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Jama - UTI MNC Fund


UTI MNC Fund

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Equity-Thematic-MNC
NAV : 341.9347
(+1.0044000000000324
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)
AUM : ₹24 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
2.04%6.89%20.66%11.78%6.83%17.64%NA



NAV History



Expense Ratio Trends


Fund Details

The Fund predominantly invests in stocks of Multinational Corporations (MNCs). MNCs as a thematic set of stocks have shown operational & capital allocation efficiencies, strong cash flow generation, brand / technology strengths resulting in high RoE / RoCE profiles with both domestic and exports growth opportunities. The Fund endeavours to invest in companies which are characterized by low financial leverage and has high potential to lead pricing in their respective sectors. The Fund provides a differentiated portfolio of quality MNCs, typically not very commonly held by pure diversified equity funds. The Fund exhibits long term performance track record, out-performance over the benchmark with relatively lower volatility
NAV341.9347
Launch Date01-01-2013
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP-
Expense Ratio121.0%
Exit Load : -


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,09,847₹1,09,620₹228
After 1 year₹1,11,777₹1,10,823₹954
After 3 years₹1,62,798₹1,58,498₹4,301
After 20 years₹25,76,299₹21,55,186₹4,21,113

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


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Direct Savings :


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Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Returns assumed : 17.64% Past 3 yr Data




Fund Objective:
The Funds collected under the scheme shall be invested predominantly in stocks of Multinational Corporations and other liquid stocks. The funds collected under the scheme shall be invested in equities and equity related instruments. The risk profile of investment could be high.
Fund Manager:
Karthikraj Lakshmanan