Skip to main content

UTI Equity Schemes Performance

UTI Equity Schemes Performance
 
UTI Schemes Summary
Report as on May 26, 2015
Compound Annualized % (Point to Point)
Scheme Name
Launch Date
Corpus (in Crs)
1 Month
3 Months
6 Months
1 Year
2 Years
3 Years
5 Years
Since Inception
UTI Multi Cap Fund - Reg - Growth
22-Aug-14
361.3088(30/04/2015)
2.8795
-2.0925
0.6661
--
--
--
--
7.0060
UTI Pharma and Healthcare Fund - Growth
27-May-99
247.5385(30/04/2015)
5.4251
9.9462
13.8886
64.7365
37.6308
33.5853
23.0093
17.2142
UTI Transportation and Logistics Fund - Growth
09-Mar-04
493.9869(30/04/2015)
6.9601
2.8748
7.4476
60.0337
63.9368
45.1623
30.2055
21.2620
UTI MNC Fund - Growth
15-Apr-98
1009.4548(30/04/2015)
4.2049
1.2455
13.2741
56.6554
40.4953
31.5833
24.5141
18.8721
UTI Mid Cap Fund - Growth
09-Apr-04
2820.4484(30/04/2015)
4.2268
3.0631
7.6123
53.2466
51.1391
38.1907
22.5685
21.3447
UTI Top 100 Fund - Growth
18-Jan-93
813.1948(30/04/2015)
3.2552
-1.3899
4.1740
28.8871
24.7204
23.8855
14.5919
12.7343
UTI Mastershare - Growth
19-Sep-86
3022.7190(30/04/2015)
3.3135
-1.9260
3.9656
27.6287
24.5264
23.2631
14.2269
13.4385
UTI Equity Fund - Growth
20-Apr-92
4099.5211(30/04/2015)
3.9254
-0.0481
2.9994
27.1308
26.6077
25.5567
17.0448
12.3487
UTI-CCP Advantage Fund - Growth
19-Jan-04
125.9934(30/04/2015)
3.3656
-0.0338
2.4721
24.4082
24.3460
22.5365
13.0809
9.1214
UTI Equity Tax Savings Plan - Growth
15-Nov-99
588.3144(30/04/2015)
2.7859
-3.3621
1.8460
23.0924
23.2700
22.2052
12.8803
16.0674
UTI Opportunities Fund - Growth
20-Jul-05
5246.1923(30/04/2015)
2.7579
-2.3690
0.7670
22.4331
22.8359
22.0134
16.3805
17.4104
UTI Leadership Equity Fund - Growth
20-Feb-06
1619.0040(30/04/2015)
4.2907
-2.0309
1.4888
20.5744
22.0385
22.8768
12.8468
10.4321
UTI Childrens Career Balanced Plan
12-Jul-93
3379.0628(30/04/2015)
1.5992
-0.1652
4.9776
20.3363
17.8663
16.8496
12.2614
9.1323
UTI Infrastructure Fund - Growth
09-Mar-04
1534.6997(30/04/2015)
5.3079
1.0781
4.4054
20.2056
24.8698
21.5490
6.2068
15.0612
UTI India Lifestyle Fund - Growth
24-Aug-07
300.4368(30/04/2015)
2.4840
-2.1806
0.6526
18.6249
18.6714
20.1522
15.0639
9.4127
UTI Banking Sector Fund - Growth
09-Mar-04
407.7695(30/04/2015)
2.3759
-2.6923
0.1897
16.5237
16.1254
21.4369
13.3840
18.2037
UTI Balanced Fund - Growth
20-Jan-95
1253.9135(30/04/2015)
1.3492
-2.0201
0.6848
16.0733
20.1380
19.0887
11.6535
16.5665
UTI Mahila Unit Scheme - Growth
08-Mar-01
192.6290(30/04/2015)
0.9945
0.5394
4.5303
15.3412
12.7949
12.2714
8.8129
13.3065
UTI Dividend Yield Fund - Growth
23-May-05
3039.8254(30/04/2015)
1.9245
-4.6274
-2.2883
15.0297
18.8255
17.8450
11.4913
16.8677
UTI ULIP
01-Oct-71
3031.1357(30/04/2015)
1.3640
0.2921
4.8294
14.9395
13.0408
13.7135
10.2825
N.A.
UTI RBP Fund
26-Dec-94
1472.7165(30/04/2015)
0.9166
-0.4338
2.2331
14.4672
13.3812
13.5988
9.4094
10.5215
UTI Nifty Fund - Growth
14-Feb-00
235.9861(30/04/2015)
1.4258
-3.8661
-1.6415
14.0805
17.6171
19.6727
11.2746
11.4212
UTI CRTS 81 - Growth
01-Oct-81
420.8667(30/04/2015)
0.8024
0.3096
2.8079
13.1275
13.7015
13.9306
11.1990
10.3912
UTI Energy Fund - Growth
15-Jul-99
228.4131(30/04/2015)
2.2333
-0.5020
-2.7056
-1.2699
16.6652
12.6249
2.6054
14.9231


Best Tax Saver Mutual Funds or ELSS Mutual Funds for 2015

1.ICICI Prudential Tax Plan

2.Reliance Tax Saver (ELSS) Fund

3.HDFC TaxSaver

4.DSP BlackRock Tax Saver Fund

5.Religare Tax Plan

6.Franklin India TaxShield

7.Canara Robeco Equity Tax Saver

8.IDFC Tax Advantage (ELSS) Fund

9.Axis Tax Saver Fund

10.BNP Paribas Long Term Equity Fund

You can invest Rs 1,50,000 and Save Tax under Section 80C by investing in Mutual Funds

