Ask Value Research

Supplementary Fund

Find out which fund between UTI Equity & UTI Opportunities is more suited to your portfolio

Will UTI Equity, UTI Opportunities be a good supplementary fund to my 49 per cent exposure to HDFC Equity and HDFC Top 200 from my portfolio?
-Jitendra

UTI Equity and UTI Opportunities happen to be managed by the same fund manager. UTI Equity seems to be a better bet if you're looking for a more consistent and diverse offering. UTI Opportunities has the mandate to take more focused bets. Both funds have done reasonably well in the past 3-4 years, but UTI Equity will be the better fund to supplement your current holdings.

You should also be aware that there is a great degree of commonality between HDFC Top 200 and HDFC Equity, which might not be meaningful to your overall portfolio. You would do well by investing in only one of the two.

This article was originally published on June 07, 2012.

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