UTI Infrastructure Fund Regular Plan Growth

• Alpha -2.49%
• Beta 1.09
• Sharpe Ratio0.72
• Std Deviation 15.45%
• Tracking Error 9.65%

The investment objective of the Scheme is to provide long term capital appreciation by investing predominantly in equity and equity related securities of companies engaged either directly or indirectly in the infrastructure areas of the Indian economy. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

The UTI Infrastructure Fund Regular Plan Growth has an AUM of 1921.26 crores & has delivered CAGR of 27.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.19%. The minimum investment in UTI Infrastructure Fund Regular Plan Growth is Rs 5000 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include Bharti Airtel, Larsen And Toubro, Ntpc & Net Current Assets.

The major sectors where the fund is invested are Construction Services, Communications Services, Oil & Gas Operations & Electric Utilities.

Some of the similar funds are Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth, HSBC Infrastructure Fund Growth, Tata Infrastructure Fund Growth, UTI Infrastructure Fund Regular Plan Growth, HDFC Infrastructure Fund Growth. UTI Infrastructure Fund Regular Plan Growth has a sharpe ratio of 0.72 & a standard deviation of 15.45%.