UTI MNC Fund Regular Plan Growth

• Alpha -0.26%
• Beta 0.90
• Sharpe Ratio0.94
• Std Deviation 11.35%
• Tracking Error 4.35%

The primary objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of multinational companies. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

The UTI MNC Fund Regular Plan Growth has an AUM of 2610.32 crores & has delivered CAGR of 10.33% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.04%. The minimum investment in UTI MNC Fund Regular Plan Growth is Rs 5000 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Moderate & Good respectively.

The top holdings of the fund include Maruti Suzuki India, Nestle India, Hindustan Unilever & United Spirits.

The major sectors where the fund is invested are Food Processing, Biotechnology & Drugs, Personal & Household Prods. & Beverages (Alcoholic).

Some of the similar funds are Nippon India Power & Infra Fund - Growth, Sundaram Services Regular Growth, UTI MNC Fund Regular Plan Growth, HDFC Business Cycle Fund Regular Growth, Kotak Business Cycle Fund Regular Growth. UTI MNC Fund Regular Plan Growth has a sharpe ratio of 0.94 & a standard deviation of 11.35%.