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UTI - Equity Fund

Rating (source: Value Research)
Investment Objective

Investment will be made in stocks of those companies engaged in the following areas:
UTI Equity Fund is open-ended equity scheme with an objective of investing at least 80% of its funds in equity and equity related instrument with medium to high risk profile and upto 20% in debt and money market instruments with low to medium risk profile.

Investment Information
  • FUND TYPE:

    Open ended Equity Fu

  • DATE OF INCEPTION:

    18/05/1992

  • INVESTMENT PLAN:

    Not Applicable

  • FUND SIZE (Rs.Cr):

    5163.00 (as of 30th Jun 2017)

  • NUMBER OF INVESTORS:

    738013 (as of 28th Feb 2015)

  • MINIMUM INVESTMENT:

    5000

  • LAT DIVIDEND:

    Not Applicable

  • BONUS:

    Not Applicable

Performance

Who should invest?
A diviersified large cap oriented fund with conservative-style of funds management is suitable for all equity investors

FUND MANAGER
Mr. Anoop Bhaskar is a B.Com graduate from the Delhi University and a MBA (Finance) from SIBM, Pune.
He has over 16 years of experience in the Finance & Research. Mr. Bhaskar has assumed the role of Head - Equity at UTI AMC since April, 2007.

OPTIONS AVAILABLE
SIP & SWP & Trigger

Period Returns (%)
2014-2015 19.22
2015-2016 2.61
2016-2017 13.40
Since Inception 12.20

You can view portfolio, fees, document and more on the full website

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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