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UTI - India Lifestyle Fund

Rating (source: Value Research)

NAV as on 09/12/2016 for

Rs. 20.1090.0858 (0.43%)
SMS: LNF to 5676756to get scheme details and NAV
  • Overview

  • Performance

  • Portfolio

  • Fund
    Manager
  • Scheme
    Documents
  • Load
    Structure
  • Management
    Commentary
  • Creation Unit/
    Portfolio
Investment Objective

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

  • The investment objective of the scheme is to provide long term Capital appreciation and / or income distribution from a diversified portfolio of equity and equity related instruments of companies that are expected to benefit from changing Indian demographics, Indian Lifestyle and rising consumption pattern. However, there can be no assurance that the investment objective of the scheme will be achieved.
Investment Information
Fund type
CLOSE ENDED
Date of Inception
30/07/2007
Investment Plan
Growth Option
Fund size (Rs.Cr)
25474.80 (as of 30th Nov 2016 )
Number of investors
63712 (as of 30th Nov 2016 )
Min. Investment
5000
Last Dividend
N.A.
Bonus
N.A.
Options Available

Growth option, Dividend option with Payout and Reinvestment

(SIP & Trigger)

Fund Managers
Fund Manager

Mr. Lalit Nambiar

Lalit Nambiar is a Commerce Graduate and has done his Masters of Management Studies (MMS) and Chartered Financial Analyst (CFA).

Know More
Portfolio (as of Nov 2016)

Sectoral Breakdown
(% as compared to Benchmark)

Market Capitalisation (%)

Large Mid Small
82.00 14.00 0.00

View complete asset allocation

This product is suitable for investors who are seeking*:

  • Long term capital growth
  • Investment in equity instruments of companies that are expected to benefit from changing Indian demographics and indian lifestyles
  • High Risk Level

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

Scenario 1:
Mr.Singh has invested Rs.1,00,000 in this fund since December 2000. See how his funds have performed over time.

Scenario 2:
Mr.Singh has invested Rs.1,00,000 in this fund since December 2000. See how his funds have performed over time.

Sectoral Breakdown (as of 30th Nov 2016)
Asset Allocation (as of 30th Nov 2016)

Market Capitalisation (%)

Large Mid Small
82.00 14.00 0.00
Detailed Portfolio (as of 30th Nov 2016)
Equity % to NAV
ASIAN PAINTS LTD. 1.00
GAIL (INDIA) LTD. 1.46
TATA CHEMICALS LTD. 1.45
CRISIL LTD 1.33
CADILA HEALTHCARE LTD. 1.30
VARDHMAN TEXTILES LTD. 1.29
MAHINDRA & MAHINDRA LTD. 1.25
WIPRO LTD. 1.18
TECH MAHINDRA LTD 1.12
PHOENIX MILLS LTD 1.07
SHREE CEMENT LTD. 1.00
OTH 23.72
UNITED SPIRITS LTD. 1.73
HINDUSTAN UNILEVER LTD. 1.79
COAL INDIA LTD. 1.05
HDFC BANK LTD. 5.79
MARUTI SUZUKI INDIA LTD. 1.60
RELIANCE INDUSTRIES LTD. 6.02
NCA 3.48
INFOSYS LTD. 5.59
HDFC LTD. 5.20
ICICI BANK LTD 4.40
LARSEN & TOUBRO LTD. 3.87
ITC LTD. 3.78
AXIS BANK LTD. 1.79
TATA MOTORS LTD. 2.54
OIL & NATURAL GAS CORPORATION LTD. 2.46
BHARTI AIRTEL LTD. 2.34
TATA CONSULTANCY SERVICES LTD. 2.29
SUN PHARMACEUTICALS INDUSTRIES LTD. 2.13
MANPASAND BEVERAGES LIMITED 2.11
STATE BANK OF INDIA 2.87
Fund Manager - Biography
Fund Manager

Mr. Lalit Nambiar

Lalit Nambiar is a Commerce Graduate and has done his Masters of Management Studies (MMS) and Chartered Financial Analyst (CFA). He has been associated with UTI AMC Ltd. since December 2006. He is presently functioning as a Co-Fund Manager & Head of Research. He has an overall industry experience of 15 years having worked with good corporates like IIT Investrust Ltd., UTI Securities Exchange Ltd. and SBI Capital Markets Ltd.

Minimum Investment Amount Rs. 5000/-
Entry Load Nil
Exit Load(as % of NAV) Less than one year - 1%
Greater than or equal to one Year - Nil
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