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UTI - MNC Fund

Rating (source: Value Research)

NAV as on 16/10/2017 for

Rs. 100.0200.3045 (0.3%)
SMS: LNF to 5676756to get scheme details and NAV
  • Overview

  • Performance

  • Portfolio

  • Fund
    Manager
  • Scheme
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  • Load
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Investment Objective

Investment will be made in stocks of those companies engaged in the following areas:

  • The Funds collected under the scheme shall be invested predominantly in stocks of Multinational Corporations and other liquid stocks. The funds collected under the scheme shall be invested in equities and equity related instruments. The risk profile of investment could be high
Investment Information
Fund type
Equity Diversified
Date of Inception
29/05/1998
Investment Plan
Dividend Option
Fund size (Rs.Cr)
1893.13 (as of 30th Sep 2017 )
Number of investors
186320 (as of 30th Sep 2017 )
Min. Investment
5000
Last Dividend
3.5
Bonus
N.A.
Options Available

Growth option, Dividend option with Payout and Reinvestment

(SIP, SWP & Trigger)

Fund Managers
Fund Manager

Mrs. Swati Kulkarni

Swati Kulkarni is Executive Vice President and Fund Manager – Equity at UTI AMC Ltd.

Know More
Who Should Invest
  1. A diviersified mid-cap oriented fund with moderate-style of funds management is suitable for informed investors
Portfolio (as of Mar 2017)

Sectoral Breakdown
(% as compared to Benchmark)

Market Capitalisation (%)

Large Mid Small
57.00 34.00 9.00

View complete asset allocation

This product is suitable for investors who are seeking*:

  • Long term capital growth
  • Investment predominantly in equity instruments of Multinational companies and other liquid stocks.
  • Moderately High Level

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

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.

Sectoral Breakdown (as of 30th Jun 2017)
Asset Allocation (as of 31st Mar 2017)

Market Capitalisation (%)

Large Mid Small
57.00 34.00 9.00
Detailed Portfolio (as of 30th Jun 2017)
Equity % to NAV
AMBUJA CEMENTS LTD. 4.17
CUMMINS INDIA LTD. 5.20
BOSCH LTD. 6.38
BRITANNIA INDUSTRIES LTD. 6.95
HINDUSTAN UNILEVER LTD. 7.53
MARUTI SUZUKI INDIA LTD. 8.19
MPHASIS LTD 4.33
SANOFI INDIA LTD. 3.31
COLGATE PALMOLIVE INDIA LTD. 3.45
ITD CEMENTATION INDIA LTD. 3.56
UNITED SPIRITS LTD. 4.12
EICHER MOTORS LTD 2.27
MAHINDRA CIE AUTOMOTIVE LTD 1.73
NCA 0.53
OTH 7.40
AKZO NOBEL INDIA LTD. 1.04
GE POWER INDIA LTD. 1.17
GILLETTE INDIA LTD. 1.36
CRISIL LTD 1.37
BAYER CROPSCIENCE LTD. 1.39
FAG BEARINGS INDIA LIMITED 3.10
VEDANTA LTD 1.70
CASTROL INDIA LTD. 2.51
WHIRLPOOL OF INDIA LTD. 1.82
GLAXOSMITHKLINE PHARMACUETICALS LTD. 1.82
HONEYWELL AUTOMATION INDIA LTD. 1.87
SKF INDIA LTD. 1.89
SIEMENS INDIA LTD. 1.89
GLAXOSMITHKLINE CONSUMER HEALTHCARE LTD. 2.01
PROCTER & GAMBLE HYGIENE & HEL CARE LTD. 2.21
ORACLE FINANCIAL SERVICES SOFTWARE LTD. 2.23
IGARASHI MOTORS INDIA LTD. 1.50
Fund Manager - Biography
Fund Manager

Mrs. Swati Kulkarni

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

After her graduation in Commerce, she went on to earn her Masters in Financial Management from Narsee Monjee Institute of Management Studies from University of Mumbai, where she also distinguished herself as a rank holder. Swati holds CFA charter conferred by CFA Institute, USA. She is also a Certified Associate of Indian Institute of Bankers (CAIIB). Swati has professional experience of 33 years of which for the last 25 years she has been with UTI AMC.

She has been designated as Fund Manager since 2004. Earlier she was part of the Fund Management team involved in analyzing companies across sectors, while assisting the Fund Managers. She has handled Mutual Fund Research, Market Research, Product Reviews and Quantitative Analysis as part of the Research and Planning team at UTI. Her previous assignment with Reliance Industries Ltd was in the Financial Planning Cell. Swati was recognized among the top three India's Best Fund Managers in Equity category by Outlook Money in 2010.

Download Fund Documents
Minimum Investment Amount Rs. 5000/-
Period of Holding <= 730 days >730 days
Entry Load Nil
Exit Load(as % of NAV) Less than one year - 1% Greater than or equal to one Year - Nil
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