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UTI - MIS Advantage Plan

Rating (source: Value Research)

NAV as on 06/12/2016 for

Rs. 35.2830.017 (0.05%)
SMS: LNF to 5676756to get scheme details and NAV
  • Overview

  • Performance

  • Portfolio

  • Fund
    Manager
  • Scheme
    Documents
  • Load
    Structure
  • Management
    Commentary
  • Creation Unit/
    Portfolio
Investment Objective

The investment objective of the Scheme is to generate regular income through investments in fixed income securities and capital appreciation / dividend income through investment of a portion of net assets of the scheme in equity and equity related instruments so as to endeavour to make periodic income distribution to Unit holders. Income may be generated through Coupon payments, amortization of discount on debt instruments, receipt of dividends or the purchase and sale of securities in the underlying portfolio. Undernormal market conditions investment will be made in fixed income securities, money market instruments,cash and cash equivalents while at the same time maintaining a limited exposure to equity markets. TheScheme will endeavor to enhance overall returns through appropriate investments upto a maximum of 25% of Net Assets into equity and equity related instruments. However there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee/ indicate any returns.

Investment Information
Fund type
Hybrid : Monthly Inc
Date of Inception
16/12/2003
Investment Plan
Monthly Payment Plan
Fund size (Rs.Cr)
794.28 (as of 31st Oct 2016 )
Number of investors
30358 (as of 31st Oct 2016 )
Min. Investment
5000
Last Dividend
N.A.
Bonus
N.A.
Options Available

Monthly Dividend Plan, Flexi Dividend Plan, Monthly Payment Plan, Growth Plan

(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.

Mr. Ajay Tyagi

Mr Ajay Tyagi is a CFA Charterholder from The CFA Institute, USA and also holds a Masters degree in Finance from Delhi University.

Fund Manager's View
Portfolio (as of Oct 2016)

Sectoral Breakdown
(% as compared to Benchmark)

Market Capitalisation (%)

Large Mid Small
78.00 20.00 2.00

View complete asset allocation

This product is suitable for investors who are seeking*:

  • Long-term capital appreciation and regular income over medium-term
  • Investment in equity instruments (maximum-25%) and fixed income securities (debt and money market securities)
  • 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.

Asset Allocation (as of 31st Oct 2016)

Market Capitalisation (%)

Large Mid Small
78.00 20.00 2.00
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.

Mr Ajay Tyagi

Mr Ajay Tyagi is a CFA Charterholder from The CFA Institute, USA and also holds a Masters degree in Finance from Delhi University. Ajay joined UTI in the year 2000 and has been working in the equity research and fund management functions since then. He is presently working as a Fund Manager in the Portfolio Management Division, where he is managing funds for private clients like Offshore funds, HNIs, Institutions, Trusts etc. He is also acting as an Investment Advisor to a few India dedicated offshore funds. Prior to being designated as a Fund Manager he has worked as an Assistant Fund Manager in the Offshore Funds division.

Existing Exit Load (As % of NAV) Revised Exit Load (As % of NAV)
For all investments made on or after October 8, 2010 NIL
Entry Load NIL
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