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

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

NRI from Canada and US Invest in Mutual Funds in India

Investing in Indian mutual funds by NRIs from US and Canada As of December 2016, eight Indian fund houses were accepting investments from US/Canada-based NRIs Most of the Indian mutual fund houses have stopped accepting funds from US and Canada based NRIs due to regulatory restrictions. This is because the Foreign Account Tax Compliance Act (FATCA) makes it compulsory for all financial institutions in the world to report comprehensive details of all transactions involving US/Canada residents, (including non-resident Indians) to the US & Canada Government. Top 4 Tax Saver Mutual Funds for 2017 - 2018 Best 4 ELSS Mutual Funds to invest in India for 2017 1. DSP BlackRock Tax Saver Fund 2. Invesco India Tax Plan 3. Tata India Tax Savings Fund 4. BNP Paribas Long Term Equity Fund
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