Jama - UTI Infrastructure Fund


UTI Infrastructure Fund


NAV : 105.2874
(+0.3015000000000043
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)
AUM : ₹14 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
3.31%8.68%20.67%27.47%14.67%32.05%16.99%



NAV History



Expense Ratio Trends


Fund Details

The Fund would predominantly invest in stocks of companies engaged either directly or indirectly in the Infrastructure areas of the India economy: Infrastructure sector is a key driver for the economy, playing an important role in propelling India’s overall development. The Fund emphasis on bottom-up strategy for stock selection and is positioned to profit from the early revival in the investment cycle. The Fund would be agnostic to market capitalization, however may take concentrated exposure to certain stocks or sectors
NAV105.2874
Launch Date01-01-2013
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP-
Expense Ratio191.0%
Exit Load : -


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,09,851₹1,09,758₹93
After 1 year₹1,27,475₹1,27,029₹445
After 3 years₹2,30,240₹2,27,940₹2,300
After 20 years₹2,59,74,021₹2,42,92,399₹16,81,622

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


START SIP    



Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


INVEST NOW

Returns assumed : 32.05% Past 3 yr Data




Fund Objective:
The investment objective of the Scheme is to provide income distribution and / or medium to long term “capital appreciation” by investing predominantly in equity / equity related instruments in the companies engaged either directly or indirectly in the infrastructure growth of the Indian economy. However, there is no assurance that the investment objective of the scheme will be achieved.
Fund Manager:
Sachin Trivedi