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

Surrender ULPPs

  ICICI Pru LifeTime and ICICI Pru Lifestage are Unit Linked Pension Plans. Such insurance linked retirement plans are neither good investments nor do they offer sufficient insurance cover. As you can see, these have turned out to be bad deals. In the Lifetime plan, the fund value is not even equal to the total premiums that you have paid and in the Lifestage plan your return is just about 6% which is quite low. The mortality charges are as per your age which is why they have increased. Moreover, once these plans matures, you will have to compulsorily opt for annuity (regular income) and the annuity rates are generally modest. Assuming these plans mature in the next one year, it will be wise to surrender the plan now and curb your future commitments.   Before you choose to buy a term plan, you have to consider a few points. You need to insure yourself, only during the time you are working and your family is financially dependent on you. At the age of 59, not all insurance companies w...
Read more

ICICI Pru Constant Maturity Gilt dividend

Invest ICICI Prudential Constant Maturity Gilt Fund Online ICICI Prudential Mutual Fund   has announced dividend under the following schemes: Scheme Dividend ( R /unit) ICICI Pru Constant Maturity Gilt-DQ 0.26543239 ICICI Pru Constant Maturity Gilt Direct-DQ 0.27171609 ICICI Pru Q Interval Plan I-D 0.10617296 ICICI Pru Q Interval Plan I Direct-D 0.10703967 ICICI Pru Q Interval Plan I Ret-D 0.10617296             The record date has been fixed as June 13, 2016.   ----------------------------------------------- Invest Rs 1,50,000 and Save Tax under Section 80C. Get Great Returns by Investing in Best Performing ELSS Mutual Funds Top 10 Tax Saver Mutual Funds to invest in India for 2016 Best 10 ELSS Mutual Funds in india for 2016 1. BNP Paribas Long Term Equity Fund 2. Axis Tax Saver Fund 3. Franklin India TaxShield 4. ICICI Prudential Long Term Equity Fund 5. IDFC Tax Advantage (ELSS) Fund 6. Birla Sun Life Tax Relief 96 7. DSP BlackRock Tax Saver Fund 8. Reliance Tax Saver (ELSS) ...
Read more

NPS Investment Choice for Safe Investors

Invest NPS Online       Whether they invested through SIPs or put in a lump sum amount, risk-averse individ uals have earned the highest returns. These are investors who stayed away from stocks and divided their NPS corpus between G class gilt funds and C class corporate debt funds. On average, gilt funds have given 9.75% annualised returns while corporate debt funds have churned out more than 11% in the past five years. As a result, the average return for ultra-safe investors in the past five years is in double digits. Even in the short term, ultrasafe investors have been the biggest gainers among NPS investors. Will the good times continue? The gilt funds of NPS are holding long-term bonds with an average maturity of over 19 years and a modified duration of about 9 years.These funds have done well because interest rate cuts have pushed down bond yields. But experts say this trend will not stay forever. NPS is a long-term investment and the bonds are predominantly held to matu...
Read more

Buy Health Insurance Plan even if you are covered with my Employer

Buy Health Insurance Plan Online Yes, getting a private insurance cover now, which extends beyond your retirement age, is recommended There are a few reasons why buying a health insurance plan may make sense even though you get medical insurance from your employer. Here are the points you need to think about. Firstly, your employer's insurance coverage will only protect you as long as you are employed with the company. The policy will terminate when you quit the job or when you retire. Post retirement is perhaps the phase when one needs it the most but you won't have it then. Moreover, buying a new insurance policy after the age of 50 means that there will be no coverage for pre-existing diseases.   Lastly, health insurance policy you get from your employer may or may not cover your dependants. ------------------------------ ----------------- Invest Rs 1,50,000 and Save Tax under Section 80C. Get Great Returns by Investing in Best Performing ELSS Mutual Funds Top 10 Tax Saver M...
Read more

SBI MAGNUM MIDCAP ONLINE

Invest SBI MAGNUM MIDCAP ONLINE   SBI MAGNUM MIDCAP fund didn't fare well in its initial years but, in recent years, has steadily improved its performance under the capable hands of its current fund manager. Although investing predominantly in mid-cap stocks, the average market capitalisation of its portfolio is lower than other category peers.   Although the stock selection approach is mostly bottom-up , the fund manager doesn't shy away from taking bold sector bets , as is reflected in its large exposure to the healthcare sector. She is equally adept at handling performance across market cycles--the fund has captured more of the upside during market upticks and contained the downside during downturns in a better manner than its peers.   Given its superior risk-reward equation, the fund is a worthy pick in its category.     ----------------------------------------------- Invest Rs 1,50,000 and Save Tax under Section 80C. Get Great Returns by Investing in Best Performing EL...
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