UTUTI MFGrowth

UTI Variable Investment Scheme - Index Linked Plan - Growth

Index - SensexIndex Funds - SensexBenchmark: BSE SENSEX
NAV · 30 Mar 2011₹17.38+0.56%
AUM
Expense Ratio2.25%
CAGR
Exit Load1% before 1Y,Nil on or after 1Y
Min SIP₹500from this fund's primary plan
Launched2002

Investment Objective

An open ended scheme with the objective of providing the investors with a product that would enable them to diversify their risks through a suitable allocation between debt and equity asset classes and thereby generate superior risk-adjusted returns through a dynamic asset allocation process.

Fund Mandate

Debt0%–20%
Equity80%–100%
MMI0%–20%
Others0%–20%
Fund Managers
SK
Swati Kulkarni
Fund Manager
Key Information
2.25%
₹500from this fund's primary plan
₹5,000
1% before 1Y,Nil on or after 1Y
Nil
Inception29 Nov 2002
AMCUTI MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

Trailing Returns
PeriodReturns
1 Day+0.56%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.25%
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