UTI-MNC Fund (Equity, Others)

194.2
18.09%
NA
4
Capital Appreciation
Long Term Horizon
Moderately High
2.27%
19 yrs 6 months10 Jul 1998
₹ 1965.24 Cr11 Dec 2017

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Minimum Investment

  • ₹ 5000.00 for Lumpsum

Exit Load

Investment Objective

An open-ended equity fund with the objective to invest predominantly in the equity shares of multinational companies in diverse sectors such as FMCG, pharmaceutical engineering etc.

Scheme Documents

TenureReturns (CAGR)
YTD
32.36
1 Month
2.95
3 Month
7.44
1 YR
30.82
2 YR
15.00
3 YR
13.33
TenureReturns (CAGR)
1 YR
31.29
2 YR
21.59
3 YR
15.37
5 YR
21.28
10 YR
20.96

Portfolio

Company Name% Assets
Maruti Suzuki India Ltd.9.14
Hindustan Unilever Ltd.8.46
Britannia Industries Ltd.7.19
Mphasis Ltd.4.78
United Spirits Ltd.4.46
Cummins India Ltd.4.32
Ambuja Cements Ltd.4.26
Bosch Ltd.4.05
ITD Cementation India Ltd.3.46
Sanofi India Ltd.3.37

Top Sectoral Holdings

Sector Name% Assets
FMCG30.84
Engineering17.32
Automobile14.04
Construction8.93
Technology7.42
Healthcare6.43
Metals4.6
Energy2.24
Cons Durable2.18
Financial1.87

Indicators

Portfolio turnover ratio2
Standard Deviation11.98%
Beta0.74%
Sharpe Ratio0.71

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

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