Skip to main content

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
 

-----------------------------------------------------------------

 

Also, know how to buy mutual funds online:

 

Invest in DSP BlackRock Mutual Funds Online

 

Invest in Reliance Mutual Funds Online

 

Invest in HDFC Mutual Funds Online

 

Invest in Sundaram Mutual Funds Online

 

Invest in Birla Sunlife Mutual Funds Online

 

Invest in UTI Mutual Funds Online

  

Invest in SBI Mutual Funds Online

 

Invest in Edelweiss Mutual Funds Online

 

Invest in IDFC Mutual Funds Online

 

 

 

 

Popular posts from this blog

Rs 14,000 Crore worth of tax free bonds coming soon from NHAI , PFC

  NHAI, PFC file prospectuses, coupon rate not yet decided MORE debt investment options have opened up for investors with AAA rated tax-free bonds worth over Rs 14,000 crore lined up. The National Highway Authority of India ( NHAI ) and Power Finance Corporation ( PFC ) are offering Rs 10,000 crore and Rs 4,033.13 crore worth of tax-free bonds, respectively, as per prospectuses filed with the Securities and Exchange Board of India (Sebi). Of a Rs 5,000 crore issue by PFC, Rs 966.87 crore has already been raised through private placement on September 28 and November 1. Tax-free bonds give investors tax-free return on any amount invested. In another kind of bonds, the long-term infrastructure bonds, investments up to Rs 20,000 are tax exempt, that is this cap amount can be deducted from the taxable income. Accordingly, the NHAI prospectus has clarified that only the amount of interest from -and not the actual investment on -its new bonds will be tax-free. "NHAI's publ...
Read more

Change in Fund Manager for some of HSBC Mutual Fund Schemes

Buy Gold Mutual Funds Invest Mutual Funds Online Download Mutual Fund Application Forms Call 0 94 8300 8300 (India) However, this facility is only available to Unit holders who have been assigned a folio number by the AMC.   HSBC Mutual Fund has announced that the below mentioned schemes shall be managed by the new fund managers as stated in the table. The effective date will be July 02, 2012.   Amaresh Mishra 's will be Vice President and Assistant Fund Manager. Having done a Post graduate diploma in Business Management and Bachelor of Chemical Engineering, he has over seven years of experience in Equities and Sales.   Mr. Piyush Harlalka's designation shall be Vice President- Fixed Income. Qualified as a C.A., C.S. and holding M.B.A.( Finance degree), he has over six years of experience in Fund management and ...
Read more

How EEE and EET Tax affect Retirement Investments

  An important factor while choosing a financial product is its taxation , and for retirement savings, this is even more important as the sums involved are usually life-long savings. Here's a look at the current tax treatment of three major long-term retirement planning products, which are - Employees' Provident Fund (EPF), Public Provident Fund (PPF) and National Pension System (NPS). EPF The tax treatment is EEE, which means your money is exempt from taxes at the time of investment, accumulation and withdrawal. At the time of investment, the tax deduction is under the limit of section 80C of the Income-tax Act , which is currently Rs 1.5 lakh. Partial withdrawals are also tax-free if made after 5 years of continuous service. If withdrawals are made before 5 years of service, 10% tax will be deducted at source. Exceptions have also been provided for transfer of amount and conditions wherein the subscriber is unemployed for more than 2 months or the loss of job was beyond th...
Read more

Personal Finance: You can insure your wedding

But luck may not always be on your side. With the frequency of such attacks, as also other risks and unforeseen accidents growing, a wedding insurance is something you may want to look at if a marriage is being planned in the family. Event insurance plans like this is still in its nascent stages due to low awareness. And given the sacred nature of the ritual, nobody wants to discuss or think negative. But as wedding spends and risks grow, it makes sense to cover the potential monetary loss. The policy in those countries even covers the loss of the wedding ring, the wedding gown not reaching on time and even the expenses/loss due to late or non-appearance of the photographer which may mean staging the event once again for the photograph. In India, most insurance companies — including ICICI Lombard General Insurance, Oriental Insurance, Bajaj Allianz and National Insurance — offer wedding insurance. The policy is tailor made to individual requirements and needs. The sum insur...
Read more

DSP BlackRock MidCap Fund

Best SIP Funds Online   HOW HAS DSP BlackRock Small & Mid Cap Fund PERFORMED? With a 10-year return of 14.61%, the fund has outperformed both the category average (12.34%) and the benchmark (10%) by a good margin. Should you invest in DSP BlackRock Small & Mid Cap Fund? This fund invests predominantly in mid-cap stocks but takes a sizeable exposure in small-caps as well. The focus is on nascent companies with high growth potential. The fund manager places emphasis on quality and avoids inferior businesses even if these look tempting from a valuation perspective. Over the past year, the fund portfolio has grown, having added to some of the underperforming sectors like chemicals and healthcare. Its portfolio churn has come down significantly. The heavily diversified portfolio is run completely agnostic of its benchmark index— most bets are from outside the index—which can at times lead to bouts of underperformance as seen in the recent years....
Read more
Related Posts Plugin for WordPress, Blogger...
Invest in Tax Saving Mutual Funds Download Any Applications
Transact Mutual Funds Online Invest Online
Buy Gold Mutual Funds Invest Now