Invest in Tax Saver Mutual Funds Online -

Invest Online

Download Application Forms

For further information contact Prajna Capital on 94 8300 8300 by leaving a missed call

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

Leave your comment with mail ID and we will answer them

OR

You can write to us at

PrajnaCapital [at] Gmail [dot] Com

OR

Leave a missed Call on 94 8300 8300

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

Invest Mutual Funds Online

Invest Any Mutual Fund Online

Download Mutual Fund Application Forms from all AMCs

Download Mutual Any Fund Application Forms

Popular posts from this blog

Mirae Asset Healthcare Fund

Best SIP Funds to Invest Online   Mirae Asset Global Investments (India) has launched Mirae Asset Healthcare Fund. The NFO of the fund will be open from June 11, 2018 to June 25, 2018. Mirae Asset Healthcare Fund is an open-ended equity scheme investing in healthcare and allied sectors. The scheme will invest in Indian equities and equity related securities of companies that are likely to benefit either directly or indirectly from healthcare and allied sectors. The investment strategy of this scheme aims to maintain a concentrated portfolio of 30-40 stocks. Healthcare is a broad secular theme that includes pharma, hospitals, diagnostics, insurance and other allied sectors. The fund will have the flexibility to invest across markets capitalization and style in selecting investment opportunities within this theme. Neelesh Surana and Vrijesh Kasera will manage this fund. In a press release, Swarup Mohanty, CEO, Mirae Asset Global Inves...
Read more

How to Decide your asset allocation with Mutual Funds?

Invest In Tax Saving Mutual Funds Online Download Tax Saving Mutual Fund Application Forms Buy Gold Mutual Funds Call 0 94 8300 8300 (India) How to Decide your asset allocation ? The funds that base their equity allocation on market valuation have given stable returns in the past. Pick these if you are a buy-and-forget investor. Small investors are often victims of greed and fear. When markets are rising, greed makes the small investor increase his exposure to stocks. And when stocks crash to low levels, fear makes him redeem his investments. But there are a few funds that avoid this risk by continuously changing the asset mix of their portfolios. Their allocation to equity is not based on the fund manager's outlook for the market, but on its valuations. Our top pick is the Franklin Templeton Dynamic PE Ratio Fund, a fund of funds that divides its corpus between two schemes from the same fund house-the...
Read more

GOLD ETFs

Download Tax Saving Mutual Fund Application Forms Invest In Tax Saving Mutual Funds Online Buy Gold Mutual Funds Leave a missed Call on 94 8300 8300   GOLD ETFs       Gold funds and ETFs have also lost the tax advantage they enjoyed over physical gold after the Budget changed the rules for long-term capital gains from non-equity funds.   Last year, gold exchange traded funds ( ETFs ) had gained a great deal from the depreciation in the rupee and the UPA government's move to impose additional levy on gold imports, making it an attractive option for investors. The landed price of the yellow metal had surged, pushing up the net asset value ( NAV ) of gold ETFs. However, the recent budget proposal by Finance Minister Arun Jaitley has thrown a spanner in the works for gold fund investors. The revised tax structure for all non-equity funds, includi...
Read more

IIFL NCDs

Buy Gold Mutual Funds Invest Mutual Funds Online Download Tax Saving Mutual Fund Application Forms Call 0 94 8300 8300 (India) IIFL NCDs IIF's six-year unsecured NCD 2012 Risk-wary investors should stay away from this issue, and even, risk-taking ones should think twice It is a public issue of unsecured redeemable non-convertible debentures ( NCDs ) by India Infoline Finance ( IIF ), an unlisted company, which is a 98.9 per cent subsidiary of India Infoline, a listed company. The issue seeks to raise Rs 250 crore with an option to retain over-subscription up to Rs 250 crore taking the total potential issue amount to Rs 500 crore. It will be open for public subscription from September 5 to September 18 with a minimum application size of Rs 5,000 in the form of five NCDs of face value Rs 1,000, TENURE & RATES: IIF will redeem the NCDs at the end of six years, and investors wanting out before six years will be able to sell the...
Read more

HDFC Mid-Cap Opportunities Fund

Performance - Regular Plan - Growth Option NAV as on 30 th June, 2017 51.741   Period Scheme Returns (%) Benchmark Returns (%) # Additional Benchmark Returns (%) ## Value of Investment of ( ) 10,000         Scheme ( ) Benchmark ( )# Additional Benchmark ( )##   Last 1 Year 28.63 28.32 14.88 12,863 12,832 11,488   Last 3 Years 20.95 16.89 7.74 17,703 15,977 12,509   Last 5 Years 26.26 19.23 12.50 32,129 24,116 18,036   Since Inception 17.82 11.74 8.36 51,741 30,426 22,353 ^Past performance may or may not be sustained in the future . Returns greater than 1 year period are compounded annualized (CAGR). Load is not taken into consideraiton for computation of performance. #Nifty Free Float Midcap 100 Index ##NIFTY 50 Index. Inception Date: June 25, 2007. The Scheme is managed by Mr. Chirag Setalvad since inception. Different plans viz. Regular Plan and Di...
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