Mutual Fund- 

UTI MNC  Fund

By Rajendra

Oct 10, 2022

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Scheme Analysis

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UTI MNC Fund

Category 

Thematic - MNC

Inception

May 28, 1998

Benchmark

Nifty MNC

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AUM  - 2,535 Cr

Fund Manager

Swati Kulkarni

MNCs as a thematic set of stocks have shown operational & capital allocation efficiencies, strong cash flow generation, brand / technology strengths

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Top 5 Holding

Maruti Suzuki

Hindustan Unilever

Nestle

Schaeffler India

Mphasis

8.21

7.08

6.66

5.65

3.92

Total  -31.52

Fund exhibits long term performance track record, out-performance over the benchmark

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FMCG

Capital Good

Automobiles

Top 5 Sector

29.86

23.44

17.19

8.08

6.65

Information Technology

Healthcare

Fund exhibits long term performance track record, out-performance over benchmark with lower volatility

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Scheme Performance

Exit Load

Upto 1 Year - 1.00%

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As on 30Sep. 2022

1 Year

3 Year

5 Year

Period

Returns

-0.27%

12.61%

9.29%