UTI Wealth Builder Fund - Series II - Retail Plan (G) |
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| Fund Type | Open-Ended |
| Scheme Objective | The objective of the Scheme is to achieve long term capital appreciation by investing predominantly in a diversified portfolio of equity and equity related instruments along with investments in Gold ETFs and Debt and Money Market Instruments. |
| Launch Date | Nov 19, 2008 |
| Asset Size (Rs cr) | 572.03 (Dec-30-2011) |
| Minimum Investment | Rs.5000 |
| Entry Load | 0.00% |
| Exit Load | 1.00% |
| Load Comments | Exit Load 1% if redeemed within 1 Year from the date of allotment. |
| Fund Manager | Lalit Nambiar |
| Benchmark | BSE-100 |
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| Response | |||
| From Date | NAV(Rs.) | To Date | NAV(Rs.) |
| 10-02-2011 | 17.780 | 10-02-2012 | 20.790 |
| Absolute Returns* 16.9% | |||
| Returns have been calculated after adjusting the NAVs for dividends, & bonus, if any. | |||
| 52-week High 20.89 (Feb 09, 12) | 52-week Low 17.87 (Feb 24, 11) |
| Historic Graph | ||||||||
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| Equity Oriented Hybrid Speciality Funds | ||
| Funds in this category are not ranked |
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