UTI Opportunities Fund-Dividend Option
Expense Ratio: 1.81
Risk: Very High
Equity Scheme - Value Fund
Plan: Regular
Benchmark: Nifty 500 TRI
Inception: 16-07-2005
Exit Load: Nil
Fund Size:₹10,158.06 Cr
Performance
1Y
FundN/A
Cat. Avg.-1.71%
2Y
FundN/A
Cat. Avg.-2.31%
3Y
FundN/A
Cat. Avg.10.86%
5Y
FundN/A
Cat. Avg.9.94%
10Y
FundN/A
Cat. Avg.12.10%
SI
FundN/A
Cat. Avg.11.90%
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | EQ - HDFC BANK LIMITED | 829.09 | 8.74% |
| 2 | EQ - ICICI BANK LTD | 591.34 | 6.23% |
| 3 | EQ - BHARTI AIRTEL LTD. | 407.44 | 4.29% |
| 4 | EQ - AXIS BANK LTD. | 370.21 | 3.90% |
| 5 | EQ - KOTAK MAHINDRA BANK LTD. | 353.02 | 3.72% |
| 6 | EQ - STATE BANK OF INDIA | 338.88 | 3.57% |
| 7 | EQ - MAHINDRA & MAHINDRA LTD. | 280.80 | 2.96% |
| 8 | EQ - INFOSYS LTD. | 275.11 | 2.90% |
| 9 | EQ - RELIANCE INDUSTRIES LTD. | 274.95 | 2.90% |
| 10 | EQ - TECH MAHINDRA LTD. | 217.73 | 2.29% |
