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Top 100 Mutual Funds to Invest

Rating (source: Value Research)

NAV as on 09/12/2016 for

Rs. 30.6200.091 (0.3%)
SMS: LNF to 5676756to get scheme details and NAV
  • Overview

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  • Fund
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Investment Objective

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

  • The fund aims to provide long term capital appreciation/dividend distribution by investing predominantly in equity and equity related instruments of top 100 stocks by market capitalisation. There can be no assurance that the investment objectives of the scheme will be realised.
Investment Information
Fund type
Open ended
Date of Inception
20/05/2009
Investment Plan
Dividend Option
Fund size (Rs.Cr)
849.00 (as of 30th Apr 2016 )
Number of investors
190493 (as of 28th Feb 2015 )
Min. Investment
5000
Last Dividend
2.1
Bonus
N.A.
Options Available

Growth option, Dividend option with Payout and Reinvestment

(SIP, SWP & Trigger)

Fund Managers
Fund Manager

Mrs. Swati Kulkarni

Swati Kulkarni is Executive Vice President and Fund Manager – Equities at UTI AMC Ltd.

Know More
Who Should Invest
  1. A diviersified large cap oriented fund with moderate-style of funds management is suitable for all equity investors
Portfolio (as of Nov 2016)

Sectoral Breakdown
(% as compared to Benchmark)

Market Capitalisation (%)

Large Mid Small
69.00 29.00 2.00

View complete asset allocation

This product is suitable for investors who are seeking*:

  • Long term capital growth
  • Investment predominantly in equity instruments of Top 100 companies by market capitalisation
  • Moderately High 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
69.00 29.00 2.00
Detailed Portfolio (as of 30th Nov 2016)
Equity % to NAV
CUMMINS INDIA LTD. 1.39
BHARAT ELECTRONICS LTD. 1.88
RAMCO CEMENTS LTD. 1.84
SUN PHARMACEUTICALS INDUSTRIES LTD. 1.79
CHOLAMANDALAM INVESTMENT & FINANCE COMPANY LTD 1.74
INDRAPRASTHA GAS LTD 1.70
SHREE CEMENT LTD. 1.68
MRF LTD. 1.67
BHARAT FORGE LTD. 1.56
OTH 19.41
HAVELLS INDIA LTD. 1.49
ADITYA BIRLA NUVO LTD. 1.37
ENDURANCE TECHNOLOGIES LTD. 1.36
TECH MAHINDRA LTD 2.15
NCA 2.85
HERO MOTOCORP LTD. 1.54
ICICI BANK LTD 3.56
TATA CONSULTANCY SERVICES LTD. 2.09
ITC LTD. 2.11
HDFC BANK LTD. 7.69
MARUTI SUZUKI INDIA LTD. 3.59
INDUS IND BANK LTD. 3.52
ULTRATECH CEMENT LTD. 3.50
BHARAT PETROLEUM CORPORATION LTD. 3.48
BOSCH LTD. 2.54
INFOSYS LTD. 6.32
BANK OF BARODA 2.30
MAHINDRA & MAHINDRA LTD. 3.20
LARSEN & TOUBRO LTD. 2.54
SKF INDIA LTD. 2.62
AXIS BANK LTD. 2.74
RELIANCE INDUSTRIES LTD. 2.78
Fund Manager - Biography
Fund Manager

Mrs. Swati Kulkarni

Swati Kulkarni is Executive Vice President and Fund Manager – Equities at UTI AMC Ltd.

After her graduation in Commerce, she went on to earn her Masters in Financial Management from Narsee Monjee Institute of Management Studies from University of Mumbai, where she also distinguished herself as a rank holder. Swati holds CFA charter conferred by CFA Institute, USA. She is also a Certified Associate of Indian Institute of Bankers (CAIIB).

Swati has a professional experience of 20 years, 19 years of which she has been with UTI AMC. She has been a Fund Manager since 2004. Earlier she was part of the Fund Management team involved in analyzing companies across sectors, while assisting the Fund Managers. She has handled Mutual Fund Research, Market Research, Product Reviews and Quantitative Analysis as part of the Research and Planning team at UTI. Her previous assignment was with Reliance Industries Ltd in the Financial Planning Cell.

Swati was recognised among the top three India’s Best Fund Managers in Equity category by Outlook Money in 2010.

Minimum Investment Amount Rs. 5000/-
Period of Holding < 1 Year >= 1 Year
Entry Load Nil Nil
Exit Load(as % of NAV) 1% Nil
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