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UTI - Spread Fund

Rating (source: Value Research)
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 capital appreciation and dividend distribution through arbitrage opportunities arising out of price differences between the cash and derivative market by investing predominantly in equity & equity related securities, derivatives and the balance portion in debt securities. However, there can be no assurance that the investment objective of the scheme will be realised.

Investment Information
  • FUND TYPE:

    EQUITY

  • DATE OF INCEPTION:

    22/06/2006

  • INVESTMENT PLAN:

    Not Applicable

  • FUND SIZE (Rs.Cr):

    1143.76 (as of 31st May 2017)

  • NUMBER OF INVESTORS:

    4923 (as of 31st May 2017)

  • MINIMUM INVESTMENT:

    5000

  • LAT DIVIDEND:

    Not Applicable

  • BONUS:

    Not Applicable

Performance

FUND MANAGER
Mr. Kaushik Basu
Kaushik Basu is a B. Com graduate, LLB, ICWA (Inter) and ICS.

OPTIONS AVAILABLE
SIP

Period Returns (%)
2014-2015 7.62
2015-2016 6.47
2016-2017 N.A.
Since Inception 7.69

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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