UTI MNC Fund (UGS 10000) -Direct

The UTI MNC Fund open-ended, actively managed equity mutual fund that invests primarily in equity stocks of Multinational Companies. The fund seeks to provide its investors with long-term capital appreciation through its investments. The UTI MNC Fund was launched on July 10th, 1998 and has outperformed its benchmark and peers on a number of occasions.
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Scheme Type
Open-ended
Scheme Category
Equity - Other
Benchmark Type
Nifty MNC Index
Scheme AUM (in Crs.)
₹ 1956.97
Expense Ratio
1.43%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 157586
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
207.193
(-0.37 %)
NAV as on 2019-01-18
Performance Info
The UTI MNC Fund has outperformed its peers and benchmark in 2018 even though the mid-cap segment of the market was not performing well. The fund outperforms its benchmark in investment cycles of 5 years or more. As this fund invests heavily in the mid-cap segment it is highly volatile in nature due to the volatility of this market segment. The UTI MNC Fund saw its best performance between March 2009 and March 2010. The fund does not perform well in short investment cycles of less than 5 years but has the potential to reward investors handsomely in investment cycles longer than 5 years.
Returns
Fund
UTI MNC Fund (UGS 10000) -Direct
1 Year
-0.98%
3 Year
13.41%
5 Year
20.77%
AMC Details
amc launch date
Launch Date
01 Feb 2003
amc sponsor
Sponsor
NA
amc email
Email
service@uti.co.in
amc phone
Phone
022 - 66786666
amc address
Address
UTI Tower , `GN' Block,,Bandra Kurla Complex,,Bandra (E), Mumbai - 400 051
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
High
Exit Load
Exit load of 1% if redeemed less than 1 year
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
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.
Suitability
This product is suitable for investors who are seeking
• Long term capital growth
• Investment predominantly in equity instruments of Multinational companies and other liquid stocks.Moderately High Level
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,983
Portfolio Value
-17
Total Returns