myplexus

NFO Monitor

Fund Fact

Name of Funds:

UTI Innovation

Opening:

25th September 2023

Closing:

9th October 2023

Minimum Investment:

Rs.5,000/- and in multiples of Re.1/- thereafter

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Not Applicable

Exit Load:

1% of NAV if redeemed/switched out within 12 months from the date of allotment

Fund Stats

Objective:

The scheme intends to provide medium to long-term capital appreciation through investment primarily in growth and innovation-oriented equity and equity-related instruments

Benchmark:

NIFTY 500

Fund Manager:

Ankit Agarwal, Deepesh Agarwal

Asset Allocation

80-100% Equity upto 20% Money Market

upto 20% Debt Nil Others

Comparable existing schemes

ICICI Prudential Innovation Fund	3.69(3M)	Not Available
Not Available	Not Available	Not Available

Fund Prognosis

Idea Distiller

Imagine Microsoft or for that matter Infosys when it started. Huge potential over time. That’s the idea.

Fund House AAUM:
Rs 26692457 Lakhs(as on 30th September 2023)
Fund Manager:
Combined experience of above 15 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

If you are the risk pro kind of investor looking for big trade off on risks then this is for you.

We provide a range of tools and financial know-how that can help you make the most of your short-term and long-term investment goals.

Important Links

Fund

Snapshot

Company

Registered with AMFI AMFI Registration No: 2654 Initial Registration Date: 19th March 2003 Validity: 14th May 2025 to 23rd May 2028