UTI MNC (Equity, Equity Thematic-mnc)

High
20 yrs 6 monthsStarted on:10 Jul 1998
₹ 2085.29 Cras on: 14 Dec 2018
Long Term Horizon
2.42%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

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

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
1 Month3.31
1 YR3.49
2 YR16.90
3 YR10.37

SIP Returns

TenureReturns (CAGR)
1 YR1.47
2 YR8.98
3 YR10.79
5 YR13.01
10 YR18.07

Portfolio

Company Name% Assets
Hindustan Unilever Ltd.9.31
Britannia Industries Ltd.8.32
Maruti Suzuki India Ltd.7.94
Mphasis Ltd.6.15
United Spirits Ltd.4.35
Sanofi India Ltd.4.2
Cummins India Ltd.3.62
Ambuja Cements Ltd.3.6
Bosch Ltd.3.52
Honeywell Automation India Ltd.3.25

Top Sectoral Holdings

Sector Name% Assets
FMCG34.29
Engineering15.05
Automobile12.22
Technology8.09
Healthcare7.9
Construction7.18
Metals4.37
Cons Durable1.87
Energy1.62
Financial0.84

Indicators

LabelValue
Portfolio turnover ratio7
Standard Deviation13.64%
Beta0.79%
Sharpe Ratio0.27

Swati Anil Kulkarni

Mrs. Kulkarni is a B.Com (H), MBA (Finance). from Narsee Monjee Institute of Management Studies, Mumbai, CFA and a CAIIB.
Prior to joining UTI Mutual Fund in 2004 she has worked with Reliance Industries Ltd.

Other Funds Managed by Swati Anil Kulkarni

  • Nav as on 14 Dec 18 116
    Returns since inception (CAGR) 17.69%
    Value Research
    Crisil Ranking 3
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