3 Year return
16.77%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹2767.03 Cr.
Expense Ratio
1.16% (inclusive of GST)
Exit Load
1.00% - If redeemed / switched out less than one year from the date of allotment. Nil - If redeemed / switched out greater than or equal to one year from the date of allotment.
Tax Implications
Withdrawal within 1 year
Exit load + 15% tax on gains
Withdrawal after 1 year
10% tax on gains over ₹1 Lakh per financial year
Fund Holdings
UTI Mutual Fund Managers
SK
Swati Kulkarni
Fund Manager since Dec 2006
Fund House Details
UTI Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
|
Funds
|
3 Y Returns
|
ARQ Rating
|
|---|---|---|
|
Quant Infrastructure Fund IDCW Direct Plan Payout |
41.16% |
0 |
|
Invesco India PSU Equity Fund Direct Plan IDCW (Payout / Payout) |
41.43% |
0 |
|
Invesco India Infrastructure Fund Direct Plan IDCW (Payout / Payout) |
38.03% |
0 |
Schemes by UTI Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
UTI Aggressive Hybrid Fund Direct Plan IDCW Payout
Hybrid . Aggressive Hybrid Fund
UTI Aggressive Hybrid Fund Direct Plan IDCW Reinvestment
Hybrid . Aggressive Hybrid Fund
UTI Aggressive Hybrid Fund Direct Plan Growth
Hybrid . Arbitrage Fund
UTI Arbitrage Fund Direct Plan Growth
Hybrid . Arbitrage Fund
UTI Arbitrage Fund Direct Plan IDCW Payout
About UTI MNC Fund Growth Direct
UTI MNC Fund Growth Direct is an open-ended equity plan that invests largely in equities and equity-related securities of multinational companies. The thematic MNC fund under the UTI Mutual Fund house offers a unique offering that allows for diversification, owing in part to the sector mix of the underlying index. The benchmark for this scheme is NIFTY MNC Total Return Index.
Investment Objective of The Scheme
The scheme's main goal is to achieve long-term capital appreciation through investments primarily in equities and equity-related instruments of global corporations. UTI MNC Fund Growth aims to invest in businesses with low financial leverage and a high potential for setting pricing trends in their respective industries. The fund offers a unique portfolio of high-quality MNCs, which are often not owned by many equities funds.
Key Features of The Fund
| 5-year return | 14.75% |
| Expense Ratio | 1.16% |
| Fund Manager | Swati Kulkarni |
| Fund Size | ₹2767.03 Cr |
| Risk Profile | Very High |
Is This Scheme Right for Me?
If you are an investor wishing to increase exposure to reputable MNC stocks to their core equities portfolio, seeking a market cap-neutral fund, and are prepared to accept a short-term divergence in returns from the broad indexes, UTI MNC Fund Growth could be an option to consider. This scheme is ideal for Investors who are ready to invest their capital in a themed portfolio and broaden their risk spectrum.
AMC Contact Details
| Name | UTI Mutual Fund |
| Launch Date | January 2003 |
| Addresss | First Floor, Unit No. 2, Block ‘B’, JVPD Scheme, Gulmohar Cross Road No. 9, Andheri (West), Mumbai – 400049. |
| Contact | 1800 266 1230(+91) 022 6227 8000022 – 68990800 |
| service@uti.co.in | |
| Website | https://www.utimf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
FAQs
What is today's NAV of UTI MNC Fund?
What is the AUM of UTI MNC Fund?
What is the expense ratio of UTI MNC Fund?
What are the returns of UTI MNC Fund since inception?
What is the minimum SIP amount to invest in UTI MNC Fund?
How do I invest in UTI MNC Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in UTI MNC Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in UTI MNC Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in UTI MNC Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
