Fund Details
UTI MNC Fund Regular Plan Growth
| Risk | High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 2.10% |
| NAV | ₹224.37 (27 Jan 2021) |
|---|---|
| Fund Started | 15 Apr 1998 |
| Fund Size | ₹2,309 Cr |
Returns
Comparison
1. Age is more than 10 years
2. Risk is lower compared to the benchmark
3. 1Y Returns are higher than the benchmark
4. Age is more than 10 years
1. Risk-adjusted returns are lower compared to the category
2. Higher expense ratio
3. 3Y Returns are lower than the benchmark
4. 5Y Returns are lower than the benchmark
5. 10Y Returns are lower than the benchmark
6. Risk-adjusted returns are lower compared to the category
7. Higher expense ratio - 2.39%
8. 1Y Returns are lower than the category average returns
9. 3Y Returns are lower than the category average returns
10. 5Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Maruti Suzuki India Ltd. | Automobile | Equity | 8.2% |
| Hindustan Unilever Ltd. | FMCG | Equity | 7.9% |
| Nestle India Ltd. | FMCG | Equity | 7.3% |
| Britannia Industries Ltd. | FMCG | Equity | 6.5% |
| Mphasis Ltd. | Technology | Equity | 5.7% |
| Whirlpool Of India Ltd. | Cons Durable | Equity | 5.2% |
| Sanofi India Ltd. | Healthcare | Equity | 5.1% |
| Honeywell Automation India Ltd. | Engineering | Equity | 4.9% |
| Ambuja Cements Ltd. | Construction | Equity | 4.8% |
| Procter & Gamble Hygiene & Health Care Ltd. | FMCG | Equity | 3.5% |
Fund Managers
UTI MNC Fund Regular Plan Growth Details
UTI MNC Fund Regular Plan Growth is a Equity Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 15 Apr 1998. Swati Kulkarni is the Current Fund Manager of UTI MNC Fund Regular Plan Growth fund.The fund currently has an Asset Under Management(AUM) of ₹2,309 Cr and the Latest NAV as of 27 Jan 2021 is ₹224.37.
The UTI MNC Fund Regular Plan Growth is rated High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed less than 1 year
Investment Objective
The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of multinational companies.
Tax Implications
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.
