|Period||Returns (%)||Rank #|
# Moneycontrol Rank within 35 Equity Oriented Hybrid Speciality Funds Schemes.
|Year||Qtr 1||Qtr 2||Qtr 3||Qtr 4||Annual|
Fund returns v/s Category average (Equity Oriented Hybrid Speciality Funds)
|1 mth (%)||3 mth (%)||6 mth (%)||1 yr (%)||2 yr (%)||3 yr (%)||5yr (%)|
|Difference of Fund returns and Category returns||2.8||3.2||4.5||6.0||--||--||--|
|Best of category||7.5||6.8||20.9||20.0||14.9||14.1||27.8|
|Worst of category||2.6||1.1||4.6||2.3||5.5||3.9||10.5|
The primary objective of the scheme is to seek to generate long term capital appreciation with relatively lower volatility through systematic allocation of funds into equity; and in debt /money market instruments for defensive purposes. The Scheme will decide on allocation of funds into equity assets based on equity market Price Earning Ratio (PE Ratio) levels. When the markets become expensive in terms of \'Price to Earnings\' Ratio; the Scheme will reduce its allocation to equities and move assets into debt and/or money market instruments and vice versa.
|Launch date||Jan 01, 2013|
|Benchmark||CRISIL Balance Fund|
|Asset Size (Rs cr)||8.83 (Dec-31-2013)|
|Fund Manager||Anupam Tiwari
View performance of schemes managed by the Fund Manager
|Load Comments||Exit Load 1% if units are redeemed on or before 2 years from the date of allotment.|
|Equity Oriented Hybrid Speciality Funds||Crisil Rank||Assets (Rs.cr)
|3mth (%)||6mth (%)||1yr (%)||3yr (%)||5yr (%)|
|UTI Unit Linked Ins Plan - Direct||Not Ranked
|UTI Unit Linked Insurance Plan||Not Ranked
|UTI Retirement Benefit Pension||Not Ranked
|UTI Retirement Benefit - Direct||Not Ranked
|UTI Wealth Builder Sr-2- Direct (G)||Not Ranked
|* Returns over 1 year are Annualised||More »|
|No Holdings Data Available|
|No Sector Data Available|
|Cash / Call||1.51|
Principal Mutual Fund has announced to revise exit load structure under two schemes.
May 23, 2013 at 11:24 | Source: Moneycontrol.com
Principal Mutual Fund has appointed Ms. Bekxy Kuriakose as Head Fixed Income in the investment team.
Jul 17, 2012 at 18:58 | Source: Moneycontrol.com
Budget 2012 was more or less headed in a right direction. Read this space to know what the top-notch ...
Mar 16, 2012 at 17:29 | Source: Moneycontrol.com
Oct 25, 2011
Oct 25, 2011
Oct 25, 2011
Copyright © e-Eighteen.com Ltd. All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express written permission of moneycontrol.com is prohibited.