UTI Dual Advantage FTF - Series IV - III - Regular - Growth+0.02%

5.70%
1 Year Return
Debt
Marginal Equity
3.0 star
1Y

Fund Details

UTI Dual Advantage FTF - Series IV - III - Regular - Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio2.28%
NAV11.1 (20 May 2019)
Fund Started09 Feb 2017
Fund Size56 Cr

Returns

1Y
3Y*
5Y*
Since inception*
UTI Dual Advantage FTF - Series IV - III - Regular - Growth
5.7%
NA
NA
4.7%
Category Average
4.9%
6.7%
4.6%
-
Rank within category
53
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    30
    with 5.7% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    National Bank For Agriculture & Rural DevelopmentFinancialDebenture10.7%
    FinancialDebenture10.1%
    Power Finance Corpn. Ltd.FinancialBonds10.0%
    Indian Railway Finance Corpn. Ltd.FinancialBonds9.4%
    Rajasthan StateOthersSDL9.3%
    BMW India Financial ServicesFinancialDebenture9.3%
    LIC Housing Finance Ltd.FinancialDebenture8.3%
    FinancialDebenture5.9%
    FinancialEquity1.2%
    EnergyEquity1.0%
    See All

    Fund Managers

    About Axis Mutual Fund

    Axis Mutual Fund started their mutual fund on 04/09/2009 and its managing total assets of ₹69,145 Cr. Its ranked at 10 as per total assets at end of 30th Sep 2017.

    Axis mutual fund was established in October 2009 and since then it has made a mark in the mutual fund industry. Axis mutual fund claims that the reason for it to reach the peak of success is because of the three principles they follow strictly, which is, long-term wealth creation, customer's view and long-term relationship.

    Axis Mutual Fund houses more than 50 schemes, it has over 20 lac investors investing with them and is present in over 90 cities.Their main motto is to take any fund decision keeping a customer centric approach in mind. The AMC commits to keep investors at the heart of every decision.

    They also believe in leveraging the equity of the brand 'Axis' and aim at building a relationship with stakeholders. Axis wants its investors to think long-term when it comes to mutual fund investing and they want their investors to optimize their money through mutual funds.

    Address
    Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai 400025
    Phone
    022-43255161
    Launch Date
    3 Sep 2009
    UTI Mutual Fund
    Asset Management Company
    Custodian
    Stock Holding Corp. of India Ltd.
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    NAV (20 May 2019)   11.12
    Enter investment amount
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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