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Fincash » Mutual Funds » Mutual Funds for US/Canada NRIs

Mutual Fund Houses that allow USA/Canada-based NRIs to Invest in India

Updated on August 4, 2022 , 26124 views

NRIs based in the USA and Canada would be able to invest in only some of the Mutual Fund Houses in India. Many AMCs (Asset Management Companies) in India are yet to allow investments from NRIs based in USA or Canada. This is because Foreign Account Tax Compliance Act (FATCA) enacted by the USA. Nevertheless, there are some of the leading AMCs where an NRI can plan to invest the money. Here we will also look at the KYC process for an NRI to invest in Mutual Funds in India, NRE, NRO, FCNR account, along with the Best Performing Mutual Funds to invest for earning good profits.

NRI

AMCs Accepting Investment from Canada/USA NRIs

Since the time FATCA have come into place, many AMCs have stopped accepting investments from NRIs based in the US and Canada as it involved a lot of paperwork and compliance on the part of AMCs.

Foreign Account Tax Compliance Act is obligatory for all financial institutions to share the details of transactions involving US citizens, including Non-Resident Indians (NRIs) with the US Government. This is to make sure that there is no tax evasion by US citizens on Income generated overseas. In the year 2015, India signed the Inter-Governmental Agreement (IGA) with The United State of America for implementing FATCA and improving International Tax Compliance.

Under FATCA, all the financial entities like mutual fund houses, Insurance companies, banks are supposed to furnish their client information to the Government of India that will further be shared with the US/Canadian Government.

However, there are some of the mutual fund houses that accept investments from NRIs bases in US/Canada:

Each of these AMC has a different condition to accept investments from US or Canada based NRIs. Some of the fund houses amongst these accept investments only in paper application forms, whereas a few may accept online application through NSE NMFII or BSE STARMF platform, etc.

NRE, NRO, FCNR Accounts for Investments in India

To invest in Mutual Funds in India one is supposed to open any of the following accounts with an Indian Bank:

NRE Account

This is Non-Resident External (NRE) account which can be in the form of savings, current, fixed or Recurring deposit. You need to deposit the foreign currency in this account. To be able to deposit Indian currency, you must open NRO account. There is no upper limit on the transaction amount in an NRE account.

NRO Account

The NRO or Non-Resident Ordinary account is in the form of savings or current account that is meant for NRIs to manage their income earned in India. In NRO account, foreign currency gets converted into Indian rupees after it gets deposited. An NRO account can be held jointly with another NRI as well as resident Indian (close relatives).

FCNR Account

This stands for Foreign Currency Non-Repatriable account deposits. In this account, NRIs can remit their Earnings in one of the six currencies such as Canadian $, US$, Euro, AU$, Yen, and Pound. Funds can be transferred from other FCNR or NRE accounts. In FCNR, the principal and interest don’t accrue any tax.

Once you open any of these accounts, you need successfully complete your KYC (Know Your Customer), under KYC norms, which is set by SEBI (Securities Exchange Board of India). One can complete their KYC with any of the SEBI-registered intermediates.

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KYC Procedure for NRIs to Invest in Mutual Funds

To successfully complete your KYC procedure, NRIs need to complete certain important steps and furnish documents like:

a. KYC Form

An NRI needs to submit the KYC Form with all the necessary details filled to the SEBI registered intermediate. The documents can be sent by courier/post to the intermediate.

b. Documents

Following are the necessary documents that need to be submitted:

  • Overseas address proof
  • Indian resident address proof
  • A recent photograph
  • Passport copy

In case of NRIs in the Merchant Navy, a mariner’s declaration or certified copy of Continuous Discharge Certificate must be submitted.

c. Attestation

NRIs or PIOs (Person of India Origin) can get the above documents attested by the authorised officials of overseas branches of scheduled commercial banks registered in India, judge, court magistrate, public notaries, or the Indian embassy/consulate general in the country that they are located.

d. In Personal Verification (IPV)

As per SEBI rules, IPV is mandatory for KYC process. The intermediate should conduct the IPV of NRIs/PIOs.

Please note that all the above documents/proofs while submitting should be in the English language.

