This Thematic MNC Fund SIP Ticked 30.97% Returns In 5 Years, SIP Starts With Rs 500

Thematic funds are equity mutual funds that invest in stocks tied to a theme. These funds are more broad-based than the sectoral fund, as they pick companies and sectors united by an idea. For instance, an infrastructure theme fund will invest in cement, power, steel, among other sectors. One of many thematic funds is UTI MNC Fund- Direct Plan-Growth that has given good returns over. Check out the details and return here.

UTI MNC Fund - Direct Plan-Growth

This is a mutual fund that primarily invests in the stock of international corporations. Launched on 01 January 2013 by the UTI Mutual Fund, it is an open-ended Thematic-MNC mutual fund scheme. It has Rs 2393.73 crore as of 28 February. As of 17th March 2022, its NAV is Rs 278.5248. Its expense ratio is 1.25%, which is higher than the category average expense ratio. Looking at the size fund of the fund, it is a medium-sized fund of its category. It is a highly risky fund for investment and could attract loss as well. However, its performance is average among its peers despite being a high-risk fund. Rating agency CRISIL has given this fund 3 star. Currently, the management is managed by Swati Anil Kulkarni. 

 Further, as an investor, you may expect profits that easily outperform inflation as well as returns from fixed-income choices if you invest for five years or longer. However, be prepared for ups and downs in the value of your investment along the road. The program aims to achieve long-term financial appreciation by investing primarily in international firms' stock and equity-related assets.

Absolute And Annualised Returns

Lump-sum Investment Returns

Tenure	Absolute Returns	Annualised Returns
1 Year	13.16%	13.16%
2 Year	53.60%	23.93%
3 Year	36.85%	10.99%
5 Year	67.87%	10.91%
Since Inception	273.21%	15.38%

SIP Returns

SIP Tenure	Absolute Returns	Annualised Returns
1 Year	-0.08%	-0.14%
2 Year	16.40%	15.38%
3 Year	23.38%	14.14%
5 Year	30.97%	10.74%

Portfolio

The fund invests 99.23% of its assets in Indian stocks, with 49.11% in big-size stocks, 34.32 percent in mid-cap stocks, and 10.17 percent in small cap equities. The fund contains a 0.2 percent debt investment, with 0.16 percent in government securities and 0.04 percent in funds with extremely low-risk securities. The Consumer Staples, Capital Goods, Automobile, Technology, and Healthcare sectors account for the majority of the fund's holdings. In comparison to other funds in the category, it has smaller exposure to the Consumer Staples and Capital Goods sectors.
 Maruti Suzuki India Ltd., Mphasis Ltd., Nestle India Ltd., Hindustan Unilever Ltd., and Honeywell Automation India Ltd. are the fund's top five holdings.

Disclaimer

Mutual fund investments are subject to market risk. Read all scheme-related documents, and Terms and Conditions carefully before investing. The above-mentioned information is purely informational and doesn't guarantee any return. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.