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 16-01-2026

398.7679

0.8377

CAGR Since Inception

14.62%

NIFTY MNC TRI 13.27%

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 5.28 13.47 11.82 10.82 14.62
NIFTY MNC TRI 13.25 16.78 14.76 14.64 13.27
Equity: Thematic-MNC 3.09 11.98 11.25 10.06 12.22

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 5.28 8.74 13.47 11.82 10.82
Kotak MNC Fund Reg Gr 28-10-2024 8.3 0.0 0.0 0.0 0.0
ICICI Pru MNC Gr 05-06-2019 5.42 8.9 15.1 15.55 0.0
HDFC MNC Fund Gr 09-03-2023 2.97 3.65 0.0 0.0 0.0
ABSL MNC Gr Reg 01-12-1999 0.84 5.44 12.24 7.75 8.77
SBI MNC FUND Reg PLAN Gr 30-09-1994 -4.27 -0.35 7.11 9.9 10.58

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 0.67 -1.1 0.84 - -
Equity: Thematic-MNC - - - - - -