UTI Value Opportunities Fund

Allotted in July 2005, the fund offers two plans - Direct and Regular, wherein IDCW and Growth are offered for both. 

The fund invests most of the fund in financial services, which include ICICI Bank Ltd, HDFC Bank Ltd, Axis Bank Ltd, Infosys Ltd, etc. 32.58% of investments are in the financial services, 11.82% in Information Technology, 9.79% in Pharma, 7.81% in Automobiles and so on. 

Fund Facts

Investment Objective

The UTI Value Opportunities Fund has an objective of investing such that the person who has invested in the fund receives a high amount of returns over time. The company aims to invest in equity and equity-related securities of companies across the various market capitalization spectrums.

UTI Opportunities Fund is an open-ended equity scheme that follows a value investment strategy, as the name of the fund suggests.

The fund has a very high-risk factor, and the investors must note that the fund house guarantees no returns of profits due to the volatile nature of the market. 

The UTI Value Opportunities Fund may or may not provide returns, but it does not mean the investments will yield no profits. These funds do carry various risks and are subject to market fluctuations. 

Fund Summary

1. UTI Value Opportunities Fund - Regular Growth

   • Risk Level- Very High
   • NAV - INR 92.0401 as of 6th of July, 2021
   • Expense Ratio- 2.08% as of 31st of May, 2021
   • Fund Started- July 2005

2. UTI Value Opportunities Fund - Direct-Growth

   • Risk Level- Very High
   • NAV - INR 97.8779 as of 6th of July, 2021
   • Expense Ratio- 1.32% as of 31st of May, 2021
   • Fund Started- July 2005

3. UTI Value Opportunities Fund - Direct IDCW

   • Risk Level- Very High
   • NAV - INR 31.9212 as of 6th of July, 2021
   • Expense Ratio- 1.32% as of 31st of May, 2021
   • Fund Started- July 2005

4. UTI Value Opportunities Fund - Regular IDCW

   • Risk Level- Low to Moderate
   • NAV - INR 26.8229 as of 6th of July, 2021
   • Expense Ratio- 2.08% as of 31st of May, 2021
   • Fund Started- July 2005

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Fund Returns Summary

1. UTI Value Opportunities Fund - Regular Growth

   Period	Returns Per Year (Annualized)
   1 Month	3.29%
   3 Months	11.68%
   6 Months	17.36%
   1 Year	57.53%
   3 Years	55.15%
   5 Years	93.95%
   10 Years	233.36%

2. UTI Value Opportunities Fund - Direct-Growth

   Period	Returns Per Year (Annualized)
   1 Month	3.35%
   3 Months	11.87%
   6 Months	17.77%
   1 Year	58.60%
   3 Years	58.34%
   5 Years	100.91%
   10 Years	NIL

3. UTI Value Opportunities Fund - Direct IDCW

   Period	Returns Per Year (Annualized)
   1 Month	3.35%
   3 Months	11.87%
   6 Months	17.77%
   1 Year	58.60%
   3 Years	55.77%
   5 Years	96.99%
   10 Years	NIL

4. UTI Value Opportunities Fund - Regular IDCW 

   Period	Returns Per Year (Annualized)
   1 Month	3.29%
   3 Months	11.68%
   6 Months	17.36%
   1 Year	57.53%
   3 Years	52.14%
   5 Years	89.33%
   10 Years	217.96%

Pros and Cons of the Fund

Benefits of UTI Value Opportunities Fund

The fund has kept a wide range of benefits available for its investors. 

Few such benefits are discussed below:

• Special Products: Various unique products on offer by the fund house for its investors are Systematic Investment Plan (SIP), Systematic Withdrawal Plan (SWP), Separate Trading of Registered Interest and Principal Securities (STRIPS), Transfer of Income Distribution cum Capital Withdrawal (IDCW) facility, Switching, and Redeem.
• Leading Track Record: The fund was allotted in 2005 and has since seen a growth of more than 200%. With such an excellent track record, the fund is deemed to perform better in the future.
• Convenience: People have the convenience to invest in the fund online through the fund house’s web portal. They can also choose to invest in the fund through SIPs or even lumpsum investments.

Fund House Details

The UTI Opportunities Fund is managed by the fund house, UTI Mutual Funds. It is an Indian Asset Management company founded in the year 2003. The UTI Opportunities Fund is managed by Mr Vetri Subramaniam and Mr Amit Premchandani. 

Mr Vetri has a total work experience of  28 Years and has been managing this fund since February of 2017. Mr Amit has a total work experience of 17 years and has been managing this fund since February of 2018.

Who Should Invest In UTI Value Opportunities Fund?

This fund is suitable for investors willing to risk and seize the opportunity. This fund has a very high-risk factor and also has pretty high returns. Over the long term, the fund delivers solid returns to its investors.

People willing to invest for the long term in a fund with quite a high-risk factor will not bat an eye when investing in this fund.

Summing It Up

The value fund has the potential to deliver great returns to its investors even though the risk is very high. With the plethora of benefits and comparatively better returns than the competitors, the fund is one of the best choices for an investor.

For a person not looking to invest in a long-term mutual fund, this is the go-to value fund. With the track record of offering convenience in investment options, the value fund is at par with its competitors.

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