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Vishal Chopda

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Fund Manager at UTI Mutual Fund

₹6,793 Cr

AUM

3

Schemes

About Vishal Chopda

MBA (Finance) from MDI Gurgaon, Chartered Financial Analyst (CFA). Currently managing UTI Focused Equity Fund (maximum 30 stocks across market caps), UTI Long Term Equity Fund (Tax Saving/ELSS - diversified equity fund with tax benefit under 80C), UTI India Consumer Fund (consumption thematic fund), UTI Children’s Career Fund - Investment Plan (diversified fund with 100% equity allocation) and equity portion of UTI Children’s Career Fund - Savings Plan (diversified fund with 40% equity allocation). Managing funds with Blend style. Have tracked stocks in Consumer (Staples, Discretionary & Durables), Retail, Cement, Building Materials and Telecom sector over past 11 years. Specialties: Equity Valuation, Company Analysis, Industry Analysis, Financial Modeling, Financial Statement Analysis.

Funds managed by Vishal Chopda

All Funds

Equity

NameExpense RatioExit LoadFund size
1Y
UTI Focused Equity Fund Direct Growth

Very High Risk

0.55%1.00%₹2738.29 Cr36.5%
UTI Long Term Equity Fund Direct Growth

Very High Risk

0.83%-₹3918.51 Cr34.5%
UTI India Consumer Fund Direct Growth

Very High Risk

1.54%1.00%₹660.51 Cr38.6%

Experience

Fund Manager

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UTI Mutual Fund

Equity Research Analyst

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UTI Mutual Fund

Analyst

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CREDIT ANALYSIS AND RESEARCH LIMITED (CARE Ratings)

Summer Intern

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American Express India Pvt. Ltd.

Assistant Systems Engineer

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Tata Consultancy Services

Education

Management Development Institute, Gurgaon, Master of Business Administration (MBA), Finance/Strategy.

ESCP Business School, Master of Business Administration (MBA), Finance/Strategy.