UTI MNC Fund Direct Growth

Equity
Sectoral / Thematic
Very High Risk
16.30%
3Y annualised
+0.03% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 17 Mar 2023₹285.21
Min. SIP amount₹500
RatingNA
Fund size₹2,366.05Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Sectoral / Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns2.4%16.3%7.7%14.0%
Category average-0.5%18.8%6.9%NA
Rank with in category132NA
Understand terms

Holdings (35)

NameSectorInstrumentAssets
Maruti Suzuki India Ltd.AutomobileEquity8.7%
Nestle India Ltd.Consumer StaplesEquity7.0%
Hindustan Unilever Ltd.Consumer StaplesEquity6.9%
Schaeffler India Ltd.Capital GoodsEquity5.6%
Mphasis Ltd.TechnologyEquity5.0%
Britannia Industries Ltd.Consumer StaplesEquity4.8%
United Spirits Ltd.Consumer StaplesEquity4.1%
Honeywell Automation India Ltd.Capital GoodsEquity4.1%
Grindwell Norton Ltd.Metals & MiningEquity4.0%
Procter & Gamble Hygiene and Health Care Ltd.Consumer StaplesEquity3.9%
See All

Pros and cons

Category: Equity Sectoral / Thematic

Pros

Cons

Consistently top ranked fund
3Y annualised returns lower than category average by 2.52%
Lower expense ratio: 1.24%
1Y, 5Y and 10Y annualised returns higher than category average

Expense ratio, exit load and tax

Expense ratio: 1.24%

Inclusive of GST

Exit load

Exit load of 1% if redeemed less than 1 year

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Karthikraj Lakshmanan
Nov 2022 - Present
View details

Education
Mr. Lakshmanan is Commerce Graduate, PGDBM (from SPJIMR, Mumbai), CA and has cleared CFA Level 3 (US CFAI).
Experience
Prior to joining UTI Mutual Fund, he was associated with Baroda BNP Paribas AMC (Jul 14, 2008), ICICI Prudential AMC as Senior Research Analyst (Mar 9, 2007-Jul 10, 2008), Goldman Sachs Services Pvt. Ltd. as Business Analyst (Apr 3, 2006-Mar 6, 2007) and with ICICI Bank as Management Trainee.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
UTI Tower, 'GN' Block,Bandra-Kurla Complex,Bandra (East), Mumbai 400051
Phone
022- 66786666 / 66786354 / 1800-22-1230
Launch Date
14 Nov 2002
Website
NA
UTI Mutual Fund
Asset Management Company
Custodian
Stock Holding Corp. of India Ltd.
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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