• Mutual Funds
  • UTI Mutual Fund
  • UTI MNC Fund (PIDCW-I)
UTI Mutual Fund

UTI MNC Fund (PIDCW-I)

EquitySectoral / Thematic - Mnc

218.5554

NAV (Oct 03)

17.453%
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).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Satisfactory

The performance of the fund on a Downside Protection Measure metric has been Satisfactory

Fund Size

Poor

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

Invest in this fund
Scripbox Recommended Equity Funds
Want the equity funds that are right for your long term equity investment needs?Learn more

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

218.5554

NAV (Oct 3)

Fund Returns

Last 1Y
37.7%
Last 3Y
15.8%
Last 5Y
17.5%
Last 10Y
13.8%
Since Inception
16.6%
6 Month CAGR
22.8%

Scheme Information

Investment Objective

The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of multinational companies.

Expense Ratio
1.98
Launched (0y ago)
1.98
AUM in Crores
3174.4
ISIN
INF789F01828
Lock-in
-
Benchmark
NIFTY MNC Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
11.1
Beta
0.7
Sharpe Ratio
1
YTM
-
Fund Managers

Karthikraj Lakshmanan

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
UTI MNC Fund (PIDCW-I)70%11,35,996 4,03,38417.5%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2023-12-21

Top Stock Holdings

Maruti Suzuki India Ltd.

6.1%
6.148%

Britannia Industries Ltd.

5.6%
5.552%

Others

5.4%
5.365%

United Breweries Ltd.

4.6%
4.601%

Whirlpool Of India Ltd.

4%
4.013%
See all holdings

Allocation by Sector

Consumer Staples

24.84061%
24.84061%

Capital Goods

13.111255%
13.111255%

Healthcare

11.321365%
11.321365%

Automobile

10.356744%
10.356744%

Financial

5.295663%
5.295663%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,041 cr

₹ 23,712 cr

₹ 64,222 cr

₹ 50,154 cr

₹ 17,488 cr

amc-img

About the AMC

UTI Mutual Fund

UTI Asset Management Compnay has been frated the 7th largest ASM Company by CRISIL. They manage about 11 million live folios and have a client base of 12.8%. Being a part and parcel of Unit Trust of India, the Government of India holds about 74% stake in the Company. UTI AMC Limited offers wide range of products and have been a pioneer in launching various profitable schemes.amc-img
phone-img0263 2296993
Fund NameScripbox Opinion
Till Date CAGR

6.369%

7.262%

5.941%

6.79%

6.082%

6.858%

18.359%

15.423%

23.482%

14.319%

UTI MNC Fund (PIDCW-I) Review

UTI MNC Fund (PIDCW-I) is a Equity Equity fund and has delivered an annualised return of 16.588% over a period of 26 years. The fund is managed by UTI Mutual Fund. The fund manager’s name is Karthikraj Lakshmanan.

Nav of UTI MNC Fund (PIDCW-I) as of 10/3/2024 is ₹218.56 with the total AUM as of 10/4/2024 is ₹3174.3711. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI MNC Fund (PIDCW-I) was launched on 1998-07-10. The category risk of the fund is null.

The minimum SIP amount for UTI MNC Fund (PIDCW-I) 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 (PIDCW-I) 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 NIFTY MNC Total Return Index.

UTI MNC Fund (PIDCW-I) is rated as a 3 fund in Equity and delivered 37.69% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI MNC Fund (PIDCW-I).

Frequently Asked Questions

What is UTI MNC Fund (PIDCW-I)?

UTI MNC Fund (PIDCW-I) is a Equity 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 (PIDCW-I)?

You can invest in UTI MNC Fund (PIDCW-I) 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 (PIDCW-I)?

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

Is UTI MNC Fund (PIDCW-I) good to invest in?

As per Scripbox experts, UTI MNC Fund (PIDCW-I) is a 3 fund. You can investUTI MNC Fund (PIDCW-I) 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 (PIDCW-I)?

The expense ratio of the UTI MNC Fund (PIDCW-I) is 1.98% for regular plan.