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UTI - MNC Fund

Rating (source: Value Research)

NAV as on 30/07/2014 for

Rs. 105.1980.2071 (0.2%)

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.
  • High risk  (Brown)

* 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

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
Growth Retail
Fund size (Rs.Cr)
384.44 (as of 30th Jun 2014 )
Number of investors
58600 (as of 30th Jun 2014 )
Min. Investment
5000
Last Dividend
N.A.
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 – Equities 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 Jun 2014)

Sectoral Breakdown
(% as compared to Benchmark)

Market Capitalisation (%)

Large Mid Small
46.00 44.00 10.00

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.

Sectoral Breakdown (as of 30th Jun 2014)
Asset Allocation (as of 30th Jun 2014)

Market Capitalisation (%)

Large Mid Small
46.00 44.00 10.00
Detailed Portfolio (as of 30th Jun 2014)
Equity % to NAV
ALSTOM T&D INDIA LTD. 2.27
COLGATE PALMOLIVE INDIA LTD. 2.08
CLARIANT CHEMICALS (INDIA) LTD. 2.05
INGERSOL RAND INDIA LTD. 2.05
AKZO NOBEL INDIA LTD. 2.03
GLAXOSMITHKLINE PHARMACUETICALS LTD. 1.89
SIEMENS INDIA LTD. 1.76
NESTLE INDIA LTD. 1.62
MONSANTO INDIA LTD 1.58
OTH 5.85
WYETH LTD. 1.15
MPHASIS LTD 2.39
TIMKEN INDIA LTD. 1.29
NCA 2.42
GLAXOSMITHKLINE CONSUMER HEALTHCARE LTD. 1.31
BOSCH LTD. 7.30
PROCTER & GAMBLE HYGIENE & HEL CARE LTD. 1.11
SKF INDIA LTD. 2.52
EICHER MOTORS LTD 7.30
SESA STERLITE LTD. 4.96
ORACLE FINANCIAL SERVICES SOFTWARE LTD. 4.11
HONEYWELL AUTOMATION INDIA LTD. 4.10
ING VYSYA BANK LIMITED. 3.96
HINDUSTAN UNILEVER LTD. 3.78
AMBUJA CEMENTS LTD. 3.67
BRITANNIA INDUSTRIES LTD. 3.14
CRISIL LTD 2.94
UNITED SPIRITS LTD. 2.69
GILLETTE INDIA LTD. 2.82
SANOFI INDIA LTD. 2.71
CUMMINS INDIA LTD. 3.84
MARUTI SUZUKI INDIA LTD. 7.31
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 a professional experience of 20 years, 19 years of which she has been with UTI AMC. She has been a 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 was with Reliance Industries Ltd in the Financial Planning Cell.

Swati was recognised 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 < 1 Year >= 1 Year
Entry Load Nil Nil
Exit Load(as % of NAV) 1% Nil
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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