UTUTI MFDirect · Growth

UTI Master Plus Unit Scheme 91 - Growth - Direct Plan

Large Cap FundEquity - Large Cap FundBenchmark: BSE SENSEX
NAV · 10 Jul 2014₹119.10-0.41%
AUM₹1.1k Crfrom this fund's primary plan
Expense Ratio
CAGR
Exit Load1% before 1Y,Nil on or after 1Y
Min SIP₹500from this fund's primary plan
Launched2013

Investment Objective

An open-ended equity fund with an objective of long-term capital appreciation through investment in equities and equity related instruments, convertible, debentures, derivatives in India and also in overseas markets.

Fund Mandate

Debt0%–35%
Equity65%–100%
MMI0%–35%
Others0%–35%
Fund Managers
SR
Sanjay Ramdas Dongre
Fund Manager
Key Information
₹500from this fund's primary plan
₹5,000
1% before 1Y,Nil on or after 1Y
Nil
Inception01 Jan 2013
AMCUTI MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

Trailing Returns
PeriodReturns
1 Day-0.41%
Risk Metrics

Risk metrics are not available for this fund.

Fees
1% before 1Y,Nil on or after 1Y
Nil
₹500from this fund's primary plan
₹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