Best Performing Mutual Funds for US/Canada NRIs

Fund3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)Sub Cat.
L&T Emerging Businesses Fund Growth 2.3-4.311.528.913.177.4 Small Cap
UTI Mid Cap Fund Growth 5-1.55.128.112.843.1 Mid Cap
Sundaram Small Cap Fund Growth 1.5-63.727.78.160.3 Small Cap
BNP Paribas Mid Cap Fund Growth 2.3-1.6325.311.841.5 Mid Cap
UTI Healthcare Fund Growth -1.3-7.3-12.224.21219.1 Sectoral
UTI Transportation & Logistics Fund Growth 16.610.924.5245.624.3 Sectoral
UTI Equity Fund Growth 3.9-5.5-1.822.414.434 Multi Cap
UTI Long Term Equity Fund Growth 4.8-4.8220.711.533.1 ELSS
UTI Value Opportunities Fund Growth 5.5-2.23.720.512.330.4 Value
Sundaram Mid Cap Fund Growth 6.52.38.520.48.437.5 Mid Cap
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Aug 22

*List of funds is based on past 3 Year Returns in decending order.

1. L&T Emerging Businesses Fund

To generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian markets with key theme focus being emerging companies (small cap stocks). The Scheme could also additionally invest in Foreign Securities.

L&T Emerging Businesses Fund is a Equity - Small Cap fund was launched on 12 May 14. It is a fund with High risk and has given a CAGR/Annualized return of 20% since its launch.  Ranked 2 in Small Cap category.  Return for 2021 was 77.4% , 2020 was 15.5% and 2019 was -8.1% .

Below is the key information for L&T Emerging Businesses Fund

L&T Emerging Businesses Fund
Growth
Launch Date 12 May 14
NAV (05 Aug 22) ₹45.014 ↓ -0.01   (-0.02 %)
Net Assets (Cr) ₹7,336 on 30 Jun 22
Category Equity - Small Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.95
Sharpe Ratio 0.39
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 17₹10,000
31 Jul 18₹10,820
31 Jul 19₹8,805
31 Jul 20₹7,744
31 Jul 21₹16,337
31 Jul 22₹18,068

L&T Emerging Businesses Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for L&T Emerging Businesses Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Aug 22

DurationReturns
1 Month 8.6%
3 Month 2.3%
6 Month -4.3%
1 Year 11.5%
3 Year 28.9%
5 Year 13.1%
10 Year
15 Year
Since launch 20%
Historical performance (Yearly) on absolute basis
YearReturns
2021 77.4%
2020 15.5%
2019 -8.1%
2018 -13.7%
2017 66.5%
2016 10.2%
2015 12.3%
2014
2013
2012
Fund Manager information for L&T Emerging Businesses Fund
NameSinceTenure
Venugopal Manghat17 Dec 192.62 Yr.
Vihang Naik17 Dec 192.62 Yr.
Sonal Gupta5 Jul 211.07 Yr.

Data below for L&T Emerging Businesses Fund as on 30 Jun 22

Equity Sector Allocation
SectorValue
Industrials32.28%
Consumer Cyclical18.94%
Basic Materials16.62%
Technology8.26%
Real Estate7.52%
Consumer Defensive7.04%
Financial Services3.05%
Health Care2.8%
Energy0.4%
Asset Allocation
Asset ClassValue
Cash3.1%
Equity96.9%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | KPRMILL
5%₹391 Cr7,582,009
↓ -100,000
Grindwell Norton Ltd (Industrials)
Equity, Since 30 Sep 17 | 506076
4%₹271 Cr1,610,948
↓ -27,000
E I D Parry India Ltd (Consumer Defensive)
Equity, Since 31 Jan 20 | EIDPARRY
3%₹212 Cr3,986,463
↑ 52,774
Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 31 Jul 19 | BALRAMCHIN
3%₹201 Cr5,577,995
↓ -223,750
Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Jul 19 | 532929
3%₹192 Cr4,311,022
RHI Magnesita India Ltd (Industrials)
Equity, Since 31 Aug 18 | RHIM
2%₹172 Cr3,425,917
Carborundum Universal Ltd (Industrials)
Equity, Since 31 Jul 16 | CARBORUNIV
2%₹155 Cr2,159,700
Supreme Petrochem Ltd (Basic Materials)
Equity, Since 30 Sep 16 | SPLPETRO
2%₹150 Cr1,694,075
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 30 Nov 17 | RATNAMANI
2%₹146 Cr880,422
KEI Industries Ltd (Industrials)
Equity, Since 31 Jan 20 | KEI
2%₹144 Cr1,249,400

2. UTI Mid Cap Fund

Investment objective is "capital appreciation" by investing primarily in mid cap stocks.

UTI Mid Cap Fund is a Equity - Mid Cap fund was launched on 7 Apr 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.9% since its launch.  Ranked 36 in Mid Cap category.  Return for 2021 was 43.1% , 2020 was 32.7% and 2019 was -0.2% .

