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UTI - Dividend Yield Fund

Rating (source: Value Research)
Investment Objective

Investment will be made in stocks of those companies engaged in the following areas:
An open-ended equity scheme. It aims to provide medium to long term capital gains and/or dividend distribution by investing predominantly in equity and equity related instruments which offer high dividend yield.

Investment Information
  • FUND TYPE:

    Open Ended

  • DATE OF INCEPTION:

    03/05/2005

  • INVESTMENT PLAN:

    Not Applicable

  • FUND SIZE (Rs.Cr):

    2720.09 (as of 31st Aug 2017)

  • NUMBER OF INVESTORS:

    312639 (as of 31st Aug 2017)

  • MINIMUM INVESTMENT:

    5000

  • LAT DIVIDEND:

    Not Applicable

  • BONUS:

    Not Applicable

Performance

Who should invest?
A diviersified large-mid 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 7.75
2015-2016 1.98
2016-2017 18.50
Since Inception 15.38

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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