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UTI Monthly Income Scheme Direct Growth

Hybrid
Conservative Hybrid
Moderate Risk
7.99%
3Y annualised
+0.15% 1D
1M
6M
1Y
3Y
5Y
NAV: 02 May 2018₹36.26
Min. SIP amountNA
Rating3
Fund size₹260.69Cr

Returns and rankings

Category: Hybrid Conservative Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns6.0%8.0%9.2%NA
Category average14.2%7.4%7.4%NA
Rank with in categoryNANANANA
Understand terms

Holdings (33)

NameSectorInstrumentAssets
Afcons Infrastructure Ltd.
ConstructionDebenture9.8%
FinancialDebenture9.7%
CommunicationDebenture9.6%
Jamnagar Utilities and Power Pvt. Ltd.
EngineeringDebenture8.1%
GOI
SovereignGOI Sec7.1%
GOI
SovereignGOI Sec6.0%
Cholamandalam Investment & Finance Co. Ltd.
FinancialNCD5.9%
FinancialBonds5.0%
Edelweiss Asset Reconstruction Company Ltd.
FinancialNCD4.0%
FinancialEquity2.0%
See All

Expense ratio, exit load and tax

Expense ratio: 0.56%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 1 year

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund house & investment objective

Fund house contact details

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