UTI India Dynamic Equity USD InstitutionalRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 23.5 | 32.7 | -12.8 | 12.1 | -1.9 | |
+/-Cat | 13.6 | 5.4 | -12.5 | -3.4 | -6.2 | |
+/-B’mrk | - | 5.1 | -17.0 | -3.0 | -8.5 | |
Category: India Equity | ||||||
Category Benchmark: Morningstar India TME NR USD |
Key Stats | ||
NAV 24/04/2024 | USD 21.90 | |
Day Change | 0.66% | |
Morningstar Category™ | India Equity | |
ISIN | IE00BYPC7R45 | |
Fund Size (Mil) 24/04/2024 | USD 963.77 | |
Share Class Size (Mil) 24/04/2024 | USD 550.63 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 02/01/2023 | 1.01% |
Morningstar Research |
Analyst Report | 30/10/2023 Nehal Meshram, Senior Analyst Morningstar, Inc |
UTI India Dynamic Equity strategy is a strong option within its EAA India equity Morningstar Category. Our conviction in the strategy remains high, underpinned by our confidence in the portfolio manager and the investment process that has been... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: UTI India Dynamic Equity USD Institutional |
The investment objective of the Sub-Fund is to achieve medium to long-term growth through investment primarily in growth oriented Indian stocks which are listed on the BSE and NSE exchanges in India. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Ajay Tyagi 15/07/2015 | ||
Inception Date 15/07/2015 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI India NR USD | Morningstar India TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for UTI India Dynamic Equity USD Institutional | 31/03/2024 |
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Top 5 Holdings | Sector | % |
ICICI Bank Ltd | Financial Services | 6.39 |
HDFC Bank Ltd | Financial Services | 6.02 |
Bajaj Finance Ltd | Financial Services | 5.88 |
LTIMindtree Ltd | Technology | 4.75 |
Avenue Supermarts Ltd | Consumer Defensive | 4.17 |
Increase Decrease New since last portfolio | ||
UTI India Dynamic Equity USD Institutional |