UTI MNC Fund Regular Plan Growth

• Alpha -0.26%
• Beta 0.90
• Sharpe Ratio0.27
• Std Deviation 14.00%
• 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 2428.09 crores & has delivered CAGR of 9.82% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.06%. 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 Medium & Good respectively.

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

The major sectors where the fund is invested are Biotechnology & Drugs, Auto & Truck Manufacturers, Software & Programming & Personal & Household Prods..

Some of the similar funds are Kotak Manufacture in India Fund Regular Growth, UTI MNC Fund Regular Plan Growth, Tata Business Cycle Fund Regular Growth, ICICI Prudential Housing Opportunities Fund Regular Growth, Aditya Birla Sun Life Quant Fund Regular Growth. UTI MNC Fund Regular Plan Growth has a sharpe ratio of 0.27 & a standard deviation of 14.00%.