Below is the key information for UTI Mid Cap Fund

UTI Mid Cap Fund
Growth
Launch Date 7 Apr 04
NAV (05 Aug 22) ₹185.723 ↑ 0.15   (0.08 %)
Net Assets (Cr) ₹6,190 on 30 Jun 22
Category Equity - Mid Cap
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.13
Sharpe Ratio -0.21
Information Ratio 0.15
Alpha Ratio -0.09
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 17₹10,000
31 Jul 18₹10,571
31 Jul 19₹8,889
31 Jul 20₹9,750
31 Jul 21₹17,184
31 Jul 22₹17,961

UTI Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for UTI Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Aug 22

DurationReturns
1 Month 11.2%
3 Month 5%
6 Month -1.5%
1 Year 5.1%
3 Year 28.1%
5 Year 12.8%
10 Year
15 Year
Since launch 17.9%
Historical performance (Yearly) on absolute basis
YearReturns
2021 43.1%
2020 32.7%
2019 -0.2%
2018 -14.9%
2017 42%
2016 3.5%
2015 6.6%
2014 90.4%
2013 9.7%
2012 41.6%
Fund Manager information for UTI Mid Cap Fund
NameSinceTenure
Ankit Agarwal30 Aug 192.92 Yr.

Data below for UTI Mid Cap Fund as on 30 Jun 22

Equity Sector Allocation
SectorValue
Consumer Cyclical26.36%
Industrials20.01%
Financial Services16.97%
Basic Materials11.07%
Health Care9.37%
Technology6.33%
Real Estate2.83%
Consumer Defensive1.52%
Utility1.19%
Energy0.77%
Asset Allocation
Asset ClassValue
Cash3.58%
Equity96.42%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Sep 17 | TIINDIA
4%₹232 Cr1,260,509
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 12 | CHOLAFIN
3%₹215 Cr3,467,175
PI Industries Ltd (Basic Materials)
Equity, Since 30 Nov 17 | PIIND
3%₹175 Cr684,325
Shriram Transport Finance Co Ltd (Financial Services)
Equity, Since 30 Apr 21 | SRTRANSFIN
3%₹163 Cr1,272,502
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | SCHAEFFLER
2%₹149 Cr651,800
Mphasis Ltd (Technology)
Equity, Since 31 Mar 15 | 526299
2%₹149 Cr648,585
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Nov 10 | FEDERALBNK
2%₹149 Cr16,464,700
Ashok Leyland Ltd (Industrials)
Equity, Since 28 Feb 21 | 500477
2%₹129 Cr8,711,102
Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Aug 13 | 500493
2%₹122 Cr1,878,064
Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 21 | ALKEM
2%₹118 Cr394,320

3. Sundaram Small Cap Fund

(Erstwhile Sundaram SMILE Fund)

To primarily achieve capital appreciation by investing in diversified stocks that are generally termed as small and mid-caps and by investing in other equities.

Sundaram Small Cap Fund is a Equity - Small Cap fund was launched on 15 Feb 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.4% since its launch.  Ranked 19 in Small Cap category.  Return for 2021 was 60.3% , 2020 was 26.2% and 2019 was -6.1% .

Below is the key information for Sundaram Small Cap Fund

Sundaram Small Cap Fund
Growth
Launch Date 15 Feb 05
NAV (05 Aug 22) ₹142.028 ↓ -0.08   (-0.05 %)
Net Assets (Cr) ₹1,805 on 30 Jun 22
Category Equity - Small Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.35
Sharpe Ratio -0.12
Information Ratio -0.11
Alpha Ratio 2.02
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 17₹10,000
31 Jul 18₹9,200
31 Jul 19₹7,206
31 Jul 20₹6,889
31 Jul 21₹13,932
31 Jul 22₹14,343

Sundaram Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for Sundaram Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Aug 22

DurationReturns
1 Month 8.8%
3 Month 1.5%
6 Month -6%
1 Year 3.7%
3 Year 27.7%
5 Year 8.1%
10 Year
15 Year
Since launch 16.4%
Historical performance (Yearly) on absolute basis
YearReturns
2021 60.3%
2020 26.2%
2019 -6.1%
2018 -29.2%
2017 55.6%
2016 -0.1%
2015 7.8%
2014 108.7%
2013 -5%
2012 44.8%
Fund Manager information for Sundaram Small Cap Fund
NameSinceTenure
Ravi Gopalakrishnan1 Jan 220.58 Yr.
Sudhir Kedia1 Jan 220.58 Yr.

