Loading mutual fund details…
UTI - MNC Fund - Regular Plan - Growth Option is an equity scheme managed by UTI Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 13.96%, with the bottom and top quartiles at 12.52% and 15.47% respectively. It has ranked in the top half of its category for 4 of the last 12 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 2.98% on assets of ₹2,662Cr. The fund is currently managed by Mr. Karthikraj Lakshmanan, appointed within the last year.
Lower is better.
This scheme classifies as Large-Blend on the 3x3 equity style box, with 90% of its portfolio classified as of 2026-04-30.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| LG Electronics India Limited | Technology | 2.39% |
| Hyundai Motor India Ltd | Consumer Cyclical | 2.38% |
| Coforge Limited | Technology | 1.01% |
| SKF India Industrial Ltd | Industrials | 0.69% |
| Siemens Energy India Limited | Utilities | 0.43% |
| Sector | Holdings | Weight |
|---|---|---|
| Pharmaceuticals & Biotechnology | 8 | 14.34% |
| Automobiles | 1 | 11.08% |
| Food Products | 2 | 9.38% |
| It - Software | 1 | 8.92% |
| Auto Components | 6 | 7.78% |
| Industrial Products | 1 | 6.03% |
| Diversified FMCG | 1 | 5.58% |
| Consumer Durables | 1 | 5.04% |
| Beverages | 2 | 4.74% |
| Personal Products | 2 | 3.19% |
| Finance | 1 | 2.93% |
| Electrical Equipment | 1 | 2.22% |
| IT - Services | 1 | 1.78% |
| Capital Markets | 1 | 1.75% |
| Leisure Services | 2 | 1.39% |
| Diversified | 1 | 1.32% |
| Petroleum Products | 1 | 1.18% |
| Chemicals & Petrochemicals | 2 | 1.12% |
| Commercial Services & Supplies | 1 | 0.63% |
| Agricultural, Commercial & Construction Vehicles | 1 | 0.59% |
| Diversified Metals | 1 | 0.41% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -7.93% | 1.91% | 10.80% | 27.44% | 45.35% | 84.5% |
| 3Y | 8.22% | 12.52% | 13.96% | 15.47% | 17.56% | 100.0% |
| 5Y | 8.11% | 10.91% | 13.73% | 14.89% | 16.24% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 6.9% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
| 5Y |
|---|
| Star |
|---|
| Aditya Birla Sun Life MNC Fund - Growth - Regular Plan | Aditya Birla Sun Life Mutual Fund | ₹3,353 Cr | 1.95% | +9.75% | +6.26% | 3★ |
| SBI MNC FUND - REGULAR PLAN -GROWTH | SBI Mutual Fund | ₹5,958 Cr | 1.85% | +6.89% | +8.48% | 1★ |
| Nippon India MNC Fund- Regular Plan-Growth Option | Nippon India Mutual Fund | ₹418 Cr | 2.41% | — | — | — |
| Kotak MNC Fund-Regular Plan- Growth | Kotak Mahindra Mutual Fund | ₹2,048 Cr | 2.06% | — | — | 2★ |