Citywire’s fund manager database. Registration is free and only takes a minute.

UTI Value Opportunities Fund-Growth

Ranked 82 out of 335 in - India over 12 months
All calculations are in INR unless stated

Managed by

Vetri Subramaniam

Vetri Subramaniam is a fund manager and head of equity funds at UTI Asset Management having joined the group from Religare Invesco Asset Management where he was part of the AMC start-up team. Vetri has over 22 years’ experience in the Indian equity markets and oversees the equity management function. His last assignment was with Motilal Oswal Securities where he was the chief investment officer. Prior to Motilal Oswal, he was working as an advisor to Boyer Allan Investment Management, UK, where he advised them on their investments in India. Vetri has also worked with Kotak Mahindra Asset Management as head of equity funds, at Sharekhan.com as chief investment advisor and at SSKI Securities as vice president - equity sales. Vetri holds a commerce degree and holds a PGDM from Indian Institute of Management, Bangalore.

Objective

This scheme seeks to generate capital appreciation and/or income distribution by investing the funds of the scheme in equity shares and equity-related instruments. The main focus of this scheme is to capitalize on opportunities arising in the market by responding to the dynamically changing Indian economy by moving its investments amongst different sectors as prevailing trends change.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

India over : 31/10/2017 - 31/10/2018
  • Rank 82/335 Total Return
  • Rank 144/335 Standard Deviation
  • Rank 137/335 Max Drawdown

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -4.8% 4.0% -0.2%
2017 29.1% 11.2% 2.3% 4.0% 9.1%
2016 2.6% -3.0% 7.1% 6.4% -7.1%
2015 -5.9% 2.4% -3.0% -4.1% -1.3%
2014 41.2% 6.2% 16.7% 8.5% 5.1%
2013 5.9% -6.7% 3.1% 0.4% 9.7%
2012 27.3% 13.3% -0.6% 8.0% 4.6%
2011 -12.1% -5.1% 0.3% -4.6% -3.3%
2010 19.4% -0.8% 2.4% 15.3% 1.8%
2009 97.6% 5.0% 48.1% 20.3% 5.6%
2008 -49.0% -26.1% -13.0% -4.9% -16.7%
2007 71.3% -5.3% 18.4% 20.1% 27.3%
2006 10.9% 19.3% -17.5% 13.5% -0.8%
2005 8.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Bahrain
  2. India

Fund Info

  • Launch date19/07/2005
  • Share Class size44,097Mn
  • Base currencyINR
  • ISIN INF789F01AG5

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment500

Charges

  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in INR).