UTUTI MFIDCW

UTI India Advantage Equity Fund - Dividend

Index - NiftyIndex Funds - NiftyBenchmark: NIFTY 50
NAV · 19 Apr 2007₹8.35+0.12%
AUM
Expense Ratio
CAGR
Exit Load0%
Min SIP
Launched2000

Investment Objective

An open-ended equity fund with the objective to invest in select stocks of the BSE Sensex and the S & P CNX Nifty. The fund does not replicate any of the indices but aims to attain performance better than the performance of the indices.

Fund Mandate

Debt0%–25%
Equity75%–100%
MMI0%–25%
Others0%–25%
Fund Managers
HU
Harsha Upadhyaya
Fund Manager
Key Information
₹5,000
0%
Nil
Inception05 Feb 2000
AMCUTI MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

Trailing Returns
PeriodReturns
1 Day+0.12%
Risk Metrics

Risk metrics are not available for this fund.

Fees
0%
Nil
₹5,000
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme