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UTI - Mis Advantage Plan

Rating (source: Value Research)
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:

    Hybrid : Monthly Inc

  • DATE OF INCEPTION:

    16/12/2003

  • INVESTMENT PLAN:

    Not Applicable

  • FUND SIZE (Rs.Cr):

    968.80 (as of 31st May 2017)

  • NUMBER OF INVESTORS:

    32584 (as of 31st May 2017)

  • MINIMUM INVESTMENT:

    Monthly Dividend / Monthly Payment Plan - Rs.25,000/-Flexi Dividend / Growth Plan - Rs.5,000/

  • LAT DIVIDEND:

    Not Applicable

  • BONUS:

    Not Applicable

Performance

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

OPTIONS AVAILABLE
SIP & SWP

Period Returns (%)
2014-2015 21.11
2015-2016 4.32
2016-2017 12.65
Since Inception 10.19

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Other facilities available on www.utimf.com (desktop version)

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

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