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Jama - UTI Value Opportunities Fund


UTI Value Opportunities Fund

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Equity-Value
NAV : 126.9418
(-0.36709999999999354
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)
AUM : ₹67 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
2.08%9.48%21.16%14.69%9.32%24.93%NA



NAV History



Expense Ratio Trends


Fund Details

The Fund looks to take aggressive sector positions, based on valuation considerations and on medium term growth prospects. Within individual sectors, fund emphasize on fundamental characteristics of the company such as return ratios & healthy cash flows. In stock picking fund emphasize on said factors over relative valuations. Fund also looks for opportunities in stocks where we believe cash flows or return ratios are likely to improve. The Fund has flexibility to position itself more actively across the market cap spectrum. While the portfolio will have a large cap bias the midcap exposure could vary more widely based on valuation differentials
NAV126.9418
Launch Date01-01-2013
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP-
Expense Ratio115.99999999999999%
Exit Load : 2.25% for amt < 25 lacs


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,10,073₹1,09,881₹192
After 1 year₹1,14,692₹1,13,863₹829
After 3 years₹1,94,965₹1,90,818₹4,147
After 20 years₹85,71,382₹74,26,725₹11,44,656

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


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Direct Savings :


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Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Returns assumed : 24.93% Past 3 yr Data




Fund 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. "
Fund Manager:
Amit Premchandani