Fund has been able to generate better returns compared to other funds in the same category
Fund has not been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Fixed maturity plan funds are the debt funds. Investments in this funds can only be made during the new fund offering (NFO) as these funds are the close ended funds. They invest in debt instruments with the fixed maturity period.
Gains are added to taxable income and taxed according to the individual's income tax slab
Gains are taxed at 20% with indexation benefit
Monthly Investment Amt. (₹)
Investment period (years)
UTI AMC commenced operations from February 1, 2003. It has been promoted by four sponsors, namely, SBI, Life Insurance Corporation of India, Bank of Baroda and Punjab National Bank and each of them hold 25% of the paid up capital of UTI AMC.
₹ 1,52,784.99 Cr.