Mutual Fund Review UTI OPPORTUNITIES FUND

 

One of the better performing schemes from UTI MF, Opportunities has held its own in both bullish and bearish phases. It continues to beat its peers and the benchmark index. While existing investors should stay put, new investors too can try it

 

A multi-cap scheme with a clear large-cap bias, UTI Opportunities isn't shy of switching sectors and stocks, if the fund manager perceives a potential opportunity. The strategy has worked so far with the scheme outperforming its benchmark index — BSE 100 — consistently, for nearly five years now. Even during the meltdown year of 2008, the scheme succeeded in containing its downfall to about 49% while the BSE 100 fell by more than 55%. The fund's ability to protect its downside risk is also evident in FY12. The scheme's NAV has eroded by about 5% against a 9% decline in the BSE 100 since the beginning of the year. As far as investment strategy is concerned, Opportunities is currently focusing on defensive sectors. At the same time, the scheme is avoiding highly-leveraged companies, a strategy, that appears to be ideal in the current high interest rate regime.

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Also, know how to buy mutual funds online:

 

1) DSP BlackRock Mutual Funds:

http://prajnacapital.blogspot.com/2011/05/buying-dsp-blackrock-mutual-funds.html

 

2) Reliance Mutual Funds:

http://prajnacapital.blogspot.com/2011/06/buying-reliance-mutual-funds-online.html

 

3) Reliance Mutual Funds:

http://prajnacapital.blogspot.com/2011/07/buying-hdfc-mutual-funds-online.html

 

4) Sundaram Mutual Funds:

http://prajnacapital.blogspot.com/2011/07/buying-sundaram-mutual-funds-online.html

 

5) Birla Sunlife Mutual Funds:

http://prajnacapital.blogspot.com/2011/06/buying-birla-sunlife-mutual-funds.html

 

6) UTI Mutual Funds:

http://prajnacapital.blogspot.com/2011/06/buying-uti-mutual-funds-online.html

  

7) SBI Mutual Funds:

http://prajnacapital.blogspot.com/2011/06/buying-sbi-mutual-funds-online.html

 

8) Edelweiss Mutual Funds:

http://prajnacapital.blogspot.com/2011/06/buying-edelweiss-mutual-funds-online.html

 

9) IDFC Mutual Funds:

http://prajnacapital.blogspot.com/2011/06/buying-idfc-mutual-funds-online.html