UTI Energy Fund

UTI Energy Fund is a sector-specific fund. This fund is managed by Anoop Bhaskar. Its performance has lacked sheen like other funds investing in this sector. Exit the fund if you hold units in it.

Where does UTI Energy Fund invest your money?

UTI Energy Fund is an energy sector fund which means your money will be invested in stocks of companies engaging in oil exploration, production and marketing, power generation and distribution, companies manufacturing power equipments, consulting agencies and financing agencies catering to them. Approximately 78.17% of the portfolio is allocated to stocks of large companies. Large cap companies tend to be stable compared to mid cap and small cap companies. UTI Energy Fund has 12.37% exposure to mid size companies and 9.47% exposure to small size companies.

Suitable for what?
  • Creating wealth
  • Lifestyle needs
Not suitable for?
  • Child's education
  • Child's marriage
  • Planning for retirement
  • Home Purchase
Our recommendation for fresh investment
Not Recommended
Our recommendation for existing investment
Not Recommended
How has UTI Energy Fund performed in the past?

If you had invested Rs 1 lakh when the fund was launched at Nov 2007, your value of investments would have dropped to Rs 0.78 lakhs. If you had invested Rs 1 lakh 5 years back it would have become Rs 0.79 lakhs. The performance has been worse than other similar themed mutual funds. The fund has been giving at around -4% every year for those who stayed invested for last 5 years.

Assume you had invested Rs 10,000 every month in UTI Energy Fund through SIP for the past 5 years today you would have around Rs 5.91 lakhs.

What charges apply?

If units are sold within a year an exit load of 1% is deducted from your total returns. No exit load applies for units withdrawn post one year. Expense ratio of UTI Energy Fund is 2.33%. This is charged to recover the fund management company’s expenses on securities’ transactions, commissions, registrar fees, etc. Your mutual fund returns will be total returns less expense ratio.

What are the tax implications?

The returns in an equity mutual fund are absolutely tax free, provided you do not withdraw within 1 year. UTI Energy Fund does not qualify for sec 80C ELSS benefits.

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