Data below for Sundaram Small Cap Fund as on 30 Jun 22

Equity Sector Allocation
SectorValue
Financial Services21.35%
Industrials19.97%
Consumer Cyclical19.62%
Technology11.99%
Health Care7.7%
Basic Materials6.31%
Consumer Defensive4.12%
Real Estate1.72%
Communication Services1.56%
Asset Allocation
Asset ClassValue
Cash5.67%
Equity94.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
KPIT Technologies Ltd (Technology)
Equity, Since 30 Apr 19 | KPITTECH
3%₹63 Cr1,220,030
KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB
3%₹55 Cr372,310
Ashok Leyland Ltd (Industrials)
Equity, Since 31 Jan 22 | 500477
3%₹51 Cr3,440,000
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 28 Feb 19 | TIINDIA
3%₹48 Cr258,222
Can Fin Homes Ltd (Financial Services)
Equity, Since 30 Sep 20 | CANFINHOME
2%₹45 Cr1,046,412
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 20 | MCX
2%₹41 Cr314,000
Westlife Development Ltd (Consumer Cyclical)
Equity, Since 31 Jul 19 | 505533
2%₹41 Cr824,354
Amrutanjan Health Care Ltd (Healthcare)
Equity, Since 31 Jan 15 | AMRUTANJAN
2%₹40 Cr504,084
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 21 | ICICIBANK
2%₹38 Cr534,956
Computer Age Management Services Ltd Ordinary Shares (Technology)
Equity, Since 31 Mar 21 | CAMS
2%₹36 Cr160,000
↓ -10,000

4. BNP Paribas Mid Cap Fund

The Investment objective of the scheme is to seek to generate long-term capital appreciation by investing primarily in companies with high growth opportunities in the middle and small capitalization segment, defi ned as ‘Future Leaders’. The fund will emphasize on companies that appear to offer opportunities for long-term growth and will be inclined towards companies that are driven by dynamic style of management and entrepreneurial fl air. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns.

BNP Paribas Mid Cap Fund is a Equity - Mid Cap fund was launched on 2 May 06. It is a fund with High risk and has given a CAGR/Annualized return of 11.4% since its launch.  Ranked 18 in Mid Cap category.  Return for 2021 was 41.5% , 2020 was 23.1% and 2019 was 5.2% .

Below is the key information for BNP Paribas Mid Cap Fund

BNP Paribas Mid Cap Fund
Growth
Launch Date 2 May 06
NAV (05 Aug 22) ₹57.8189 ↓ -0.08   (-0.14 %)
Net Assets (Cr) ₹1,064 on 30 Jun 22
Category Equity - Mid Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk High
Expense Ratio 2.36
Sharpe Ratio -0.34
Information Ratio 0.02
Alpha Ratio -1.96
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 17₹10,000
31 Jul 18₹9,767
31 Jul 19₹8,984
31 Jul 20₹9,515
31 Jul 21₹16,800
31 Jul 22₹17,093

BNP Paribas Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for BNP Paribas Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Aug 22

DurationReturns
1 Month 9.5%
3 Month 2.3%
6 Month -1.6%
1 Year 3%
3 Year 25.3%
5 Year 11.8%
10 Year
15 Year
Since launch 11.4%
Historical performance (Yearly) on absolute basis
YearReturns
2021 41.5%
2020 23.1%
2019 5.2%
2018 -17.5%
2017 49%
2016 -1.2%
2015 15.3%
2014 65.6%
2013 9.5%
2012 52.2%
Fund Manager information for BNP Paribas Mid Cap Fund
NameSinceTenure
Shiv Chanani13 Jul 220.05 Yr.

Data below for BNP Paribas Mid Cap Fund as on 30 Jun 22

Equity Sector Allocation
SectorValue
Consumer Cyclical18.98%
Industrials14.7%
Financial Services13.82%
Basic Materials10.71%
Consumer Defensive9.54%
Utility7.83%
Technology6.77%
Health Care4.95%
Real Estate1.7%
Energy1.22%
Communication Services0.08%
Asset Allocation
Asset ClassValue
Cash9.7%
Equity90.3%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | 500251
5%₹56 Cr520,614
Voltas Ltd (Industrials)
Equity, Since 31 Oct 18 | VOLTAS
4%₹45 Cr463,000
↑ 15,000
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 532343
4%₹37 Cr443,000
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Aug 20 | 532286
3%₹36 Cr1,094,000
Procter & Gamble Hygiene and Health Care Ltd (Consumer Defensive)
Equity, Since 31 Dec 21 | PGHH
3%₹34 Cr25,706
↑ 720
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 22 | ITC
3%₹30 Cr1,100,000
↑ 288,000
Sundaram Finance Ltd (Financial Services)
Equity, Since 31 May 16 | SUNDARMFIN
3%₹29 Cr166,100
↑ 11,100
Endurance Technologies Ltd (Consumer Cyclical)
Equity, Since 31 Oct 16 | ENDURANCE
3%₹27 Cr194,000
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | FEDERALBNK
3%₹27 Cr3,000,000
↑ 500,000
Ashok Leyland Ltd (Industrials)
Equity, Since 31 Jul 21 | 500477
3%₹27 Cr1,800,000

5. UTI Healthcare Fund

(Erstwhile UTI Pharma & Healthcare Fund)

The Investment objective of the Scheme is capital appreciation through investments in equities and equity related instruments of the Pharma & Healthcare sectors.

