e.g. Tata motors, Reliance MF, 500570

UTI Wealth Builder Fund - Series I - Growth

Equity Others No Data Available

NAV on (No Data Available)

₹0.00

No Data Available

Fund Size

₹780.06 Crores

1Y Returns

No Data Available%

 

Earn 1% Higher Returns on Direct Funds

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Disclaimer: Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing.

 

Investment Objective

The objective of the scheme is to achieve long term capital appreciation by investing predominantly in a diversified portfolio of equity and equity related instruments.

AMC

UTI Asset Management Co. Ltd.

Fund Details

Launch Date

October 11, 2006

Fund Manager

Mrs. Swati Kulkarni

Initial Price

10

AUM Fund

780.06 Cr

Min investment

Rs 5000

Expense Ratio

1.51%

Exit Load

For period of holding less than 1 year the exit load charge is 1% of applicable NAV.For period of holding greater than or equal to 1 year the exit load charge is nil.

Equity / Mid Cap funds 1Y 3Y Fund Size (Cr)
154.05% 0.00% ₹1152.55
146.21% 0.00% ₹3623.01
146.21% 0.00% ₹3623.01
145.39% 0.00% ₹3623.01
145.35% 0.00% ₹3623.01

Holdings

Sector Allocation

Tobacco 7.78%
Finance 5.21%
Miscellaneous 11.04%
Engineering 6.58%
Cement 7.27%
Petroleum 9.64%
Banks 9.31%
Pharmaceuticals and health care 5.03%
Information Technology 6.24%
Petrochemicals 5.77%
Personal Care 2.77%
Iron and Steel 2.74%
Agriculture/Horticulture/Lives 2.59%
Telecommunications 2.56%
Auto 2.11%
Auto Ancillaries 1.97%
Fertilisers 1.71%
Address
UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East), Mumbai Maharashtra India 400051
Phone
+91 22 66786666
Fax
+91 22 66786503, 66786578
Launch Date
October 11, 2006
Custodian
Axis Bank Ltd., Deutsche Bank AG, Stock Holding Corporation of India Limited.
Registrar & Transfer Agent
KFIN Technologies Pvt. Ltd.

Frequently Asked Questions

Q: What is the current NAV of UTI Wealth Builder Fund - Series I - Growth?

A: The latest NAV of UTI Wealth Builder Fund - Series I - Growth is ₹ .

Q: What type of mutual fund is UTI Wealth Builder Fund - Series I - Growth?

A: UTI Wealth Builder Fund - Series I - Growth is a 'Equity - Others' type mutual fund managed by 'UTI Asset Management Co. Ltd.'.

Q: What is the expense ratio of UTI Wealth Builder Fund - Series I - Growth?

A: The expense ratio of UTI Wealth Builder Fund - Series I - Growth is 1.51%, which impacts overall returns.

Q: Who manages UTI Wealth Builder Fund - Series I - Growth?

A: UTI Wealth Builder Fund - Series I - Growth is managed by Mrs. Swati Kulkarni, who oversees investment strategy and portfolio decisions.

Q: Is UTI Wealth Builder Fund - Series I - Growth a good investment?

A: UTI Wealth Builder Fund - Series I - Growth may be suitable depending on your financial goals, risk appetite, and investment horizon. Always evaluate fund performance and consult a financial advisor.

Q: What is the exit load of UTI Wealth Builder Fund - Series I - Growth?

A: The exit load of UTI Wealth Builder Fund - Series I - Growth is For period of holding less than 1 year the exit load charge is 1% of applicable NAV.For period of holding greater than or equal to 1 year the exit load charge is nil., applicable if redeemed within the specified period.

Q: How is UTI Wealth Builder Fund - Series I - Growth taxed?

A: Taxation depends on the fund type (equity/debt) and holding period as per Indian tax laws.

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