UTI Wealth Builder Fund - Growth(Merged)
NAV · 04 Oct 2011₹14.99-1.32%
AUM₹738 Cr
Expense Ratio1.88%
CAGR—
Exit LoadNil
Min SIP—
Launched2006
Investment Objective
To achieve long term capital appreciation by investing predominantly in a diversified portfolio of equity and equity related instruments.
Fund Mandate
Debt0%–35%
Equity65%–100%
MMI0%–35%
Others0%–35%
Asset Allocation
Domestic Equity95.1%
Debt2.1%
Cash & Equivalents2.8%
Fund Managers
SK
Swati Kulkarni
Fund Manager
Key Information
1.88%
—
₹5,000
Nil
Nil
Inception30 Oct 2006
AMCUTI MF
Top Holdings
1ITC LTD.CONSUMER NON DURABLES
2HDFC LTD.FINANCE
3CRISIL LTDFINANCE
4BHARAT HEAVY ELECTRICALS LTD.INDUSTRIAL CAPITAL GOODS
5AMBUJA CEMENTS LTD.CEMENT
6CAIRN INDIA LTD.OIL
7ICICI BANK LTDBANKS
8SUN PHARMACEUTICALS INDUSTRIES LTD.PHARMACEUTICALS
9INFOSYS LTD.SOFTWARE
10INDRAPRASTHA GAS LTDGAS
Sector Allocation
CONSUMER NON DURABLES13.1%
GAS11.7%
FINANCE10.0%
BANKS9.3%
SOFTWARE6.2%
INDUSTRIAL CAPITAL GOODS4.2%
CEMENT4.0%
OIL3.7%
PHARMACEUTICALS3.4%
Other2.8%
FERROUS METALS2.7%
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UTI MF Latest News
Trailing Returns
PeriodReturns
1 Day-1.32%
Risk Metrics
Risk metrics are not available for this fund.
Fees
1.88%
Nil
Nil
—
₹5,000
Capital Gains Tax, general rules
This is a debt/other (non-equity-oriented) fund. For units acquired on or after 1 April 2023, gains are taxed at your applicable income-tax slab rate regardless of holding period, the earlier long-term/indexation treatment for debt funds was removed by the Finance Act 2023.
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