UTI Healthcare Fund is a Equity - Sectoral fund was launched on 28 Jun 99. It is a fund with High risk and has given a CAGR/Annualized return of 13.8% since its launch.  Ranked 40 in Sectoral category.  Return for 2021 was 19.1% , 2020 was 67.4% and 2019 was 1.2% .

Below is the key information for UTI Healthcare Fund

UTI Healthcare Fund
Growth
Launch Date 28 Jun 99
NAV (05 Aug 22) ₹148.446 ↓ -0.61   (-0.41 %)
Net Assets (Cr) ₹683 on 30 Jun 22
Category Equity - Sectoral
AMC UTI Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.74
Sharpe Ratio -1.38
Information Ratio 0.28
Alpha Ratio -1.44
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 17₹10,000
31 Jul 18₹10,054
31 Jul 19₹9,113
31 Jul 20₹13,818
31 Jul 21₹19,638
31 Jul 22₹17,181

UTI Healthcare Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for UTI Healthcare Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Aug 22

DurationReturns
1 Month 5.4%
3 Month -1.3%
6 Month -7.3%
1 Year -12.2%
3 Year 24.2%
5 Year 12%
10 Year
15 Year
Since launch 13.8%
Historical performance (Yearly) on absolute basis
YearReturns
2021 19.1%
2020 67.4%
2019 1.2%
2018 -7.5%
2017 6.2%
2016 -9.7%
2015 12.4%
2014 43.7%
2013 23.3%
2012 24.8%
Fund Manager information for UTI Healthcare Fund
NameSinceTenure
V Srivatsa3 Mar 175.41 Yr.
Kamal Gada2 May 220.25 Yr.

Data below for UTI Healthcare Fund as on 30 Jun 22

Equity Sector Allocation
SectorValue
Health Care95.9%
Basic Materials2.23%
Asset Allocation
Asset ClassValue
Cash1.87%
Equity98.13%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 06 | SUNPHARMA
11%₹75 Cr908,230
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 28 Feb 18 | DRREDDY
10%₹65 Cr148,183
Cipla Ltd (Healthcare)
Equity, Since 31 Jan 03 | 500087
8%₹54 Cr591,986
↓ -20,736
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 20 | 532843
5%₹33 Cr1,367,275
↓ -27,290
Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 17 | DIVISLAB
5%₹31 Cr85,941
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 31 Oct 13 | AUROPHARMA
4%₹30 Cr583,215
↓ -6,396
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Apr 21 | APOLLOHOSP
4%₹27 Cr74,220
↑ 14,641
Ajanta Pharma Ltd (Healthcare)
Equity, Since 31 Jul 17 | 532331
4%₹26 Cr207,195
Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Jan 14 | 524494
4%₹25 Cr281,367
↑ 1,073
Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 31 Mar 19 | ERIS
4%₹25 Cr373,064

6. UTI Transportation & Logistics Fund

Investment Objective is “capital appreciation” through investments in stocks of the companies engaged in the transportation and logistics sector.

UTI Transportation & Logistics Fund is a Equity - Sectoral fund was launched on 11 Apr 04. It is a fund with High risk and has given a CAGR/Annualized return of 16% since its launch.  Ranked 19 in Sectoral category.  Return for 2021 was 24.3% , 2020 was 11% and 2019 was -8.7% .

Below is the key information for UTI Transportation & Logistics Fund

UTI Transportation & Logistics Fund
Growth
Launch Date 11 Apr 04
NAV (05 Aug 22) ₹150.906 ↓ -0.96   (-0.63 %)
Net Assets (Cr) ₹1,740 on 30 Jun 22
Category Equity - Sectoral
AMC UTI Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.38
Sharpe Ratio 0.55
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 17₹10,000
31 Jul 18₹10,539
31 Jul 19₹7,058
31 Jul 20₹7,141
31 Jul 21₹10,476
31 Jul 22₹12,947

UTI Transportation & Logistics Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹349,120.
Net Profit of ₹49,120
Invest Now

Returns for UTI Transportation & Logistics Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Aug 22

DurationReturns
1 Month 9.9%
3 Month 16.6%
6 Month 10.9%
1 Year 24.5%
3 Year 24%
5 Year 5.6%
10 Year
15 Year
Since launch 16%
Historical performance (Yearly) on absolute basis
YearReturns
2021 24.3%
2020 11%
2019 -8.7%
2018 -19.5%
2017 39.6%
2016 4.8%
2015 5.7%
2014 104%
2013 24.7%
2012 37.7%
Fund Manager information for UTI Transportation & Logistics Fund
NameSinceTenure
Sachin Trivedi22 Sep 165.86 Yr.

