Hybrid
Equity Savings
Moderate
Investment Returns (CAGR)
1 yr.
11.38
3 yr.
13.41
5 yr.
10.21
Since Inception.
8.3%
Fund Size (Rs.)
292 Cr
Benchmark Index
----
Scheme Type
Dividend
ISIN
INF789F1A769
Expense Ratio
0.69%
Minimum SIP (Rs.)
500
Launch Date
30-Aug-2018
Fund House
UTI Mutual Fund
Exit Load
For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months.
Balloon Payment
(Interest only)
Pay monthly installments towards interest only. Settle the principal at the end of tenure.
The Scheme seeks to provide capital appreciation and income distribution to the investors using arbitrage opportunities, investment in equity / equity related instruments and debt / money market instruments. ;
Hybrid
Equity Savings
Moderate
Fund Size (Rs.)
292 Cr
Benchmark Index
----
Scheme Type
Dividend
ISIN
INF789F1A769
Expense Ratio
0.69%
Minimum SIP (Rs.)
500
Launch Date
30-Aug-2018
Fund House
UTI Mutual Fund
Exit Load
For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months.
1 yr. 11.38
3 yr. 13.41
5 yr. 10.21
Since Inception. 8.3%
Balloon Payment
(Interest only)
Pay monthly installments towards interest only. Settle the principal at the end of tenure.
The Scheme seeks to provide capital appreciation and income distribution to the investors using arbitrage opportunities, investment in equity / equity related instruments and debt / money market instruments. ;
