Investment Objective and Approach

The UTI MNC Fund is designed with a clear primary objective: to generate long term capital appreciation by investing predominantly in equity and equity related securities of multinational companies. This thematic equity fund provides investors with focused exposure to companies with global operations and established international presence.

The fund's investment approach is built on identifying quality multinational companies operating in India that have:

- Strong global presence and brand recognition

- Robust business models with sustainable competitive advantages

- Proven track record of consistent performance

- Potential for long-term capital appreciation

The AUM (assets under management) of UTI MNC Fund is ₹2867.46 Cr as of 21st July 2025, indicating substantial investor confidence and fund size stability.

Fund Managers

The UTI MNC Fund is currently managed by Karthikraj Lakshmanan, who brings extensive expertise to the fund's management. Lakshmanan has 17 years of experience in fund management and equity research and was appointed as Senior Vice President & Fund Manager - Equity with effect from July 01, 2022.

Professional Background:

- Prior to UTI MF, he was working with Baroda BNP Paribas MF as a Senior Fund Manager, where he managed the large cap, consumption and aggressive hybrid funds

- He has also worked with ICICI Prudential MF in the PMS division, Goldman Sachs and ICICI Bank

Qualifications:

- Lakshmanan has cleared Chartered Financial Analyst level 3 and holds a Post Graduate Diploma in Finance Management. He is also an Associate Member of the Chartered Accountants of India and has a bachelor's degree in Commerce

Investment Philosophy:

He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds. This approach aligns well with the fund's objective of long-term capital appreciation through multinational company investments.

About the Fund House (AMC)

UTI Mutual Fund stands as one of India's most established and respected asset management companies with a rich heritage in the mutual fund industry.

Company Heritage:

- UTI AMC commenced operations from February 1, 2003. It has been promoted by four sponsors, namely, SBI, Life Insurance Corporation of India, Bank of Baroda and Punjab National Bank and each of them hold 25% of the paid up capital of UTI AMC

- UTI Large Cap Fund (erstwhile UTI Mastershare Unit Scheme), launched in 1986, stands as one of India's oldest mutual fund schemes

Business Scale & Presence:

- The company has a widespread presence, spanning 694 districts and served through 163 financial centers and 56,600 distributors

- As of December 2023, UTI Mutual Fund manages a total Assets Under Management (AUM) of approximately Rs. 273057 crores

Regulatory Standing:

- It was registered with SEBI or the Securities and Exchange Board of India on 01 February 2003

- The fund house operates under strict regulatory compliance and maintains high governance standards

Should I Invest in UTI MNC Fund?

UTI MNC Fund can be suitable for investors seeking:

Investment Suitability:

- Long-term wealth creation: UTI MNC Fund Direct Growth has given a CAGR return of 14.16% since inception

- Thematic exposure: Focused investment in multinational companies with global operations

- Quality company exposure: Access to established brands and businesses with proven track records

Key Performance Metrics (as of recent data):

- Over the past five years, UTI MNC Fund - Regular Plan has delivered an annualised return of 15.01% as of 20-Jul-2025

- The expense ratio of UTI MNC Fund Plan is 1.19 as of 21st July 2025

- Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 500.00

Risk Considerations:

- High equity exposure means higher volatility

- Sectoral concentration in multinational companies

- Do not invest in this, or any other MNC fund, if you need to redeem your investment in less than five years

- Market risks associated with equity investments

Ideal Investor Profile:

- Long-term investment horizon (5+ years)

- Moderate to high risk appetite

- Seeking exposure to quality multinational companies

- Understanding of thematic fund characteristics

FAQs

What is today's NAV of UTI MNC Fund?

Latest NAV for UTI MNC Fund is at ₹ 438.96. NAV changes daily based on market movements.

What is the AUM of UTI MNC Fund?

The AUM (assets under management) of UTI MNC Fund is ₹2867.46 Cr as of 21st July 2025.

What is the expense ratio of UTI MNC Fund?

The expense ratio of UTI MNC Fund Plan is 1.19 as of 21st July 2025.

What are the returns of UTI MNC Fund since inception?

UTI MNC Fund Direct Growth has given a CAGR return of 14.16% since inception. The fund was launched in 2013.

What is the minimum SIP amount to invest in UTI MNC Fund?

The min. SIP amount to invest in this scheme is ₹500 with lump sum minimum of ₹5,000.

How do I invest in UTI MNC Fund?

You can invest in UTI MNC Fund through Allvest platform, AMC website, or authorized distributors. Complete your KYC, select the fund, and make payment via available modes.

How to start a SIP in UTI MNC Fund?

Start SIP through Allvest by selecting UTI MNC Fund, choosing SIP amount (minimum ₹500), setting investment date, and authorizing auto-debit from your bank account.

How do I automate an SIP in UTI MNC Fund?

Through Allvest platform, set up auto-invest feature which automatically invests your chosen amount at regular intervals without manual intervention.

How can I withdraw/redeem my investment in UTI MNC Fund?

Log into Allvest platform, navigate to your portfolio, select UTI MNC Fund, choose partial or full redemption, and submit your request. Funds will be credited to your registered bank account.