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UTI - India Lifestyle Fund

Rating (source: Value Research)

NAV as on 27/06/2017 for

Rs. 23.046-0.1281 (0.56%)
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

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

  • The investment objective of the scheme is to provide long term Capital appreciation and / or income distribution from a diversified portfolio of equity and equity related instruments of companies that are expected to benefit from changing Indian demographics, Indian Lifestyle and rising consumption pattern. However, there can be no assurance that the investment objective of the scheme will be achieved.
Investment Information
Fund type
CLOSE ENDED
Date of Inception
30/07/2007
Investment Plan
Growth Option
Fund size (Rs.Cr)
280.59 (as of 31st May 2017 )
Number of investors
60594 (as of 31st May 2017 )
Min. Investment
5000
Last Dividend
N.A.
Bonus
N.A.
Options Available

Growth option, Dividend option with Payout and Reinvestment

(SIP & Trigger)

Fund Managers
Fund Manager

Mr. Lalit Nambiar

Lalit Nambiar is Executive Vice President and Fund Manager (Equity).

Know More
Portfolio (as of Feb 2017)

Sectoral Breakdown
(% as compared to Benchmark)

Market Capitalisation (%)

Large Mid Small
80.00 16.00 4.00

View complete asset allocation

This product is suitable for investors who are seeking*:

  • Long term capital growth
  • Investment in equity instruments of companies that are expected to benefit from changing Indian demographics and indian lifestyles
  • High Risk 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 28th Feb 2017)
Asset Allocation (as of 28th Feb 2017)

Market Capitalisation (%)

Large Mid Small
80.00 16.00 4.00
Detailed Portfolio (as of 28th Feb 2017)
Equity % to NAV
WIPRO LTD. 1.16
HINDUSTAN UNILEVER LTD. 1.72
GAIL (INDIA) LTD. 1.67
TATA CHEMICALS LTD. 1.59
CADILA HEALTHCARE LTD. 1.33
MAHINDRA & MAHINDRA LTD. 1.30
VARDHMAN TEXTILES LTD. 1.29
MARUTI SUZUKI INDIA LTD. 1.68
CRISIL LTD 1.12
TECH MAHINDRA LTD 1.08
VEDANTA LTD 1.05
BIOCON LTD. 1.05
COAL INDIA LTD. 1.03
OTH 23.01
RELIANCE INDUSTRIES LTD. 7.06
NCA 2.67
INFOSYS LTD. 5.43
HDFC BANK LTD. 6.29
HDFC LTD. 4.36
ICICI BANK LTD 4.30
LARSEN & TOUBRO LTD. 3.86
ITC LTD. 3.13
STATE BANK OF INDIA 2.81
LAURUS LABS LTD. 2.50
TATA MOTORS LTD. 2.37
TATA CONSULTANCY SERVICES LTD. 2.32
OIL & NATURAL GAS CORPORATION LTD. 2.32
MANPASAND BEVERAGES LIMITED 2.32
UNITED SPIRITS LTD. 1.99
SUN PHARMACEUTICALS INDUSTRIES LTD. 1.91
BHARTI AIRTEL LTD. 2.47
AXIS BANK LTD. 1.81
Fund Manager - Biography
Fund Manager

Mr. Lalit Nambiar

Lalit Nambiar is Executive Vice President and Fund Manager (Equity). He is a commerce graduate from Narsee Monjee College of Commerce, Mumbai and holds a post-graduate degree in management (MMS) from Sydenham Institute of Management, Mumbai University. He also holds a CFA charter awarded to him in 2005 by the CFA Institute, USA. He began his career in June 1994, with IIT InvesTrust Limited, where, after a brief stint in investment banking, he joined their equity research team and eventually covered Banks and Consumer Staples. He joined UTI Securities Limited in 1999, where he added the Healthcare sector to his research repertoire. In Jan'04, he joined SBI Capital Markets Limited in the role of a senior analyst, covering multiple sectors while also helping mentor a team of analysts. Lalit joined UTI AMC Limited in Dec'06 as a Vice President in Securities Research. He took up portfolio responsibilities in July'07.

Download Fund Documents
Minimum Investment Amount Rs. 5000/-
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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