A fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
Average of the yearly returns of a mutual fund over a given period.
Absolute returns
The total return of a mutual fund over a given period.
Returns and rankings
Annualised returns
Absolute returns
Name
3Y
5Y
10Y
All
Fund returns
+18.1%
+19.1%
+13.7%
+13.3%
Category average (Equity Sectoral)
+22.4%
+24.9%
+15.4%
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Rank (Equity Sectoral)
18
19
18
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Understand terms
Expense ratio
A fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company's fund assets used for administrative, management, advertising, and other expenses.
Tax
A percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit load
A fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp duty
A form of tax payable for the purchase or sale of an asset or security.
Exit Load
01 Apr 2021
Exit load of 1% if redeemed within 30 days.
06 Apr 2015
Exit load of 1% if redeemed less than 1 year
01 Jul 2014
Exit load of 1% if redeemed within 548 days
02 Sep 2009
Exit load of 1% if redeemed less than 1 year
01 Aug 2009
Exit load of 1% if redeemed less than 3 year
06 Jul 2009
An entry load of 2.25% for investment less than Rs.2 crores. An exit load of 1% for investment less than Rs.2 crores if redeemed within 365 days and 0.50% for investment greater than or equals to Rs 2 crores if redeemed within 180 days.
12 Feb 2007
An entry load of 2.25% for investment less than Rs.2 crores. An exit load of 1% for investment less than Rs.2 crores if redeemed within 180 days and 0.50% for investment greater than or equals to Rs 2 crores if redeemed within 180 days.The above load will be applicable for SIP investments also.
15 Nov 2005
Entry load of 2.25% for investment less than Rs.2 crores.For SIP investments, an entry load of 2.25% for investment less than Rs 2 crores will be charged.
01 Aug 2005
Entry load of 2.25% for investments less than Rs. 25 lakhs and 0.50% for investments equals to & above Rs. 25 lakhs but less than Rs. 2 crores.
11 Oct 2004
Entry load of 2.25% for investments less than Rs. 25 lakhs and 0.50% for investments equals to & above Rs. 25 lakhs but less than Rs. 2 crores.
19 Jul 2004
Entry load of 0.25% for all direct investments of Rs 1 crore and above.
26 Mar 2004
NA
Exit load, stamp duty and tax
Exit load
Exit load of 1% if redeemed within 30 days.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data
Fund management
ST
Sachin Trivedi
Sep 2021 - Present
View details
Education
Mr. Sachin Trivedi is a CFA.
Experience
He began his career in June 2001, with UTI AMC. He has more than 13 years of experience in research and portfolio management. Presently, he leads the Equity research in the capacity of Head – Research. He is also a fund manager
UTI Infrastructure Fund Plan Growth is a Equity Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 14 Nov 2002. Sachin Trivedi is the Current Fund Manager of UTI Infrastructure Fund Plan Growth fund. The fund currently has an Asset Under Management(AUM) of ₹4,00,535 Cr and the Latest NAV as of 09 Jan 2026 is ₹140.22.
The UTI Infrastructure Fund Plan Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Exit load of 1% if redeemed within 30 days.
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Investment Objective
The Scheme seeks to provide long term capital appreciation by investing predominantly in equity and equity related securities of companies engaged either directly or indirectly in the infrastructure areas of the Indian economy.
Fund benchmarkNIFTY Infrastructure Total Return Index