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UTI - Variable Investment Scheme Rating (source: Value Research)
SMS: LNF to 5676756to get scheme details and NAV
  • Overview
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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.
Investment Information
Fund type
Date of Inception
Investment Plan
Fund size (Rs.Cr)
(as of 30th Sept 2010)
Number of investors
(as of 11th Nov 2010)
Min. Investment
Last Dividend
Bonus
Fund Managers
Fund Manager

Ms. Swati Kulkarni

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

Fund Manager's View
Performance (as of 17th May 2012)

Absolute Returns

Period Returns (%)
2009-2010 N.A.
2010-2011 N.A.
2011-2012 N.A.
Since Inception N.A.
View detailed performance

Sectoral Breakdown
(% as compared to Benchmark)

Market Capitalisation (%)

Large Mid Small

View complete asset allocation

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.

Market Capitalisation (%)

Large Mid Small
Detailed Portfolio
Equity % to NAV
Fund Manager - Biography
Fund Manager

Ms. 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.

No Document For Download
Load Structure
Purchase Entry Load Exit Load
Lumpsum Nil < 1 year - 1%
>= 1 year - Nil
SIP Nil < 1 year - 1%
>= 1 year - Nil
Minimums for Lumpsum or SIPs (Rs.)
Plan Investment in Rupees
Fresh Purchase Rs.500/-
Additional Purchase Rs.500/-
Redemption Rs.500/-
SIP Options
Options Minimum Investment Amount Minimum Installment Installment Dates Offer
Monthly Rs.500/- per month and in multiples of Rs.1/- thereafter 6 1st or 7th or 15th or 25th of the month
Quarterly Rs.1500/- per quarter and in multiples of Rs.1/- thereafter 4 1st or 7th or 15th or 25th of the month
Our 3 step
online application process
1
Register at invest@uti to buy funds online.
2
Fill up the online application form and make payments online.
3
Print and sign the form and send it with required documents at our nearest office or our executive will come and collect them
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Disclaimer:
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

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