UTI-MNC Fund (Equity, Others)

Moderately High
19 yrs 8 monthsStarted on:10 Jul 1998
₹ 2026.09 Cras on: 16 Feb 2018
Long Term Horizon
2.26%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

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.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
3 Month3.93
1 YR24.05
2 YR19.96
3 YR9.55

SIP Returns

TenureReturns (CAGR)
1 YR19.3
2 YR18.52
3 YR13.89
5 YR19.76
10 YR20.52

Portfolio

Company Name% Assets
Maruti Suzuki India Ltd.9.46
Hindustan Unilever Ltd.9.25
Britannia Industries Ltd.6.8
Mphasis Ltd.5.64
Ambuja Cements Ltd.4.58
United Spirits Ltd.4.38
Cummins India Ltd.4.18
Bosch Ltd.3.79
Sanofi India Ltd.3.73
Schaeffler India Ltd.3.4

Top Sectoral Holdings

Sector Name% Assets
FMCG30.96
Engineering17.01
Automobile14.11
Construction9.53
Technology8.57
Healthcare7.27
Metals4.63
Energy2.04
Cons Durable2.03
Chemicals1.49

Indicators

LabelValue
Portfolio turnover ratio5
Standard Deviation11.85%
Beta0.74%
Sharpe Ratio0.73

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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