UTI MNC Fund Regular Plan Growth - Latest NAV, Returns, Performance & Portfolio

UTI MNC Fund

  • highlight11.52%
  • highlight-2.46(-1.33%)

Start your investment

Min amount: 500

Calculate Returns

Rs. 500 invested monthly becomes Rs. 4.68 Lakhs in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years17.35%
5 Years11.52%
3 Years5.45%
1 Year-7.58%
6 Months-7.63%
Fund Details
ISININF789F01844
RiskHigh Risk
Fund TypeEquity - Other
NAV181.8814
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
Hindustan Unilever Ltd8.23%
Maruti Suzuki India Ltd8.08%
Britannia Industries Ltd6.11%
Mphasis Ltd5.87%
United Spirits Ltd3.81%
Sanofi India Ltd3.8%
GlaxoSmithKline Consumer Healthcare Ltd3.8%
Honeywell Automation India Ltd3.61%
Ambuja Cements Ltd3.48%
Procter & Gamble Hygiene and Health Care Ltd3.42%

About UTI MNC Fund

Being a thematic scheme, it invests in equity shares of Multinational Corporations (MNCs) which have competitive advantage in technology, operational and capital allocation efficiencies. The fund manager allocates resources in those companies which carry low financial leverage coupled with high price leadership capabilities.

Pros & Cons of UTI MNC Fund

UTI MNC Fund offers the following benefits:

  1. Opportunity to grow wealth by investing in the high quality MNCs. 80C of the Income Tax Act.
  2. Fund manager maintains a well-diversified portfolio comprising of technologically and operationally efficient companies.
  3. The fund has a relatively long performance history along with outperforming the category in 3 year and 5 year time horizon. It has beaten the benchmark in 5 year and 10 year time horizon.

Fund Information and Statistics of UTI MNC Fund

i) Inception / Launch date

UTI MNC Fund was launched on 10 July 1998 by UTI Mutual Fund.

ii) Risk level

Being a thematic equity fund, UTI MNC Fund is a high risk bet and suitable for aggressive investors who have a medium to long-term investment horizon of more than 5 years.

iii) Redemption

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

Mrs. Swati Kulkarni, who holds around 26 years of experience with UTI Mutual Funds, has been managing the UTI MNC Fund since August 2005. Before joining the fund house, she had associations with Reliance Industries Ltd.

v) Entry / Exit load

The fund house does not charge any entry load for investing in UTI MNC Fund. However, an entry load of 1% is charged for redemption of units within 364 days from the date of allotment.

Tax benefits of investing in UTI MNC 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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Start your investment

Min amount: 500

Calculate Returns

Rs. 500 invested monthly becomes Rs. 4.68 Lakhs in a period of 20 years
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High Risk

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