Data below for UTI Transportation & Logistics Fund as on 30 Jun 22

Equity Sector Allocation
SectorValue
Consumer Cyclical78.19%
Industrials18.23%
Financial Services1.14%
Asset Allocation
Asset ClassValue
Cash2.44%
Equity97.56%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 04 | MARUTI
18%₹312 Cr368,014
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 04 | M&M
13%₹230 Cr2,102,981
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 30 Apr 04 | TATAMOTORS
10%₹169 Cr4,106,951
Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 30 Apr 18 | 532977
9%₹158 Cr427,511
↑ 10,000
Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 30 Nov 08 | EICHERMOT
9%₹149 Cr533,474
↑ 20,000
Ashok Leyland Ltd (Industrials)
Equity, Since 30 Jun 17 | 500477
6%₹104 Cr7,009,586
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 13 | ADANIPORTS
6%₹103 Cr1,531,915
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | HEROMOTOCO
2%₹43 Cr158,115
Bosch Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 500530
2%₹41 Cr26,731
Container Corporation of India Ltd (Industrials)
Equity, Since 31 Aug 14 | CONCOR
2%₹31 Cr514,204

7. UTI Equity Fund

This Scheme primarily aims at securing for the unitholders capital appreciation by investing the funds of the scheme in equity shares and convertible and non-convertible bonds/ debentures of companies with good growth prospects and money market instruments.

UTI Equity Fund is a Equity - Multi Cap fund was launched on 18 May 92. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.3% since its launch.  Ranked 54 in Multi Cap category.  Return for 2021 was 34% , 2020 was 31.5% and 2019 was 11.7% .

Below is the key information for UTI Equity Fund

UTI Equity Fund
Growth
Launch Date 18 May 92
NAV (05 Aug 22) ₹241.602 ↑ 0.49   (0.20 %)
Net Assets (Cr) ₹22,657 on 30 Jun 22
Category Equity - Multi Cap
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.96
Sharpe Ratio -0.76
Information Ratio 0.27
Alpha Ratio -8.7
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 17₹10,000
31 Jul 18₹11,754
31 Jul 19₹10,799
31 Jul 20₹11,874
31 Jul 21₹19,408
31 Jul 22₹19,074

UTI Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for UTI Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Aug 22

DurationReturns
1 Month 12.1%
3 Month 3.9%
6 Month -5.5%
1 Year -1.8%
3 Year 22.4%
5 Year 14.4%
10 Year
15 Year
Since launch 13.3%
Historical performance (Yearly) on absolute basis
YearReturns
2021 34%
2020 31.5%
2019 11.7%
2018 3.5%
2017 30.1%
2016 1.1%
2015 0.9%
2014 46.8%
2013 7.6%
2012 32.2%
Fund Manager information for UTI Equity Fund
NameSinceTenure
Ajay Tyagi11 Jan 166.56 Yr.

Data below for UTI Equity Fund as on 30 Jun 22

Equity Sector Allocation
SectorValue
Financial Services25.18%
Consumer Cyclical18.57%
Technology13.94%
Health Care12.59%
Basic Materials7.29%
Consumer Defensive6.91%
Industrials6.3%
Communication Services5.15%
Asset Allocation
Asset ClassValue
Cash4.06%
Equity95.94%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 17 | 500034
5%₹1,150 Cr2,130,330
↑ 141,870
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 07 | HDFCBANK
5%₹1,094 Cr8,114,602
↓ -67,550
Infosys Ltd (Technology)
Equity, Since 31 May 07 | INFY
5%₹1,059 Cr7,243,016
↑ 389,130
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | ICICIBANK
5%₹1,048 Cr14,813,290
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
4%₹927 Cr5,580,951
↓ -19,860
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 31 Aug 18 | LTI
4%₹854 Cr2,147,580
↑ 18,400
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Jul 19 | 540376
3%₹753 Cr2,211,873
↑ 67,800
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Oct 15 | HDFC
3%₹733 Cr3,374,328
↓ -40,700
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jan 16 | NAUKRI
3%₹697 Cr1,854,524
↑ 48,200
Coforge Ltd (Technology)
Equity, Since 31 Jul 21 | COFORGE
3%₹651 Cr1,839,266
↑ 26,756

8. UTI Long Term Equity Fund

(Erstwhile UTI Long Term Equity Fund (Tax Saving))

The funds collected under the scheme shall be invested in equities, fully convertible debentures/ bonds and warrants 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 their acquisition.

