Comprehensive analysis of UTI-Innovation Fund - Regular (G) (44328) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
UTI Asset Management Company Ltd
The scheme intends to provide medium to long-term capital appreciation through investment primarily in growth and innovation-oriented equity and equity-related instruments. However, there is no assurance or guarantee that the investment objective of the scheme will be achieved.
A comprehensive at-a-glance view of key mutual fund health indicators
Weak Returns
High Risk
High Expenses
Equity Focused
New Team
Below Average
Showing 1Y NAV history
Performance across different time periods
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Market exposure level
Outperformance vs benchmark
Recent performance momentum
Historical performance consistency
Risk-adjusted returns
Fund manager experience
Assets under management
Fund management costs
This fund has underperformed its benchmark by 6.79% 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 |
|---|---|---|
| Eternal Ltd | E-Commerce/App based Aggregator | 9.55% |
| Eternal Ltd | E-Commerce/App based Aggregator | 9.54% |
| Info Edge (India) Ltd | E-Commerce/App based Aggregator | 7.61% |
| PB Fintech Ltd | IT - Software | 7.55% |
| PB Fintech Ltd | IT - Software | 7.48% |
| Info Edge (India) Ltd | E-Commerce/App based Aggregator | 7.10% |
| Affle 3i Ltd | IT - Software | 6.49% |
| Affle 3i Ltd | IT - Software | 6.35% |
| FSN E-Commerce Ventures Ltd | E-Commerce/App based Aggregator | 6.25% |
| FSN E-Commerce Ventures Ltd | E-Commerce/App based Aggregator | 6.23% |
Compare against Sectoral / Thematic category average
This comparison shows how the fund performs relative to the Sectoral / Thematic category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Sectoral / Thematic category
| Fund Name | NAV | 3M | 6M | 1Y |
|---|---|---|---|---|
| Aditya Birla SL MNC Fund - Direct (G) | ₹1524.25 | 14.28% | 3.38% | 0.21% |
| Aditya Birla SL MNC Fund - (G) | ₹1370.22 | 14.08% | 3.04% | -0.47% |
| Nippon India Banking&Financial Services-Dir(Bonus) | ₹702.57 | 14.57% | 15.30% | 15.12% |
| Nippon India Banking&Financial Services-Dir(G) | ₹702.57 | 14.57% | 15.30% | 15.12% |
| Nippon India Banking&Financial Services (Bonus) | ₹643.19 | 14.33% | 14.82% | 14.17% |
| Nippon India Banking&Financial Services (G) | ₹643.19 | 14.33% | 14.82% | 14.17% |
| Nippon India Pharma Fund - Direct (Bonus) | ₹575.71 | 9.40% | -1.82% | 16.88% |
| Nippon India Pharma Fund - Direct (G) | ₹575.71 | 9.40% | -1.82% | 16.88% |
| Franklin India Technology Fund - Direct (G) | ₹575.22 | 11.95% | -4.25% | 7.83% |
| ICICI Pru FMCG Fund - Direct (G) | ₹523.66 | 5.43% | 1.39% | 0.04% |
A seasoned investment professional with over 2 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.