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UTI Mutual Fund

UTI Bank has well-qualified, professional fund management teams, who have been highly empowered to manage funds with efficiency and accountability in the interests of unit holders. The fund managers are also ably supported with a strong in-house equity research department. To ensure better management of funds, a risk management department is also in operation.

UTI Mutual Fund has a product to meet every need of an individual/ institution, appropriate to his risk return profile and financial goals.

A nationwide network consisting of 97 UTI Financial Centres (UFCs) and UTI International offices in London, Dubai and Bahrain. With a view to reach out to common investors at the district level, representative satellite offices have also been opened in most towns and districts.

Liquid Funds

UTI-Liquid Cash Plan

Type Of Scheme
Open Ended Liquid Fund

Date Of Inception
23/06/2003

Scheme Objective
The scheme seeks to generate steady & reasonable income with low risk & high level of liquidity from a portfolio of money market securities & high quality debt.

Asset Allocation
Min. 65% in Money Market Instrument & Max. 35% in Debt.

Face Value
Rs. 1,00,000/-

Min Investment Amt
Cash Plan - Rs. 1 Lakh

 

Mutual Fund Review: UTI Money Market Fund

Type Of Scheme
Open Ended Liquid Fund

Date Of Inception
23/04/1997
Scheme Objective
An open-ended pure debt liquid plan, seeking to provide highest possible current income, by investing in a diversified portfolio of short-term money market securities.

Asset Allocation
100% Debt & Money Market.

Face Value
Rs.10/-

Min Investment Amt
Rs. 10,000/-

Debt Funds

 

Mutual Fund Review: UTI Variable Investment Scheme

 

Type Of Scheme
Open Ended Liquid Fund

Date Of Inception
07/11/2002

Scheme Objective
UTI VIS-ILP is an open ended scheme with the objective of providing the investors with a product that would enable them to diversify their risks through a suitable allocation between debt and equity asset classes and thereby generate superior risk-adjusted returns through a dynamic asset allocation process.

Asset Allocation
At most 80% in equity and not less than 20% in Debt.

Face Value
Rs.10/-

Min Investment Amt
Rs. 5,000/-

Entry Load
Entry Load 1.5% For Rs.< 2 Crores; Nil For > = Rs.2 Crores

 

Mutual Fund Review: UTI Master Index Fund

 

Type Of Scheme
Open Ended Liquid Fund

Date Of Inception
01/06/1998

Scheme Objective
UTI MIF is an open-ended passive fund with the primary investment objective to invest in securities of companies comprising the BSE sensex in the same weightage as these companies have in BSE sensex. The fund strives to minimise performance difference with the sensex by keeping the tracking error to the minimum.

Asset Allocation
100% Equity

Face Value
Rs.10/-

Min Investment Amt
Rs. 5,000/-

Other Plans Debt Funds Are

1). UTI-Gold Exchange Traded Fund
2). UTI-Index Select Fund
3). UTI-Nifty Index Fund
4). UTI-Sunder

 

Balanced Funds

 

Mutual Fund Review: UTI Mahila Unit scheme

Type Of Scheme
Open Ended Liquid Fund

Date Of Inception
08/03/2001

Scheme Objective
To invest in a portfolio of equity/equity related securities and debt and money market instruments with a view to generate reasonable income with moderate capital appreciation. The asset allocation will be Debt : Minimum 70%, Maximum 100% Equity : Minimum 0%, Maximum 30%.

Asset Allocation
Debt- Minimum 70%, Maximum 100%, Equity - Minimum Nil, Maximum 30%

Face Value
Rs.10/-

Min Investment Amt
Growth Option Rs. 1,000/- Income Option Rs. 5,000/-

Other Balanced Funds Are

1). UTI-Balanced Fund
2). UTI-Retirement Benefit Pension Fund
3). UTI-Unit Link Insurance Plan
4). UTI-Children Career Bond Plan(Balanced)
5). UTI-Charitable,Religious Trust And Registered Society
6). UTI-Bond Fund
7). UTI-Children Career Plan (Bond)
8). UTI-Floating Rate Fund STP
9). UTI-Gilt Advantage Fund LTP
10). UTI-Gilt Advantage Fund STP
11). UTI-G-SEC STP
12). UTI-G-Sec-Investment Plan
13). UTI-Liquid Plus Fund
14). UTI-Monthly Income Scheme
15). UTI-Mis Advantage Plan
16). UTI-Short Term Income Fund
17). UTI-Capital Protection Oriented Scheme
 

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