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UTI Mastershare Unit Scheme-Income

Ranked 56 out of 65 in - India over 12 months
All calculations are in USD unless stated

Managed by

Swati Kulkarni

Swati Kulkarni is an executive vice president and fund manager at UTI AMC, where she has been working for the past 19 years. Swati started managing funds in 2004, running a number of equity funds. She is also a CFA charterholder and is a master’s graduate. Before fund management, she analysed companies across all sectors and handled mutual fund research.

Objective

This scheme aims at securing for the unit holders capital appreciation by investing the funds of the scheme in equity shares, equity related instruments and fully convertible bonds/ debentures of companies. Investment may also be made in issues of partly convertible debentures/bonds including those issued on rights basis subject to the condition that, as far as possible, the non-convertible portion of the debentures/bonds so acquired or subscribed shall be disinvested within a period of twelve months from the date of acquisition.

Showing fund performance in Bahrain View performance globally

Performance

India over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 16.8% 4.0% 1.2%
2016 1.0% -2.1% 5.0% 6.7% -7.9%
2015 -5.1% 7.5% -5.5% -4.8% -1.9%
2014 40.4% 11.1% 15.2% 3.9% 5.6%
2013 -6.2% -3.3% -6.8% -6.3% 11.1%
2012 21.2% 17.2% -8.7% 14.4% -1.0%
2011 -32.4% -4.0% -0.9% -16.5% -15.0%
2010 23.4% 4.8% -0.1% 16.6% 1.0%
2009 82.3% -1.8% 44.3% 18.6% 8.4%
2008 -59.9% -27.5% -19.3% -11.5% -22.6%
2007 82.4% -3.0% 24.1% 18.7% 27.7%
2006 29.2% 17.4% -17.3% 16.1% 14.7%
2005 26.9% -4.2% 7.4% 18.0% 4.5%
2004 29.6% 4.6% -14.3% 12.0% 29.1%
2003 88.7% -4.4% 18.7% 25.1% 33.0%
2002 15.5% 10.7% -2.7% -6.1% 14.1%
2001 -23.8% -5.3% -10.3% -23.7% 17.6%
2000 -27.9% -2.5% -10.2% -14.4% -3.7%
1999 47.0% 12.7% 6.6% 18.8% 3.1%
1998 -18.8% 4.7% -24.3% 2.8% -0.2%
1997 -3.1% 12.9% 7.3% -8.2% -12.9%
1996 -4.2% 12.4% 11.2% -17.0% -7.7%
1995 -11.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Bahrain
  2. India

Fund Info

  • Launch date03/02/1987
  • Share Class size34,880Mn
  • Base currencyINR
  • ISIN INF189A01038

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment500

Charges

  • Initial investment0

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).