- Mutual Funds
- UTI Mutual Fund
- UTI Mastershare Unit (Growth)
Formerly UTI Mastershare Unit Gr
Scripbox recommends other funds for investment in large cap.
Click here to see our recommendations.
Large cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Track Record
36 Years. The fund has an Extended history for analysis and the track record is excellent.
Relative Size
9,567 Cr. Category leader in size
Category View
Superior. The category has a superior investment outlook
Consistency Of Performance
Consistently Good. The fund has performed well consistently over a period of time
Scripbox Recommended Large Cap Funds
Want the large cap equity funds that are right for your long term equity investment needs?
Learn more
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 171.5115
NAV (Jun 23)
Fund Returns
Last 1Y | -3% |
Last 3Y | 11.4% |
Last 5Y | 9.9% |
Last 10Y | 12.8% |
Since Inception | 15.3% |
6 Month CAGR | -12.5% |
Scheme Information
The objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of large cap companies. However,there can be no assurance or guarantee that the investm ent objective of the scheme would be achieved.
Expense Ratio | 2.04 |
Launched (36y ago) | Oct 15, 1986 |
AUM in Crores | 9566.331 |
ISIN | INF789F01976 |
Lock-in | No Lock-in |
Benchmark | S&P BSE 100 India TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Instrument | Returns | Total Corpus | Gains | Annualised % |
|---|---|---|---|---|
| Mutual Fund | 965,796 | 233,184 | 11.25% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
icici bank ltd
9.1%infosys ltd
7.7%hdfc bank ltd
6.9%net current assets
5.2%bharti airtel ltd
4.7%Allocation by Sector
financial services
31%consumer cyclical
14.1%technology
13.8%industrials
8.5%healthcare
7%Comparison with Equity Funds
| Fund Name | Scripbox Opinion | Fund Size | Track Record |
|---|---|---|---|
₹ 4,202 cr | |||
₹ 13,023 cr | |||
₹ 13,023 cr | |||
₹ 4,202 cr | |||
₹ 4,202 cr |
About the AMC
UTI Asset Management Company Ltd
UTI Asset Management Co Ltd manages assets worth 181,249 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 60 equity,485 debt and 34 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.1% | 6.9% | ||
- | 6.7% | ||
10.5% | 11% | ||
12.4% | 14% | ||
11.4% | 15.3% |
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsUTI Mastershare Unit (G) Review
UTI Mastershare Unit (G) is a Large Cap Equity fund and has delivered an annualised return of 15.3% over a period of 35 years. The fund was previously known as UTI Mastershare Unit Gr. The fund is managed by UTI Asset Management Co Ltd. The fund manager’s name is Swati Kulkarni.
Nav of UTI Mastershare Unit (G) as of 6/23/2022 is ₹171.51 with the total AUM as of 6/24/2022 is ₹9566.331. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Mastershare Unit (G) was launched on Oct 15, 1986. The category risk of the fund is Very High Risk.
The minimum SIP amount for UTI Mastershare Unit (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
UTI Mastershare Unit (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 100 India TR INR.
UTI Mastershare Unit (G) is rated as a 4 fund in Equity and delivered -3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI Mastershare Unit (G).
Frequently Asked Questions
What is UTI Mastershare Unit (G)?
How to invest in UTI Mastershare Unit (G)?
You can invest in UTI Mastershare Unit (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of UTI Mastershare Unit (G)?
The minimum sip amount for UTI Mastershare Unit (G) is ₹1000. You can invest in multiples of ₹5000.
Is UTI Mastershare Unit (G) good to invest in?
As per Scripbox experts, UTI Mastershare Unit (G) is a Top Ranked fund. You can investUTI Mastershare Unit (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the UTI Mastershare Unit (G)?
The expense ratio of the UTI Mastershare Unit (G) is 2.04% for regular plan.