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UTI - India Lifestyle 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 long term Capital appreciation and / or income distribution from a diversified portfolio of equity and equity related instruments of companies that are expected to benefit from changing Indian demographics, Indian Lifestyle and rising consumption pattern. However, there can be no assurance that the investment objective of the scheme will be achieved.

Investment Information
  • FUND TYPE:

    CLOSE ENDED

  • DATE OF INCEPTION:

    30/07/2007

  • INVESTMENT PLAN:

    Not Applicable

  • FUND SIZE (Rs.Cr):

    283.00 (as of 31st Jul 2017)

  • NUMBER OF INVESTORS:

    59268 (as of 31st Jul 2017)

  • MINIMUM INVESTMENT:

    5000

  • LAT DIVIDEND:

    Not Applicable

  • BONUS:

    Not Applicable

Performance

FUND MANAGER
Mr. Lalit Nambiar
Lalit Nambiar is a Commerce Graduate and has done his Masters of Management Studies (MMS) and Chartered Financial Analyst (CFA).

OPTIONS AVAILABLE
SIP & Trigger

Period Returns (%)
2014-2015 12.67
2015-2016 -0.44
2016-2017 16.19
Since Inception 8.83

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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