UTI Value Opportunities Fund

UTI Value Opportunities Fund is an open-ended equity scheme that predominantly invests in various equities. The UTI Opportunities Fund is a value fund that yields high returns over the long term. Albeit the high returns, the risk factor for the fund is very high. People who desire to earn a high yield can invest in this fund and achieve good returns over long-term investment. Nifty 500 is the benchmark for UTI Opportunities Fund.

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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

Parameters

Details

Fund House

UTI Mutual Fund

Fund Name

UTI Value Opportunities Fund (Direct and Regular)

Launch Date of the Fund

July 2005

Benchmark of the Fund

NIFTY 500

 

Minimum Investment for the Fund

For Direct and Regular Plans, whether Direct or Growth Options: An investment of minimum INR 5000 

Type of Fund

Open-Ended

Entry Load

Concerning SEBI’s guidelines, no entry load is charged on purchases, switch-ins, or additional purchases.

Exit Load

Redemption or switch out within a year of allotment of the fund:

0% of NAV if 10% or fewer funds are allotted and 1.00% of NAV if more than 10% of the funds are allotted. 

 

Redemption or switch out after a year of allotment of the funds: NIL

Return Performance

Good

Fund Consistency

Above Average

Risk Level 

Very High

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

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

Pros

Cons 

Relatively High returns in the 1-year bracket in this category of up to 58.60% in Direct Plan

A high expense ratio of 2.08

Relatively High returns in the 1-year bracket in this category of up to 57.53% in Regular Plan

5 years returns are relatively lower in this category of up to 14.15%

Relatively High returns in the 3 years bracket in this category of up to 15.76% in Regular Plan

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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