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).
No single fund can achieve what a plan can. Learn why
Scheme Information
Investment Objective
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.
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.
UTI Asset Management Co Ltd manages assets worth 160,568 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 59 equity,485 debt and 34 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Sub-asset Class View
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
About UTI Mastershare Unit (G)
About UTI Mastershare Unit (G)
UTI Mastershare Unit (G) is a large cap equity fund and has delivered an annualised return of 15.9% 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.
UTI Mastershare Unit (G) Investment Objective
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. However, there is no assurance that the objective of the scheme will be realized.
UTI Mastershare Unit (G) NAV,AUM,Risk
The UTI Mastershare Unit (G) fund was launched on Oct 15, 1986. The NAV (Net Asset Value) of this large cap equity as of 2021-07-29 is ₹ 177.5162. The total AUM (Asset Under Management) of the fund as of 2021-07-29 is ₹ 8426.509. The category risk of the UTI Mastershare Unit (G) fund is Very High Risk.
The fund charges 2.05 % as expense ratio.
UTI Mastershare Unit (G) Holdings
The fund’s highest allocation is towards equity and has invested 98.9% in this asset class. The top three holdings of the fund are infosys ltd,icici bank ltd and hdfc bank ltd
UTI Mastershare Unit (G) SIP
The minimum SIP (Systematic Investment Plan) amount for this 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.
UTI Mastershare Unit (G) Investment volatility and Horizon
This fund 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) Review
UTI Mastershare Unit (G) has a score of 4 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, UTI Mastershare Unit (G) has a score of 5 out of 5.
Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.
