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UTI - Mastershare Unit Scheme

Rating (source: Value Research)
Investment Objective

This scheme aims at securing for the unitholders capital appreciation by investing the funds of the scheme in equity shares, equity-related instruments and fully convertible bonds/ debentures of companies.

Investment may also be made in issues of partly convertible debentures/bonds including those issued on rights basis subject to the condition that, as far as possible, the non-convertible portion of the debentures/bonds so acquired or subscribed shall be disinvested within a period of twelve months from the date of acquisition.

Investment Information
  • FUND TYPE:

    Open Ended

  • DATE OF INCEPTION:

    15/10/1986

  • INVESTMENT PLAN:

    Not Applicable

  • FUND SIZE (Rs.Cr):

    4196.00 (as of 30th Jun 2017)

  • NUMBER OF INVESTORS:

    512113 (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
Mrs. Swati Kulkarni
Swati Kulkarni is Executive Vice President and Fund Manager – Equities at UTI AMC Ltd.

OPTIONS AVAILABLE
SIP & SWP & Trigger

Period Returns (%)
2014-2015 18.07
2015-2016 1.82
2016-2017 14.25
Since Inception 12.90

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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