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Sectoral / ThematicregulargrowthVery High📊 BSE 200 TRI

UTI - MNC Fund - Regular Plan - Growth Option

UTI Mutual Fund

#109 of 213 (1Y)

₹386.4313

3.98 (-1.02%)

NAV as of 29 May 2026

LowLow toModerateModerateModerately HighHighVery High
Riskometer
Very High

Today's NAV — all variants

Regular · Growth

₹₹386.4313

3.98 (-1.02%)

29 May 2026

AMFI: 100740

Direct · Growth

₹₹433.3430

4.44 (-1.01%)

29 May 2026

AMFI: 120682

Regular · IDCW

₹₹199.2381

2.05 (-1.02%)

29 May 2026

AMFI: 100739

Direct · IDCW

₹₹224.7892

2.30 (-1.01%)

29 May 2026

AMFI: 120681

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+0.87%
1 Month-0.57%
3 Months-1.59%
6 Months-4.88%
1 Year+2.07%
3 Years (CAGR)+11.49%
5 Years (CAGR)+10.16%
10 Years (CAGR)
Since Inception (Jul 2005)+14.16%

Returns calculated from 14 August 2018 onwards due to a structural change in the scheme on that date. Pre-2018 NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP-1.32%
3 Year SIP+4.36%
5 Year SIP+7.76%
Since Inception (Jul 2005)+11.98%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹1,25,000

Invested

₹5,13,757

Value today

13.2%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹16,007

Value today

14.2%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹12,50,000

Withdrawn

₹1,08,69,379

Corpus left

+₹1,11,19,379 net gain — withdrew ₹12,50,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹84,74,612

Value today

-11.8%

vs lumpsum

Direct lumpsum would have beaten STP by 11.8% — but STP reduced timing risk

Model your own STP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹2,70,562

Value today

2.7×

Multiple

Staying invested through that crash turned ₹1L into ₹2,70,562 — a 2.7× return

Read: Staying invested through crashes

Direct vs Regular — ₹500/month over 10 years

Expense ratio drag on your actual returns

Direct plan

₹93,558

Regular plan

₹96,075

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseUTI Mutual Fund
CategorySectoral / Thematic
Plan Typeregular
Optiongrowth
AUM₹2,703 Cr
Expense Ratio2.06%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkBSE 200 TRI ✓
Launch Date30 Jul 2005
AMFI Code100740

Risk Metrics

Trailing 1 year, annualised

-0.58

Sharpe Ratio

-0.06

Alpha

0.40

Beta

-0.53

Sortino

12.71%

Std Dev

-16.74%

Max Drawdown

Portfolio Holdings

Top 50 holdings · as of Mar 2026

Equity48 holdings · 93.5%
Security% NAV

MARUTI SUZUKI INDIA LTD.

INE585B01010

8.82%

VEDANTA LTD

INE205A01025

5.69%

HINDUSTAN UNILEVER LTD

INE030A01027

5.59%

NESTLE INDIA LTD.

INE239A01024

4.84%

PROCTOR & GAMBLE HEALTH LTD

INE199A01012

4.54%

UNITED SPIRITS LTD.

INE854D01024

4.44%

BRITANNIA INDUSTRIES LTD.

INE216A01030

3.77%

GLAND PHARMA LTD.

INE068V01023

2.97%

CRISIL LTD.

INE007A01025

2.79%

INFOSYS LTD.

INE009A01021

2.78%

PROCTER & GAMBLE HYGIENE & HEL

INE179A01014

2.62%

LG ELECTRONICS INDIA LTD

INE324D01010

2.37%

HYUNDAI MOTOR INDIA LTD

INE0V6F01027

2.34%

TATA CONSULTANCY SERVICES LTD.

INE467B01029

2.14%

ABBOTT INDIA LTD.

INE358A01014

2.12%

AFFLE 3I LIMITED

INE00WC01027

1.99%

SCHAEFFLER INDIA LTD

INE513A01022

1.74%

SUN PHARMACEUTICALS INDUSTRIES

INE044A01036

1.60%

NIPPON LIFE INDIA ASSET MANAGE

INE298J01013

1.52%

SIEMENS INDIA LTD.

INE003A01024

1.51%

CUMMINS INDIA LTD.

INE298A01020

1.49%

BOSCH LTD.

INE323A01026

1.43%

AKZO NOBEL INDIA LTD.

INE133A01011

1.41%

CIE AUTOMOTIVE INDIA LTD

INE536H01010

1.37%

AUROBINDO PHARMA LTD.

INE406A01037

1.34%

3M INDIA LTD.

INE470A01017

1.30%

SAMVARDHANA MOTHERSON INTL LTD

INE775A01035

1.23%

PFIZER LIMITED

INE182A01018

1.22%

GULF OIL LUBRICANTS INDIA LTD

INE635Q01029

1.17%

WHIRLPOOL OF INDIA LTD.

INE716A01013

1.16%

ADVANCED ENZYME TECHNOLOGIE LT

INE837H01020

1.09%

RHI MAGNESITA INDIA LTD

INE743M01012

1.08%

COFORGE LTD

INE591G01025

1.04%

TIMKEN INDIA LTD.

INE325A01013

1.00%

LTIMindtree Limited

INE214T01019

0.99%

MOTHERSON SUMI WIRING INDIA LT

INE0FS801015

0.98%

SANOFI CONSUMER HEALTHCARE INDIA LTD

INE0UOS01011

0.94%

YATRA ONLINE LTD.

INE0JR601024

0.92%

GRINDWELL NORTON LTD.

INE536A01023

0.89%

NAVIN FLUORINE INTERNATIONAL L

INE048G01026

0.85%

SKF INDIA (INDUSTRIAL) LTD

INE2J8701016

0.72%

ASTRAZENCA PHARMA INDIA LTD.

INE203A01020

0.68%

TEAMLEASE SERVICES LTD. .

INE985S01024

0.63%

GILLETTE INDIA LTD.

INE322A01010

0.59%

ESCORTS KUBOTA LTD

INE042A01014

0.54%

SKF INDIA LTD.

INE640A01023

0.47%

MPHASIS LTD

INE356A01018

0.42%

THOMAS COOK [I] LTD.

INE332A01027

0.41%
Debt1 holding · 0.4%
Security% NAV

6.75% GOVT BONDS MAT - 23/12/2029

IN0020240183

0.41%
Fund Units1 holding · 2.1%
Security% NAV

UNITS UTI LIQUID FUND

INF789F01XQ6

2.06%

Performance Comparison

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Investment Objective

UTI - MNC Fund - Regular Plan - Growth Option invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.

About This Fund

UTI - MNC Fund - Regular Plan - Growth Option is a Sectoral / Thematic mutual fund offered by UTI Mutual Fund. The fund has been operational for over 20 years. It manages assets worth ₹2,703 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against BSE 200 TRI. The current expense ratio is 2.06%.

Who Should Invest?

  • Aggressive investors comfortable with significant short-term volatility
  • Investors with a long-term horizon of 7+ years who can ride out market cycles
  • SIP investors who can benefit from rupee cost averaging during market fluctuations