UTI Leadership Equity Fund

UTI Leadership Equity Fund is managed by Sanjay Ramdas Dongre. UTI Leadership Equity Fund seeks to generate capital appreciation and/or income distribution by investing the funds in stocks that are "Leaders" in their respective industries/sectors/sub-sector. Existing investors can exit this fund and new investors can skip this one for a better performing fund in this category.

Where does UTI Leadership Equity Fund invest your money?

UTI Leadership Equity Fund is a large cap fund which means most of your money will be invested in stocks of large sized companies. Large cap companies tend to be stable compared to mid cap and small cap companies. And just to give kicker returns the fund has exposure in mid cap companies as well. UTI Leadership Equity Fund has 96% exposure to large sized companies and 3% exposure to mid sized companies.

Suitable for what?
  • Child’s education
  • Child’s Marriage
  • Planning for retirement
  • Home Purchase
Not suitable for what?
  • Creating wealth
  • Short term needs
  • Lifestyle needs
How has UTI Leadership Equity Fund performed in the past?

If you had invested Rs 1 lakh when the fund was launched in Jan 2006, your value of investments would be around Rs 1.67 lakhs. If you had invested Rs 1 Lakh 5 years back the value of your investments would just be around Rs. 1.14 Lakhs. The fund’s performance has been pathetic in comparison to other funds in this category. It has been giving around 2.66% returns to investors who have stayed invested for 5 years. 

Assume you had invested Rs 10,000 every month in UTI Leadership Equity Fund through SIP since inception today you would have around Rs 7.60 lakhs.

Our recommendation for fresh investment
Not Recommended
Our recommendation for existing investment
Not Recommended
What are the charges applicable?

Exit load of 1% is charged if units are redeemed within a year from the date of allotment. No exit load applies for units withdrawn post one year. Expense ratio of UTI Leadership Equity is 2.21%. 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.

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