| Launch date | 29 Apr 2025 |
| Allotment date | 16 May 2025 |
| End date | 13 May 2025 |
| NAV | ₹10.00 |
Expense ratio, exit load and tax
Expense ratio: NA
Inclusive of GST
Exit load
Exit load of 1%, if redeemed within 90 days.
Stamp duty
0.005% (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.
Minimum investment amounts
| Min. for 1st investment | ₹1,000 |
| Min. for 2nd investment onwards | ₹1,000 |
| Min. for SIP | ₹500 |
Fund management
Karthikraj LakshmananApr 2025 - PresentView details
Fund house & investment objective
| Rank (total assets) | #8 in India |
|---|---|
| Total AUM | ₹3,58,603.33Cr |
| Date of Incorporation | 14 Nov 2002 |
|---|
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 14 Nov 2002. Karthikraj Lakshmanan is the Current Fund Manager of UTI Multi Cap Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,58,603 Cr and the Latest NAV as of 21 May 2025 is ₹9.98. The UTI Multi Cap Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹1,000. Exit load of 1%, if redeemed within 90 days. ;
Investment Objective
The scheme seeks to generate long-term capital appreciation by investing predominantly in equity and equity related securities of companies across the market capitalization spectrum. ;
| Fund benchmark | Nifty 500 Multicap 50:25:25 Total Return Index |
|---|
Fund house contact details
Peer Comparison
| Equity, Multi Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Kotak Multicap Fund Direct Growth | 4 | 8.1% | 28.3% | 16,786.98 |
Nippon India Multi Cap Fund Direct Growth | 5 | 7.5% | 27.9% | 40,261.14 |
HDFC Multi Cap Fund Direct Growth | 4 | 8.0% | 26.6% | 16,625.28 |
ICICI Prudential Multicap Fund Direct Plan Growth | 4 | 10.7% | 24.9% | 14,504.64 |
Baroda BNP Paribas Multi Cap Fund Direct Growth | 4 | 6.1% | 22.2% | 2,705.20 |
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