1M
6M
1Y
3Y
5Y
All
| NAV: 13 May 2024 | ₹55.55 |
| Min. SIP amount | ₹500 |
| Rating | 1 |
| Fund size | ₹609.99Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Equity Sectoral / Thematic
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 32.3% | 18.9% | 17.5% | 12.7% |
| Category average | 33.5% | 21.3% | 19.2% | NA |
| Rank with in category | 8 | 11 | 10 | NA |
Understand terms
Holdings (41)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Maruti Suzuki India Ltd. | Automobile | Equity | 7.80% |
Bharti Airtel Ltd. | Communication | Equity | 6.50% |
Avenue Supermarts Ltd. | Services | Equity | 5.55% |
Trent Ltd. | Services | Equity | 5.53% |
Godrej Consumer Products Ltd. | Consumer Staples | Equity | 4.80% |
Nestle India Ltd. | Consumer Staples | Equity | 4.11% |
Titan Company Ltd. | Consumer Discretionary | Equity | 3.88% |
ITC Ltd. | Consumer Staples | Equity | 3.86% |
Tata Motors Ltd. | Automobile | Equity | 3.32% |
Hero Motocorp Ltd. | Automobile | Equity | 3.12% |
See All
Expense ratio, exit load and tax
Expense ratio: 1.57%
Inclusive of GST
Exit load
Exit load of 1% if redeemed within 30 days.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
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.
Understand terms
Check past data
Minimum investment amounts
| Min. for 1st investment | ₹5,000 |
| Min. for 2nd investment onwards | ₹1,000 |
| Min. for SIP | ₹500 |
Fund management
Vishal ChopdaFeb 2018 - PresentView details
Vishal Chopda
Feb 2018 - Present
View details
Education
Mr. Chopda is BE, PGDM & CFA
Experience
He joined UTI AMC in January 2011 and worked for the past 7 years as Research Analyst. He has previously worked with Care Ratings.
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
UTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
Phone
0263 2296993
Launch Date
14 Nov 2002
E-mail
NAWebsite
www.utimf.com
UTI Mutual Fund
Asset Management Company
Custodian
Stock Holding Corp. of India Ltd.
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]Website
www.karvymfs.comCompare funds
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