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  • UTI Mutual Fund
  • UTI MNC Fund (Growth)

Formerly UTI MNC Gr

UTI Mutual Fund

UTI MNC Fund (Growth)

EquitySectoral / Thematic - Mnc

267.3271

NAV (Feb 01)

6%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in sectoral / thematic - mnc mutual funds.

Sectoral / thematic - mnc 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).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Outperformance Consistency

Satisfactory

The performance of the fund on a Outperformance Consistency metric has been Satisfactory

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

267.3271

NAV (Feb 1)

Fund Returns

Last 1Y

-2.5%

Last 3Y

10.3%

Last 5Y

6%

Last 10Y

14%

Since Inception

15.5%

6 Month CAGR

-3.7%

Scheme Information

Investment Objective

The primary objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of multinational companies. However,there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

Expense Ratio

2.07

Launched (25y ago)

May 29, 1998

AUM in Crores

2452.755

ISIN

INF789F01844

Lock-in

No Lock-in

Benchmark

IISL Nifty MNC TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

16.1

Standard Deviation (5yr)

15.2

Beta (3yr)

0.94

Beta (5yr)

0.91

Sharpe Ratio (3yr)

0.49

Sharpe Ratio (5yr)

0.148

YTM

0

Fund Managers

Karthikraj Lakshmanan

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
UTI MNC Fund (Growth)70%846,471 113,8596%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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

Last updated on 2023-02-01

Top Stock Holdings

maruti suzuki india ltd

8.1%
8.1%

nestle india ltd

7.1%
7.1%

hindustan unilever ltd

7%
7%

honeywell automation india ltd

5.1%
5.1%

schaeffler india ltd

5%
5%
See all holdings

Allocation by Sector

consumer defensive

31.5%
31.5%

industrials

25.1%
25.1%

consumer cyclical

19.6%
19.6%

healthcare

8.1%
8.1%

technology

6.6%
6.6%
See all sectors

Compare UTI MNC Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,848 cr

₹ 10,444 cr

₹ 15,500 cr

₹ 10,444 cr

₹ 15,500 cr

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 188,364 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 60 equity,488 debt and 31 hybrid funds.

amc-img

  • 022-62278000
  • invest@utico.in
  • Fund NameScripbox Opinion
    Till Date CAGR

    4.1%

    6.8%

    4.9%

    7.2%

    14.7%

    11.4%

    4.1%

    6.7%

    13.7%

    15.4%

    UTI MNC Fund (G) Review

    UTI MNC Fund (G) is a Sectoral / Thematic - Mnc Equity fund and has delivered an annualised return of 15.5% over a period of 24 years. The fund was previously known as UTI MNC Gr. The fund is managed by UTI Asset Management Co Ltd. The fund manager’s name is Karthikraj Lakshmanan.

    Nav of UTI MNC Fund (G) as of 2/1/2023 is ₹267.33 with the total AUM as of 2/2/2023 is ₹2452.755. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI MNC Fund (G) was launched on May 29, 1998. The category risk of the fund is Very High Risk.

    The minimum SIP amount for UTI MNC Fund (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 MNC Fund (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 IISL Nifty MNC TR INR.

    UTI MNC Fund (G) is rated as a 3 fund in Equity and delivered -2.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI MNC Fund (G).

    Frequently Asked Questions

    What is UTI MNC Fund (G)?

    UTI MNC Fund (G) is a Sectoral / Thematic - Mnc Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

    How to invest in UTI MNC Fund (G)?

    You can invest in UTI MNC Fund (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 MNC Fund (G)?

    The minimum sip amount for UTI MNC Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is UTI MNC Fund (G) good to invest in?

    As per Scripbox experts, UTI MNC Fund (G) is a Neutral fund. You can investUTI MNC Fund (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 MNC Fund (G)?

    The expense ratio of the UTI MNC Fund (G) is 2.07% for regular plan.