Fund Suggestor | UTI Mutual Funds

English

Hindi

Tamil

We at UTI Mutual Funds have always been investor centric, and the Fund Suggestor is a unique system designed to recommend and even advice funds to our investors.

The Fund Suggestor works as an automated engine that captures investor information under certain specific parameters and categories and analyzes this information to suggest funds that are best suited to the investor’s profile.

The parameters are decided by the UTI Mutual Funds experts and prove to be highly accurate. We at UTI Mutual Funds understand your personalized preferences and will guide you to the Fund you’re looking for. Try it... It’s simple & quick.


Q1.	What is the objective of this investment?
Education funding. Retirement funding Real estate investment planning or inheritance for your family. Funding for another goal (long or short term goal, e.g. down payment of house loan)

Q2.	How many years will it be before you plan to take a significant payout from this account?
Less than 5 years 5 to 9 years 10 to 20 years Over 20 years, or plan to leave this money for family

Q3.	Describe your expected future earnings in the next five years considering inflation in the economy?
My earnings will increase to outpace inflation. My earnings will be little more than inflation. My earnings will increase to keep pace with inflation. My earnings will lag behind inflation / My earnings will decrease.

Q4.	Do you intend to withdraw any of your long-term savings to pay for expenses?
Yes, if immediate goals become a priority, I would make significant withdrawals. Yes, but only on limited amounts and only in case of personal financial emergency. Yes, but only once and very limited in quality. No, I have no intention of ever making such a withdrawal.

Q5.	How long would your long-term savings last in the event of a personal financial emergency?
0-3 months 4-6 months 7-12 months More than 12 months

Q6.	About how much of your monthly income do you use to pay installment debt (vehicle loans, credit cards, home loans etc.)?
I have no installment debt. Less than a quarter of my monthly income is used to pay installment debt. Between a quarter and a half of my monthly income is used to pay installment debt. More than half of my monthly income is used to pay installment debt.

Q7.	How would you react to a substantial decline in the equity market?
Sell the equity stocks Sell some of them Buy more of them Keep all of them as you expect the price to reach the earlier level

Q8.	From an original investment of Rs.4,00,000 your portfolio, now worth Rs. 8,00,000 drops by Rs. 1,60,000 (i.e.20%). How would you react?
Sell the investment entirely Make no adjustments to the investments in my portfolio Make additional purchase to the current investments in my portfolio Try to avoid the investments that might suddenly decline by 20%

Q9.	Your portfolio from question 8, now worth Rs. 6,40,000, suddenly declines another Rs.96,000 to Rs.5,46,000 (i.e.15%) How would you react?
Sell the investment entirely Make no adjustments to the investments in my portfolio Make additional purchase to the current investments in my portfolio Try to avoid the investments that might suddenly decline by 20%

Q10.	How would you best describe the depth and length of your experience as an investor?
I have no experience I have some experience investing in mutual funds and stocks I have extensive experience investing and have a broad understanding of capital markets. I have no experience but keep myself updated on financial market.

Disclaimer:
"My Fund Suggestor" is simply a tool based on various assumptions prevalent today, which may or may not fructify. UTI MF doses not assume any responsibility for investors who act on the basis of above tool. UTI MF advises investors to consult investment expert before actually planning their investment. The above tool is provided as a form of investor service only.

All investments in mutual funds and securities are subject to market risks and the NAV of the funds may go up or down depending upon the factors and forces affecting the securities markets. There can be no assurance that the scheme's objective will be achieved. Please read the offer document carefully before investing.Do consult your Investment Advisor before investing.

Best viewed on 1024 x 768 resolution screen and IE 5.0+ withMacromedia Flash Player.
Designed and Developed by	id labs