UTI MNC Fund-Reg(G)
View the direct plan of this scheme
Rs 416.6674 3.7124(0.899 %) NAV as on 10 Sep 2024
Scheme Objective: The primary objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of multinational companies. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Performance (As on 10 Sep 2024)
| 6 month returns | 1 year returns | 3 year returns | 5 year returns | Returns since inception | |
|---|---|---|---|---|---|
| Scheme | 21.05 % | 31.70 % | 14.15 % | 17.74 % | 16.65 % |
| NIFTY 500 | 15.70 % | 34.92 % | 16.77 % | 21.35 % | N/A |
Portfolio
Thematic funds focus their entire portfolio on one particular theme, such as consumption, manufacturing, ESG and so on. These funds tend to cover multiple sectors that meet the theme and are more diversified than sector funds. If the theme is in market favour, returns from these funds can be much stronger than broader funds. However, returns can lag if markets donu2019t pick up the theme. These funds require well-timed entry at the low point and an exit at the high point in order to see returns. Please note that some international funds fall into this category. For such funds, taxation will be that of debt funds and not equity funds.
Thematic funds suit investors with very high risk appetites, and who have the knowledge and ability to track performance of various sectors and the broader market behaviour.
