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UTI - Monthly Income Plan & Scheme

Rating (source: Value Research)

NAV as on 02/12/2016 for

Rs. 12.470-0.0274 (0.22%)
  • Overview

  • Performance

  • Portfolio

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

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

  • Petro sector, power generation, storage of energy, companies which are into manufacturing of equipment related to energy development & covering industries.
  • Companies involved in consulting and financing these businesses.
Investment Information
Fund type
Hybrid Monthly Incom
Date of Inception
12/09/2002
Investment Plan
Dividend Option
Fund size (Rs.Cr)
279.64 (as of 31st Oct 2016 )
Number of investors
14976 (as of 31st Oct 2016 )
Min. Investment
Growth Option:1000/- Income Option: 10000/-
Last Dividend
0.08
Bonus
N.A.
Options Available

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 Oct 2016)

Sectoral Breakdown
(% as compared to Benchmark)

Market Capitalisation (%)

Large Mid Small
85.00 15.00 0.00

View complete asset allocation

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)
  • Moderate Level

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

Asset Allocation (as of 31st Oct 2016)

Market Capitalisation (%)

Large Mid Small
85.00 15.00 0.00
Detailed Portfolio
Equity % to NAV
Investment Objective

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

  • Petro sector, power generation, storage of energy, companies which are into manufacturing of equipment related to energy development & covering industries.
  • Companies involved in consulting and financing these businesses.
Fees
Plan Investment in Rupees
Minimum Investment Amount Income Option -
SWP Monthly -
SWP Quarteraly -
Growth Option -
Rs 10,000 /-
Rs 30,000 /-
Rs 20,000 /-
Rs 1,000 /-
Load Structure
Period of Holding Entry Load Exit Load
(as % of NAV)
< = 365 days Nil 1.00%
> 365 days Nil NIL
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Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

DESIGNED BY : Indigo Consulting
DEVELOPED BY :   Prosares Solution Pvt Ltd