Comprehensive analysis of UTI-Master Equity Plan Unit Scheme (1363) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
UTI Asset Management Company Ltd
Aims at securing for the investors capital appreciation by investing the funds of the scheme in equity shares of companies with good growth prospects.
A comprehensive at-a-glance view of key mutual fund health indicators
Moderate Returns
High Risk
Moderate Expenses
Equity Focused
Experienced Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund manager experience
Market exposure level
Outperformance vs benchmark
Historical performance consistency
Recent performance momentum
Fund management costs
Assets under management
Risk-adjusted returns
This fund has outperformed its benchmark by 4.39% over the 3Y period.
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| HDFC Bank Ltd | Banks | 9.80% |
| HDFC Bank Ltd | Banks | 9.75% |
| ICICI Bank Ltd | Banks | 8.44% |
| ICICI Bank Ltd | Banks | 8.01% |
| Infosys Ltd | IT - Software | 5.31% |
| Infosys Ltd | IT - Software | 5.14% |
| Bharti Airtel Ltd | Telecomm-Service | 4.58% |
| Bharti Airtel Ltd | Telecomm-Service | 4.48% |
| Bajaj Finance Ltd | Finance | 4.00% |
| Kotak Mahindra Bank Ltd | Banks | 3.95% |
Compare against ELSS category average
This comparison shows how the fund performs relative to the ELSS category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in ELSS category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Franklin India ELSS Tax Saver Fund - Direct (G) | ₹1672.61 | 2.74% | 6.49% | 25.73% |
| HDFC ELSS Tax Saver Fund - Direct (G) | ₹1535.25 | 7.71% | 9.01% | 27.57% |
| Franklin India ELSS Tax Saver Fund - Regular (G) | ₹1500.73 | 2.34% | 5.65% | 24.71% |
| HDFC ELSS Tax Saver Fund (G) | ₹1422.30 | 7.40% | 8.36% | 26.80% |
| ICICI Pru ELSS Tax Saver Fund - Direct (G) | ₹1039.31 | 6.78% | 8.95% | 21.33% |
| ICICI Pru ELSS Tax Saver Fund - (G) | ₹936.59 | 6.45% | 8.27% | 20.56% |
| Sundaram ELSS Tax Saver Fund - Direct (G) | ₹547.67 | 4.32% | 5.47% | 20.41% |
| Sundaram ELSS Tax Saver Fund - Direct (IDCW-H) | ₹547.11 | 4.32% | 5.47% | 20.39% |
| Sundaram ELSS Tax Saver Fund - Regular (G) | ₹512.42 | 4.05% | 4.91% | 19.74% |
| SBI ELSS Tax Saver Fund - Direct (G) | ₹479.64 | 4.37% | 5.08% | 30.46% |
A seasoned investment professional with over 22 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.