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UTI - Wealth Builder Fund Series II

Rating (source: Value Research)
Investment Objective

Investment will be made in stocks of those companies engaged in the following areas:
The objective of the Scheme is to achieve long term capital appreciation by investing predominantly in a diversified portfolio of equity and equity related instruments along with investments in Gold ETFs and Debt and Money Market Instruments.

Investment Information
  • FUND TYPE:

    OPEN ENDED

  • DATE OF INCEPTION:

    19/11/2008

  • INVESTMENT PLAN:

    Not Applicable

  • FUND SIZE (Rs.Cr):

    934.76 (as of 31st Jul 2017)

  • NUMBER OF INVESTORS:

    74684 (as of 31st Jul 2017)

  • 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. 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 & SWP

Period Returns (%)
2014-2015 5.09
2015-2016 1.83
2016-2017 11.17
Since Inception 14.31

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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