Fund has been able to generate better returns compared to other funds in the same category
Hefty expense ratio implies reduced returns over the long term
Fund has been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Sectoral Funds - Consumption are equity schemes that majorly invest in consumption sector companies. It will give exposure to entire consumption sector which comprised a wide range of housing, health and education.
Gains are treated as short-term capital gains and taxed at 15%
Gains of over ₹ 1 lakh in a financial year are taxed at 10%
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.
₹ 1,52,488.94 Cr.