UTI Long Term Equity Fund is a Equity - ELSS fund was launched on 15 Dec 99. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.7% since its launch.  Ranked 29 in ELSS category.  Return for 2021 was 33.1% , 2020 was 20.2% and 2019 was 10.4% .

Below is the key information for UTI Long Term Equity Fund

UTI Long Term Equity Fund
Growth
Launch Date 15 Dec 99
NAV (05 Aug 22) ₹140.683 ↑ 0.27   (0.19 %)
Net Assets (Cr) ₹2,614 on 30 Jun 22
Category Equity - ELSS
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.34
Sharpe Ratio -0.47
Information Ratio 0.05
Alpha Ratio -3.71
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Jul 17₹10,000
31 Jul 18₹10,724
31 Jul 19₹9,971
31 Jul 20₹10,443
31 Jul 21₹16,450
31 Jul 22₹16,864

UTI Long Term Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for UTI Long Term Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Aug 22

DurationReturns
1 Month 10%
3 Month 4.8%
6 Month -4.8%
1 Year 2%
3 Year 20.7%
5 Year 11.5%
10 Year
15 Year
Since launch 14.7%
Historical performance (Yearly) on absolute basis
YearReturns
2021 33.1%
2020 20.2%
2019 10.4%
2018 -6.5%
2017 33.1%
2016 3.3%
2015 2.6%
2014 40.7%
2013 7.1%
2012 26.9%
Fund Manager information for UTI Long Term Equity Fund
NameSinceTenure
Vishal Chopda30 Aug 192.92 Yr.

Data below for UTI Long Term Equity Fund as on 30 Jun 22

Equity Sector Allocation
SectorValue
Financial Services29.74%
Consumer Cyclical20.36%
Technology10.91%
Consumer Defensive9.44%
Industrials6.71%
Health Care6.41%
Basic Materials5.22%
Communication Services4.05%
Real Estate2.87%
Utility2.78%
Asset Allocation
Asset ClassValue
Cash1.53%
Equity98.47%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 11 | HDFCBANK
8%₹202 Cr1,499,134
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | ICICIBANK
8%₹201 Cr2,842,658
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY
7%₹179 Cr1,225,969
↑ 18,828
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 13 | BHARTIARTL
4%₹106 Cr1,544,105
↑ 7,744
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | 532215
4%₹97 Cr1,529,611
State Bank of India (Financial Services)
Equity, Since 30 Sep 21 | SBIN
3%₹71 Cr1,520,448
↑ 94,469
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | ITC
2%₹63 Cr2,307,070
↓ -47,701
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 19 | 500034
2%₹56 Cr103,899
↑ 10,725
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI
2%₹54 Cr63,676
↑ 326
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Mar 18 | 503100
2%₹51 Cr429,125
↓ -65,218

9. UTI Value Opportunities Fund

(Erstwhile UTI Opportunities Fund)

This scheme seeks to generate capital appreciation and/or income distribution by investing the funds of the scheme in equity shares and equity-related instruments. The main focus of this scheme is to capitalize on opportunities arising in the market by responding to the dynamically changing Indian economy by moving its investments amongst different sectors as prevailing trends change.

UTI Value Opportunities Fund is a Equity - Value fund was launched on 20 Jul 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.4% since its launch.  Ranked 82 in Value category.  Return for 2021 was 30.4% , 2020 was 19% and 2019 was 10.4% .

Below is the key information for UTI Value Opportunities Fund

UTI Value Opportunities Fund
Growth
Launch Date 20 Jul 05
NAV (05 Aug 22) ₹99.4922 ↑ 0.10   (0.10 %)
Net Assets (Cr) ₹6,055 on 30 Jun 22
Category Equity - Value
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.05
Sharpe Ratio -0.43
Information Ratio 0.16
Alpha Ratio -2.93
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 17₹10,000
31 Jul 18₹11,231
31 Jul 19₹10,488
31 Jul 20₹10,878
31 Jul 21₹16,960
31 Jul 22₹17,765

UTI Value Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for UTI Value Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Aug 22

DurationReturns
1 Month 9.8%
3 Month 5.5%
6 Month -2.2%
1 Year 3.7%
3 Year 20.5%
5 Year 12.3%
10 Year
15 Year
Since launch 14.4%
Historical performance (Yearly) on absolute basis
YearReturns
2021 30.4%
2020 19%
2019 10.4%
2018 -2.4%
2017 29.1%
2016 2.6%
2015 -5.9%
2014 41.2%
2013 5.9%
2012 27.3%
Fund Manager information for UTI Value Opportunities Fund
NameSinceTenure
Amit Premchandani1 Feb 184.5 Yr.

