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

Jeevan Labh

 The Life Insurance Corporation of India has announced Jeevan Labh , its limited-premium, with-profits endowment plan .   It comes with a premium paying terms of 10, 15 and 16 years for corresponding policy tenures of 16, 21, and 25 years respectively. ----------------------------------------------- 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 Saving 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) Fund 9. Religare Tax Plan 10. Birla Sun Life Tax Plan Invest in Best Performing 2016 Tax Saver Mutual Funds Online Invest Online Download Application Forms For further information contact Prajna Capital on 94 83...
Read more

Liquidity Adjustment Facility

Liquidity adjustment facility (LAF) is a money market tool used by the central bank of a country (in India it is the Reserve Bank of India ), to infuse funds into the country's banking system when liquidity dries up. Again, in case there is excess liquidity, the central bank uses some tools to help banks manage their surplus liquidity. Usually the RBI uses the repurchase facility (called Repo ) to give short-term loans to banks to meet their temporary liquidity shortage. On the other, hand RBI uses reverse repo facility to help banks park their excess liquidity with it. Banks usually use various securities, which are approved by the RBI, as collateral when they take money from the RBI to meet their short term liquidity requirement     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...
Read more

NPS for Tax Saving

The NPS is a great way to save tax if you don't mind locking in your money till you retire. Till last year, the taxability of the NPS was a big issue. But last year's Budget changed the rules and made 40% of the corpus tax free. The PFRDA wants that the balance 60% to be exempt from tax as well. The emphasis is on increasing pension coverage. So, allowing EEE status (to NPS ) is our major demand (in the Budget NPS is especially useful for investors who may have exhausted the `1.5 lakh investment limit under Section 80C but want to save more.   Another way the NPS can cut tax is by rejigging the salary.If a company deposits up to 10% of the basic salary of an employee in the NPS under Section 80CCD(2d), the amount will be tax free. Turn to page 28 to see how much tax this can save. However, the take-home pay of the employee will come down. Invest Rs 1,50,000 and Save Tax upto Rs 46,350 under Section 80C. Get Great Returns by Investing in Best Performing ELSS Funds Top 10 Tax...
Read more

BHIM App

What is BHIM? BHIM stands for Bharat Interface for Money , which is an easy way of transferring money from one bank account to an other via a smartphone using the Unified Payments Interface (UPI) platform . It is an instant payments application meant for sending money as well as requesting for payments. How is it different from UPI? BHIM is no different than UPI. But in the case of BHIM, customers don't have to download mobile applications of multiple banks, instead a single BHIM app downloaded from Android Play Store is sufficient. Other than that, payments can be made through a virtual payments ID or through account number and IFS code, same as UPI. What you need to use BHIM? BHIM can be used across an droid smartphones with version 4.0 and above, also it will be made available on iPhones and Windows smartphones very soon. Further, for feature phone users they need to use the USSD feature by dial ing *99#. Why was the need for BHIM felt when UPI is already in place? With various...
Read more

General insurance

  General insurance has evolved to become as important as life insurance. A look at some categories which can no longer be over-looked…    Insuring your belongings can help you cushion yourself against financial losses. While life insurance takes care of your loved ones, it is equally important to safeguard your treasured possessions. Here's a quick look at the 'must-haves' under general insurance…     Travel insurance Accidents can happen anytime – worse if they happen when you are in a foreign land. You may get sick and meeting your medical bills in a foreign currency can be quite frustrating! Besides, there may be other tricky situations such as accidents, loss of baggage or passport, trip cancellation, flight delays, plane hijack, etc. Whether you travel for leisure, business or studies, travel insurance comes handy to safeguard your trip against contingencies and that too, at a fraction of the cost of your trip.     Home insurance For most of us, the home is the...
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