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UTI - Master Equity Plan Unit Scheme

UTI Mutual Fund ELSS - Tax Saver Fund Active Stock Picker As of 2026-05-31
Holdings
65
Well diversified
Top 10 weight
49%
Concentration
Active share
51%
Active Stock Picker
Equity
-
Asset allocation

Portfolio

33Sectors 10High-conviction bets 27%Top sector wt. -Cash

Market-cap allocation

Large cap80%
Mid cap9%
Small cap2%

Asset allocation

Asset mix not available.

Top holdings

NET CURRENT ASSETSCASH_EQUIVALENT
3.1%

AI Smart summary

Pros

  • Well-diversified across 65 holdings.
  • Large-cap tilt (80%) - relatively stable.

Cons

  • Concentrated in Banks - watch sector risk.

Auto-generated from fund metrics. Educational only - not investment advice.

Peer comparison

Other funds in ELSS - Tax Saver Fund.

PGIM INDIA ELSS TAX SAVER FUND95 holdings · 54% AS
EDELWEISS ELSS TAX SAVER FUND94 holdings · 53% AS
SBI ELSS Tax Saver Fund77 holdings · 63% AS
Shriram ELSS Tax Saver Fund75 holdings · 54% AS

Sector exposure

Full industry / sector breakdown aggregated from the fund's holdings.

Banks26.6%
IT - Software8.9%
Automobiles6.1%
Petroleum Products6.0%
Retailing5.4%
Consumer Durables4.9%
Construction4.4%
Telecom - Services4.1%
Finance3.9%
Pharmaceuticals & Biotechnology3.0%
Insurance2.1%
Ferrous Metals2.1%
Cement & Cement Products1.9%
Agricultural Food & other Products1.5%