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UTI - Monthly Income Scheme

Rating (source: Value Research)

NAV as on 23/07/2014 for

Rs. 26.0230.0355 (0.14%)

This product is suitable for investors who are seeking*:

  • Regular income over medium-term
  • Investment in equity instruments (maximum-15%) and fixed income securities (debt and money market securities)
  • Medium risk  (Yellow)

* Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Note: Risk may be represented as:

  • (BLUE) investors understand that
    their principal will be at low risk
  • (YELLOW) investors understand that
    their principal will be at medium risk
  • (BROWN) investors understand that
    their principal will be at high risk
SMS: LNF to 5676756to get scheme details and NAV
  • Overview

  • Performance

  • Portfolio

  • Fund
    Manager
  • Scheme
    Documents
  • Load
    Structure
  • Management
    Commentary
Investment Objective

The scheme aims at distributing income, if any, periodically.

Investment Information
Fund type
Hybrid Monthly Incom
Date of Inception
12/09/2002
Investment Plan
Growth Retail
Fund size (Rs.Cr)
292.26 (as of 30th Jun 2014 )
Number of investors
18804 (as of 30th Jun 2014 )
Min. Investment
Growth Option:1000/- Income Option: 10000/-
Last Dividend
N.A.
Bonus
N.A.
Options Available

Growth option Dividend option with Reinvestment

(SIP, SWP)

Fund Managers
Fund Manager

Mr. Amandeep Singh Chopra

Mr. Amandeep Singh Chopra is a graduate from St. Stephens College, Delhi and an MBA from FMS, Delhi.

Fund Manager's View
Portfolio (as of Jun 2014)

Sectoral Breakdown
(% as compared to Benchmark)

Market Capitalisation (%)

Large Mid Small
97.00 3.00 0.00

View complete asset allocation

Scenario 1:
Mr.Singh has invested Rs.1,00,000 in this fund since December 2000. See how his funds have performed over time.

Scenario 2:
Mr.Singh has invested Rs.1,00,000 in this fund since December 2000. See how his funds have performed over time.

Asset Allocation (as of 30th Jun 2014)

Market Capitalisation (%)

Large Mid Small
97.00 3.00 0.00
Detailed Portfolio
Equity % to NAV
Fund Manager - Biography
Fund Manager

Mr. Amandeep Singh Chopra

Mr. Amandeep Singh Chopra is a graduate from St. Stephens College, Delhi and an MBA from FMS, Delhi. He has worked with Aaina Exports Ltd. as a production co-ordinator and at Stenay Ltd. as a Quality Control Inspector. He has been with UTI AMC since 1994 and has been responsible for increasing the asset value in some select funds. He has achieved CPR1 and CPR2 ranking for several funds as a Fund Manager. Three of his funds namely UTI Liquid Cash Plan, UTI Liquid Cash Plan-Institutional and UTI Bond Fund have been awarded CNBC TV-18 Crisil Mutual Award. Presently, he is the Head of the Fixed Income Group at UTI.

Minimum Investment Amount Growth Option Rs. 1000/-
Dividend Option Rs. 10,000/
Period of Holding 1.5% - <= 90 Days
1.25% - > 90 Days & <= 180 Days
1% - > 180 Days & <= 365 Days
Nil - > 365 Days
-
Entry Load Nil -
Exit Load(as % of NAV) - -
Our 3 step
online application process
1
Register at invest@uti to buy funds online.
2
Fill up the online application form and make payments online.
3
Print and sign the form and send it with required documents at our nearest office or our executive will come and collect them
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Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

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