Data below for UTI Value Opportunities Fund as on 30 Jun 22

Equity Sector Allocation
SectorValue
Financial Services32.42%
Consumer Cyclical17.43%
Technology10.34%
Health Care9.31%
Industrials6.61%
Basic Materials6.22%
Consumer Defensive5.02%
Communication Services4.67%
Real Estate3.52%
Utility2.04%
Energy0.87%
Asset Allocation
Asset ClassValue
Cash1.55%
Equity98.45%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | HDFCBANK
9%₹573 Cr4,250,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | ICICIBANK
8%₹474 Cr6,700,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
7%₹453 Cr3,100,000
↑ 50,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
5%₹274 Cr4,000,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
4%₹255 Cr4,000,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 18 | SBIN
4%₹224 Cr4,800,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 18 | ITC
3%₹164 Cr6,000,000
Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | 532977
3%₹159 Cr430,000
Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 31 Aug 18 | EICHERMOT
2%₹123 Cr440,000
Cipla Ltd (Healthcare)
Equity, Since 30 Sep 12 | 500087
2%₹119 Cr1,293,687

10. Sundaram Mid Cap Fund

(Erstwhile Sundaram Select Midcap Fund)

To achieve capital appreciation by investing in diversified stocks that are generally termed as mid-caps.

Sundaram Mid Cap Fund is a Equity - Mid Cap fund was launched on 30 Jul 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 23.8% since its launch.  Ranked 13 in Mid Cap category.  Return for 2021 was 37.5% , 2020 was 11.8% and 2019 was -0.3% .

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund
Growth
Launch Date 30 Jul 02
NAV (05 Aug 22) ₹722.437 ↑ 2.02   (0.28 %)
Net Assets (Cr) ₹6,444 on 30 Jun 22
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.96
Sharpe Ratio -0.31
Information Ratio -1.23
Alpha Ratio -1.21
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 17₹10,000
31 Jul 18₹10,166
31 Jul 19₹8,738
31 Jul 20₹8,173
31 Jul 21₹13,698
31 Jul 22₹14,593

Sundaram Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for Sundaram Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Aug 22

DurationReturns
1 Month 13.4%
3 Month 6.5%
6 Month 2.3%
1 Year 8.5%
3 Year 20.4%
5 Year 8.4%
10 Year
15 Year
Since launch 23.8%
Historical performance (Yearly) on absolute basis
YearReturns
2021 37.5%
2020 11.8%
2019 -0.3%
2018 -15.4%
2017 40.8%
2016 11.3%
2015 11.2%
2014 75%
2013 4.6%
2012 38%
Fund Manager information for Sundaram Mid Cap Fund
NameSinceTenure
S. Bharath24 Feb 211.43 Yr.
Ratish Varier24 Feb 211.43 Yr.
Rohit Seksaria1 Jan 220.58 Yr.

Data below for Sundaram Mid Cap Fund as on 30 Jun 22

Equity Sector Allocation
SectorValue
Financial Services22.86%
Consumer Cyclical22.55%
Industrials15.8%
Basic Materials10.14%
Health Care8.61%
Technology6.06%
Consumer Defensive5.05%
Utility2.73%
Real Estate1.26%
Communication Services1.14%
Energy0.82%
Asset Allocation
Asset ClassValue
Cash2.97%
Equity97.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 09 | SCHAEFFLER
4%₹256 Cr1,118,344
↓ -88,515
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 16 | VBL
3%₹189 Cr2,390,329
SRF Ltd (Basic Materials)
Equity, Since 31 Oct 20 | SRF
3%₹180 Cr800,325
↑ 5,390
Grindwell Norton Ltd (Industrials)
Equity, Since 31 Dec 14 | 506076
3%₹175 Cr1,042,377
↓ -8,056
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
3%₹174 Cr19,328,108
Page Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 532827
3%₹167 Cr41,588
↑ 296
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 20 | NAVINFLUOR
3%₹162 Cr442,861
↑ 7,828
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 28 Feb 13 | CHOLAFIN
3%₹161 Cr2,605,065
↓ -47,080
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 21 | 532215
2%₹156 Cr2,451,728
Bank of Baroda (Financial Services)
Equity, Since 31 Dec 20 | 532134
2%₹155 Cr15,875,025

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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