UTI - MNC Fund - Regular Plan - Growth Option

Fund House: UTI Mutual Fund

Category: Equity: Thematic-MNC

Status: Open Ended Schemes

Launch Date: 01-08-2005

Minimum Investment: 5000.0

Asset Class: Equity

Minimum Topup: 1000.0

Benchmark: NIFTY MNC TRI

Total Assets: 2856.33 As on (31-12-2025)

Expense Ratio: 2.03% As on (31-12-2025)

Turn over: 81.00% | Exit Load: W.e.f. 06-04-2015 Exit Load: Less than one year: 1% and Greater than or equal to one year: Nil

NAV as on 06-02-2026

392.742

0.2928

CAGR Since Inception

14.49%

NIFTY MNC TRI 13.28%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
UTI - MNC Fund - Regular Plan - Growth Option 5.85 13.33 11.56 10.85 14.49
NIFTY MNC TRI 14.07 17.54 15.05 15.05 13.28
Equity: Thematic-MNC 4.96 12.09 11.01 10.21 12.15

Funds Manager

Mr. Karthikraj Lakshmanan FM 1, Not ApplicableFM 2, Not Applicable FM 3, Not Applicable FM 4, Not Applicable FM 5

RETURNS CALCULATORS for UTI - MNC Fund - Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of UTI - MNC Fund - Regular Plan - Growth Option

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of UTI - MNC Fund - Regular Plan - Growth Option

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
UTI MNC Reg Gr 01-08-2005 5.85 7.19 13.33 11.56 10.85
Kotak MNC Fund Reg Gr 28-10-2024 11.95 0.0 0.0 0.0 0.0
ICICI Pru MNC Gr 05-06-2019 6.49 9.26 15.24 15.03 0.0
HDFC MNC Fund Gr 09-03-2023 5.38 3.46 0.0 0.0 0.0
ABSL MNC Gr Reg 01-12-1999 2.54 5.24 12.56 7.55 8.94
SBI MNC FUND Reg PLAN Gr 30-09-1994 -2.43 0.49 7.23 9.88 10.84

Asset Allocation (%)

Key Performance and Risk Statistics of UTI - MNC Fund - Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
UTI - MNC Fund - Regular Plan - Growth Option 10.19 0.69 -2.29 0.86 - -
Equity: Thematic-MNC - - - - - -