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UTI Dividend Yield Fund - Regular Plan-Growth

Description:

An Open ended equity scheme which aims to provide medium to long term capital gains and/or dividend distribution by investing predominantly in equity and equity related instruments which offer high dividend yield.

Key Highlights:

Category Performance Sharpe DD
Equity: Thematic-Dividend Yield 15.20% 0.86 -50.84%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Thematic-Dividend Yield
Performance 15.20%
Sharpe 0.86
DD -50.84%
Risk Score
1 2 3 4 5

Description:

An Open ended equity scheme which aims to provide medium to long term capital gains and/or dividend distribution by investing predominantly in equity and equity related instruments which offer high dividend yield.
UTI Value Opportunities Fund - Regular Plan-Growth

Description:

The scheme seeks to generate capital appreciation and/ or income distribution by investing the funds of the scheme in equity shares and equity related instruments. The focus of the scheme is to capitalize on opportunities arising in the market by responding to the dynamically changing Indian economy by moving its investments amongst different sectors as prevailing trends change.

Key Highlights:

Category Performance Sharpe DD
Equity: Value Oriented 14.80% 0.77 -55.59%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Value Oriented
Performance 14.80%
Sharpe 0.77
DD -55.59%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to generate capital appreciation and/ or income distribution by investing the funds of the scheme in equity shares and equity related instruments. The focus of the scheme is to capitalize on opportunities arising in the market by responding to the dynamically changing Indian economy by moving its investments amongst different sectors as prevailing trends change.
Nippon India Consumption Fund-Growth

Description:

The scheme aims to generate consistent returns by investing in equity or equity related or fixed income securities of media and entertainment and other associated companies.

Key Highlights:

Category Performance Sharpe DD
Equity: Thematic-Consumption 14.24% 0.67 -71.18%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Thematic-Consumption
Performance 14.24%
Sharpe 0.67
DD -71.18%
Risk Score
1 2 3 4 5

Description:

The scheme aims to generate consistent returns by investing in equity or equity related or fixed income securities of media and entertainment and other associated companies.
ICICI Prudential Passive Strategy Fund (FOF)-Growth

Description:

The scheme aims to generate long term capital appreciation by investing predominantly in the schemes of Prudential ICICI Mutual Fund having asset allocation to equity and equity related securities and a small portion in debt and money market instruments.

Key Highlights:

Category Performance Sharpe DD
Equity: Flexi Cap 13.15% 0.88 -46.35%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Flexi Cap
Performance 13.15%
Sharpe 0.88
DD -46.35%
Risk Score
1 2 3 4 5

Description:

The scheme aims to generate long term capital appreciation by investing predominantly in the schemes of Prudential ICICI Mutual Fund having asset allocation to equity and equity related securities and a small portion in debt and money market instruments.
UTI Multi Asset Fund - Regular Plan-Growth

Description:

The scheme seeks to achieve long term capital appreciation through investments in a diversified portfolio of equity and equity related instruments along with Gold ETFs and debt/money market instruments.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Multi Asset Allocation 11.87% 0.95 -25.07%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Multi Asset Allocation
Performance 11.87%
Sharpe 0.95
DD -25.07%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to achieve long term capital appreciation through investments in a diversified portfolio of equity and equity related instruments along with Gold ETFs and debt/money market instruments.
UTI Healthcare Fund - Regular Plan-Growth

Description:

An open-end fund which exclusively invests in the equities of the pharma & healthcare sector companies. This fund is one of the growth sector fund s aiming to invest in companies engaged in business of manufacturing and marketing of bulk drug

Key Highlights:

Category Performance Sharpe DD
Equity: Sectoral-Pharma 14.31% 0.85 -33.91%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Sectoral-Pharma
Performance 14.31%
Sharpe 0.85
DD -33.91%
Risk Score
1 2 3 4 5

Description:

An open-end fund which exclusively invests in the equities of the pharma & healthcare sector companies. This fund is one of the growth sector fund s aiming to invest in companies engaged in business of manufacturing and marketing of bulk drug
Aditya Birla Sun Life Tax Plan-Growth

Description:

An Open-ended Equity Linked Savings Scheme (ELSS) with the objective to achieve long-term growth of capital along with income tax relief for investment.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 10.03% 0.55 -64.68%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 10.03%
Sharpe 0.55
DD -64.68%
Risk Score
1 2 3 4 5

Description:

An Open-ended Equity Linked Savings Scheme (ELSS) with the objective to achieve long-term growth of capital along with income tax relief for investment.
ICICI Prudential Nifty Next 50 Index Fund-Growth

Description:

The objective of the fund is to invest in companies whose securities are included in Nifty Next 50 Index and to endeavor to achieve the returns of the above index as closely as possible.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 11.29% 0.64 -37.75%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 11.29%
Sharpe 0.64
DD -37.75%
Risk Score
1 2 3 4 5

Description:

The objective of the fund is to invest in companies whose securities are included in Nifty Next 50 Index and to endeavor to achieve the returns of the above index as closely as possible.
UTI Core Equity Fund - Regular Plan-Growth

Description:

The scheme aims to provide long term capital appreciation / dividend distribution be investing atleast 65 per cent of assets in equity and equity related instruments of top 100 stocks by market capitalization listed on BSE. Rest of the assets will be invested in other equities or money & debt market securities.

Key Highlights:

Category Performance Sharpe DD
Equity: Large & MidCap 17.36% 0.55 -60.52%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large & MidCap
Performance 17.36%
Sharpe 0.55
DD -60.52%
Risk Score
1 2 3 4 5

Description:

The scheme aims to provide long term capital appreciation / dividend distribution be investing atleast 65 per cent of assets in equity and equity related instruments of top 100 stocks by market capitalization listed on BSE. Rest of the assets will be invested in other equities or money & debt market securities.
ICICI Prudential Asset Allocator (FOF) Fund-Growth

Description:

The scheme aims to generate long term capital appreciation and current income by investing in the schemes of Prudential ICICI Mutual Fund having asset allocation to equity and equity related securities as well as to fixed income securities.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Dynamic Asset Allocation 12.10% 1.11 -35.10%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Dynamic Asset Allocation
Performance 12.10%
Sharpe 1.11
DD -35.10%
Risk Score
1 2 3 4 5

Description:

The scheme aims to generate long term capital appreciation and current income by investing in the schemes of Prudential ICICI Mutual Fund having asset allocation to equity and equity related securities as well as to fixed income securities.

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