UTI Infrastructure Fund Regular Plan Growth
UTI Infrastructure Fund Regular Plan Growth2Morning Star
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Min amount: ₹500
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|Fund Type||Equity - Infrastructure|
|Exit Load||1% for 365 Days|
More about this fund
|Larsen & Toubro Ltd||7.8%|
|ICICI Bank Ltd||6.69%|
|Shree Cement Ltd||6.64%|
|Bharti Airtel Ltd||6.18%|
|State Bank of India||5.84%|
|Axis Bank Ltd||5.82%|
|UltraTech Cement Ltd||4.69%|
|Indraprastha Gas Ltd||3.96%|
|Gujarat Gas Ltd||3.87%|
|Container Corporation of India Ltd||3.23%|
About UTI Infrastructure Fund
Being an open-ended scheme, it invests in equity and equity related securities of companies which are operating in the infrastructure sector of the country. The fund aims to maximize wealth of the investor in the long run and generate income on a regular basis. However, the scheme does not guarantee achievement of fund objectives with certainty due to presence of market risks.
Pros & Cons of UTI Infrastructure Fund
UTI Infrastructure Fund offers the following benefits:
- Opportunity to grow wealth by investing in the fast growing companies in the small-cap sector.
- Fund manager maintains a well-diversified portfolio and takes a small exposure to debt as well.
- The fund has a long performance record in the given segment. It was able to beat the benchmark in the 5 year and 10 year period. But it has not been able to outperform the category as a whole
Fund Information and Statistics of UTI Infrastructure Fund
i) Inception / Launch date
UTI Infrastructure Fund was launched on 7 April 2004 by UTI Mutual Fund.
ii) Risk level
Being a thematic fund, UTI Infrastructure Fund is a high risk bet and suitable for investors who have a long-term investment horizon of more than 5 years.
Redemption of Units will be done by a repurchase/buyback by the fund house. Under normal circumstances, your fund house will dispatch the redemption proceeds within 10 business days from date of receipt of request.
iv) Fund Manager
Mr. Sanjay Dongre, who holds a rich experience in equity research and allied sectors, joined the fund house in July 2000. He has been managing the UTI Infrastructure Fund since November 2005.
v) Entry / Exit load
The fund house does not charge any entry load for investing in UTI Infrastructure Fund. However, an entry load of 1% is charged for redemption of units within 365 days from the date of allotment.
Tax benefits of investing in UTI Infrastructure Fund
The short-term capital gains made on sale of units within 1 year from the date of allotment will be taxed at the rate of 15%. The long term capital gains, over and above Rs 1 lakh, made on sale of units after 1 year from the date of allotment will be taxable at the rate of 10% (without indexation).
About UTI Mutual Fund
UTI Mutual Funds are managed by UTI Asset Management Company Ltd. (UTI AMC). The AMC was established on November 14, 2002 and started functioning in the investment domain from February 1, 2003. The fund attempts to provide an effective combination of the domain leadership in the capital markets coupled with state-of-the-art technological expertise. Efforts are made to offer investing solution which match the risk-return needs of the clients.
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Min amount: ₹500
All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,
- High Risk = High possible returns
- Low Risk = Stable, relatively lower returns