UTI Infrastructure Fund Regular Plan Growth

• Alpha -2.49%
• Beta 1.09
• Sharpe Ratio1.29
• Std Deviation 16.69%
• 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 1647.83 crores & has delivered CAGR of 16.88% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.25%. 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 Moderate & Exceptional respectively.

The top holdings of the fund include Larsen & Toubro, Bharti Airtel, NTPC & Ultratech Cement.

The major sectors where the fund is invested are Construction Services, Communications Services, Electric Utilities & Construction - Raw Materials.

Some of the similar funds are DSP India T.I.G.E.R. Fund - Regular Plan - Growth, Tata Infrastructure Fund Growth, Franklin Build India Fund Growth, HSBC Infrastructure Fund Growth, UTI Infrastructure Fund Regular Plan Growth. UTI Infrastructure Fund Regular Plan Growth has a sharpe ratio of 1.29 & a standard deviation of 16.69%.