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UTI - Monthly Income Plan & Scheme

Rating (source: Value Research)

NAV as on 24/01/2017 for

Rs. 12.3690.0291 (0.24%)
  • Overview

  • Performance

  • Portfolio

  • Fund
  • Scheme
  • Load
  • Management
  • Creation Unit/
Investment Objective

The scheme aims at distributing income, if any, periodically.

Investment Information
Fund type
Hybrid Monthly Incom
Date of Inception
Investment Plan
Dividend Option
Fund size (Rs.Cr)
278.86 (as of 31st Dec 2016 )
Number of investors
14892 (as of 31st Dec 2016 )
Min. Investment
Growth Option:1000/- Income Option: 10000/-
Last Dividend
Options Available


Fund Managers
Fund Manager

Mr. Amandeep Singh Chopra

Mr. Amandeep Singh Chopra is a graduate from St. Stephens College, Delhi and an MBA from FMS, Delhi.

Fund Manager's View
Portfolio (as of Dec 2016)

Sectoral Breakdown
(% as compared to Benchmark)

Market Capitalisation (%)

Large Mid Small
87.00 13.00 0.00

View complete asset allocation

This product is suitable for investors who are seeking*:

  • Regular income over medium-term
  • Investment in equity instruments (maximum-15%) and fixed income securities (debt and money market securities)
  • Moderate Level

* Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Asset Allocation (as of 31st Dec 2016)

Market Capitalisation (%)

Large Mid Small
87.00 13.00 0.00
Detailed Portfolio
Equity % to NAV
Investment Objective

Investment will be made in stocks of those companies engaged in the following areas:

  • Petro sector, power generation, storage of energy, companies which are into manufacturing of equipment related to energy development & covering industries.
  • Companies involved in consulting and financing these businesses.
Plan Investment in Rupees
Minimum Investment Amount Minimum amount of investment is Rs.10000/- and multiples of Rs.1/-
Subsequent minimum investment amount is Rs.1000/- and in multiples of Rs.1/-
Load Structure
Period of Holding Entry Load Exit Load
(as % of NAV)
< = 365 days Nil 1.00%
> 365 days Nil NIL
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Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

DESIGNED BY : Indigo Consulting
DEVELOPED BY :   Prosares Solution Pvt Ltd