UTI MNC Fund Review

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In this article, we are going to review the UTI MNC Fund. It is a type of thematic fund that invests in stocks of multinational corporations to achieve capital growth at relatively low volatility. The fund endeavors to invest in companies which are characterized by low financial leverage and has a high potential to lead pricing in their respective sectors.  

Age of the Fund: 

The fund was started on the 1st of Jan 2013. Despite being relatively young, the fund has performed quite well, according to the investor in the long term. These funds are good for those who are seasonal investor and looking forward to staying invested for the long term.   

Risk and Return of the Fund:  

Risk is a vital thing, which is associated with every investment.  As one of the investment principles “the more you take the risk, greater will be the return “. But one should always be aware about the capital protection also. The prime purpose of every scheme is to generate considerable returns with adequate risk. So, before choosing any fund, it’s much better to make a risk assessment. The risk associated with this fund is moderately high. It has provided considerable returns, quiet more than the benchmark.  

Expense Ratio of the Fund: 

The expense ratio plays an important role in selecting the mutual fund. Higher the expense ratio, the lesser will be mutual fund returns. An expense ratio is basically a fee paid to the fund in order to manage the expense of fund managers, operational cost as well as marketing cost. The expense ratio of the fund associated is 1.46%. Let’s compare the expense ratio of the fund:   

Fund   Expense Ratio  
Aditya Birla Sun Life MNC Direct   1.23% 
SBI Magnum Global Direct   1.31% 

Top Holding of the Firms:   

Let’s look at the top holding of the firms:  

Company   Sector  
Hindustan Unilever LTD   Diversified  
Maruti Suzuki LTD   Passenger  
Britannia Industries LTD   Consumer Food  
Nestle India Pvt LTD   Consumer Food  




*Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. 

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