UTI Multi Cap Fund Direct Growth-0.68%

2
14.54%
1 Year Return
Equity
Multi Cap
2.0star
6M
1Y
3Y

Fund Details

UTI Multi Cap Fund Direct Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio2.12%
NAV14.25 (02 May 2018)
Fund Started22 Aug 2014
Fund Size410 Cr

Returns

1Y
3Y*
5Y*
Since inception*
UTI Multi Cap Fund Direct Growth
14.5%
10.2%
NA
NA
Category Average
5.7%
2.5%
5.1%
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    0
    with 14.5% annual returns

    Comparison

    Data not available
    Pros
    1. 1Y Returns are higher than the category average returns
    2. 3Y Returns are higher than the category average returns
    Cons
    1. Risk-adjusted returns are lower compared to the category

    Top Holdings

    NameSectorInstrument% Assets
    ITC Ltd.FMCGEquity8.7%
    ICICI Bank Ltd.FinancialEquity8.6%
    Aditya Birla Fashion and Retail Ltd.ServicesEquity8.5%
    HDFC Bank Ltd.FinancialEquity8.2%
    Infosys Ltd.TechnologyEquity4.9%
    Interglobe Aviation Ltd.ServicesEquity3.8%
    Maruti Suzuki India Ltd.AutomobileEquity3.5%
    Indusind Bank Ltd.FinancialEquity2.4%
    Mahindra & Mahindra Financial Services Ltd.FinancialEquity2.2%
    Muthoot Finance Ltd.FinancialEquity2.1%
    See All

    Fund Managers

    UTI Multi Cap Fund Direct Growth Details

    UTI Multi Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 22 Aug 2014. Sachin Trivedi is the Current Fund Manager of UTI Multi Cap Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹410 Cr and the Latest NAV as of 02 May 2018 is ₹14.25.

    The UTI Multi Cap Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Exit load of 1% if redeemed less than 1 year

    Investment Objective

    An open ended equity fund seeking to generate long term capital appreciation by investing in equity & equity related instruments across market capitalization, fixed income securities and money market instruments.

    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.

    Scheme Information Document(SID)

    Not Supported
    Min for First Investment
    Not Supported
    Min for Second Investment
    Exit load of 1% if redeemed less than 1 year
    Exit Load

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    About UTI Mutual Fund

    Address
    UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East) Mumbai 400051
    Phone
    022-66786666
    Launch Date
    01 Feb 2003
    Website
    NA
    UTI Mutual Fund
    Asset Management Company
    Custodian
    NA
    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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