UTI Infrastructure Fund

Equity - Thematic

An open-ended equity fund following the infrastructure theme. The Fund aims to generate capital appreciation by investing in companies engaged either directly or indirectly in infrastructure related activities.

Snapshot

Fund Type
Inception
Risk Metric
Returns
1 Year
3 Year
5 Year
NAV

Fund Facts

Month End AuM
Monthly Avg. AuM
No. of Folio Accounts
Minimum Investment Amount
Total Expense Ratio
Benchmark Index
Special Facitilities
Exit Load

Fund Performance

Period Fund Performance Vs Benchmark (CAGR) Growth for Rs 10,000 /-
NAV (%) NAV (Rs)

"Different plans have a different expense structure. The performance details provided herein are of Regular plan." * CAGR - Compounded annualized Growth Rate

"Different plans have a different expense structure. The performance details provided herein are of Regular plan." * CAGR - Compounded annualized Growth Rate

Portfolio

Fund Benchmark Net
Current Asset Allocation
Top 10 Holdings
View All
Name Weight(%)
Overweight (Top 5)
Underweight (Top 5)

Quantitative Indicators

Quantitative Indicators Fund Benchmark

Fund Managers

Frequently asked questions

    what is UTI infrastructure fund?

    UTI Infrastructure Fund is an open ended equity scheme following the Infrastructure theme. The Fund aims to generate capital appreciation by investing in companies engaged either directly or indirectly in infrastructure related activities.

    Why Should I Invest in infrastructure fund?

    - Increasing spends on Infrastructure by Govt. of India would potentially drive the Infrastructure sector to outperform over broader indices in the medium to long term.
    - The Fund provides risk diversification by way of investments in several stocks of the same sector in a cost-effective manner.
    - The Fund is an ideal fund for a tactical allocation, with relatively better return potential over the diversified equity funds.

    How to Invest in UTI infrastructure fund?

    Investing in UTI infrastructure fund is very simple. Investors can simple log on to utimf.com or use UTI Buddy Application and start investing subject to KYC compliance. Investors may also approach nearest UTI Financial Centers (UFCs). Alternatively, you may also approach mutual fund distributors, financial advisors or various online platform for investments.

    Tax Implication on UTI infrastructure fund

    Visit: https://doc.utimf.com/v1/AUTH_5b9dd00b-8132-4a21-a800-711111810cee/UTIContainer/UTI%20Tax%20Ready%20Reckoner_FY%202021-2220210325-055845.pdf?_ga=2.199849389.2057877468.1618121230-1748212671.1577075029

    What are the benefits of investing in a UTI infrastructure fund?

    - Infrastructure sector is a key driver for the Indian economy and plays an important role in propelling India’s overall development and enjoys major focus by the Govt. in creation of world class infrastructure in the country.
    - The Fund would predominantly invest in stocks of companies which are engaged directly or indirectly in the Infrastructure growth and development in India.