Hybrid
Multi Asset Allocation
Very High
Investment Returns (CAGR)
1 yr.
17.77
3 yr.
13.56
5 yr.
10.99
Since Inception.
7.6%
Fund Size (Rs.)
881 Cr
Benchmark Index
----
Scheme Type
Dividend
ISIN
INF789F01VC0
Expense Ratio
1.07%
Minimum SIP (Rs.)
500
Launch Date
01-Jan-2013
Fund House
UTI Mutual Fund
Exit Load
Exit load of 1% if units in excess of 10% are redeemed or switched-out 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 achieve long term capital appreciation by investing predominantly in a diversified portfolio of equity and equity related instruments. The fund also invests in debt and money market instruments with a view to generate regular income. The fund also invests in Gold ETFs. The portfolio allocation is managed dynamically. ;
Hybrid
Multi Asset Allocation
Very High
Fund Size (Rs.)
881 Cr
Benchmark Index
----
Scheme Type
Dividend
ISIN
INF789F01VC0
Expense Ratio
1.07%
Minimum SIP (Rs.)
500
Launch Date
01-Jan-2013
Fund House
UTI Mutual Fund
Exit Load
Exit load of 1% if units in excess of 10% are redeemed or switched-out within 12 months
1 yr. 17.77
3 yr. 13.56
5 yr. 10.99
Since Inception. 7.6%
Balloon Payment
(Interest only)
Pay monthly installments towards interest only. Settle the principal at the end of tenure.
The Scheme seeks to achieve long term capital appreciation by investing predominantly in a diversified portfolio of equity and equity related instruments. The fund also invests in debt and money market instruments with a view to generate regular income. The fund also invests in Gold ETFs. The portfolio allocation is managed dynamically. ;
