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Thursday, September 1, 2016

UTI Wealth Builder Fund

UTI Wealth Builder Fund Online

The UTI Wealth Builder Fund aims to achieve long-term capital appreciation by investing predominantly in a diversified portfolio of equity related instruments along with investments in Gold ETFs, Debt and Money Market instruments. However, since more than 90% of the variation in the return is determined by asset allocation, there can be no assurance that the investment objective of the scheme will be achieved.




UTI Wealth Builder Fund Snapshot:
 
Name of the scheme
 UTI Wealth Builder Fund
  
Date of inception
 November 19, 2008.
  
Asset Allocation
 Equity & equity related instruments: Min 65% - Max 100% (high risk) Debt & Money Market Instruments: Min 0% - Max 35% (low to medium risk) Gold ETFs: Min 0% - Max 35% (high risk)
  
Fund Manager
 V Srivatsa
  
Options / Plans Available
  Growth, Dividend Payout & Dividend Reinvestment option (Retail & Direct Plan)
Default Option – Growth Option
Minimum Application Amount Rs. 5,000/- and in multiples of Re. 1/- thereafter subsequent minimum investment of Rs. 1000/- and in multiples of Re.1/- thereafter
  
Special Products
  Systematic Investment Plan (SIP)/ Micro SIP
Systematic Transfer Investment Plan (STRIP)
Systematic Withdrawal Plan (SWP)
Dividend Transfer Plan (DTP)
  
Load
 Entry Load (as % of NAV): NIL Exit Load (as % of NAV): less than 1 year – 1% greater than or equal to one year – Nil
 

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