Expense ratio, exit load and tax
Expense ratio: 0.93%
Inclusive of GST
Exit load
Exit load of 1% if redeemed less than 1 year
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Fund management
Education
Mr. Srivatsa is a B.Com (H), Chartered Accountant, CWA. and PGDM from IIM Indore.
Experience
Prior to joining UTI Mutual Fund in 2002 he has worked with Ford, Rhodes Parks & Co., Chartered Accountants and Madras Cements Ltd.
Managed Schemes
UTI Large & Mid Cap Fund Direct Growth
UTI Aggressive Hybrid Fund Direct Fund Growth
UTI Multi Asset Allocation Fund Direct Growth
UTI Healthcare Fund Direct Growth
UTI Dual Advantage Fixed Term Fund Series II I (1998 Days) Direct Growth
UTI Capital Protection Oriented Scheme Series VI II (1100 Days) Direct Growth
UTI Dual Advantage Fixed Term Fund Series II III (1998 Days) Direct Growth
UTI Capital Protection Oriented Scheme Series VI III (1098 Days) Direct Growth
UTI Dual Advantage Fixed Term Fund Series II IV (1997 Days) Direct Growth
UTI Capital Protection Oriented Scheme Series VII I (1098 Days) Direct Growth
UTI Dual Advantage Fixed Term Fund Series II V (1997 Days) Direct Growth
UTI Capital Protection Oriented Scheme Series VII II (1281 Days) Direct Growth
UTI Dual Advantage Fixed Term Fund Series III I (1998 Days) Direct Growth
UTI Capital Protection Oriented Scheme Series VII IV (1278 Days) Direct Growth
UTI Capital Protection Oriented Scheme Series VII V (1281 Days) Direct Growth
UTI Dual Advantage Fixed Term Fund Series III II (1278 Days) Direct Growth
UTI Dual Advantage Fixed Term Fund Series III III (1102 Days) Direct Growth
UTI Capital Protection Oriented Scheme Series VIII I (1278 Days) Direct Growth
UTI Dual Advantage Fixed Term Fund Series IV I (1279 Days) Direct Growth
UTI Dual Advantage Fixed Term Fund Series IV II (1278 Days) Direct Growth
UTI Capital Protection Oriented Scheme Series IX I (1467 Days) Direct Growth
UTI Capital Protection Oriented Scheme Series IX II (1462 Days) Direct Growth
UTI Capital Protection Oriented Scheme Series IX III (1389 Days) Direct Growth
UTI Dual Advantage Fixed Term Fund Series V I (1103 Days) Direct Growth