UTI MUTUAL FUND
Mutual funds can provide a structured way to invest towards your financial goals. At Shri Krishna Finance, we help you understand investment options and make informed financial decisions based on your needs.
Whether you are looking to begin investing, build a disciplined investment habit or plan for long-term financial goals, our team can help you understand the available options.
INVESTMENT OPTIONS
Explore carefully selected mutual fund options across gold, silver, healthcare and transportation sectors, giving you opportunities to diversify your investment portfolio.
UTI Gold ETF mirrors physical gold prices, so when gold prices rise or fall, ETF value moves accordingly. ETF units are traded on stock exchanges just like shares and each unit usually represents approximately one gram of gold in the beginning. Gold ETFs have a relatively lower expense ratio and relatively lower tracking error with no exit load. Gold ETF has a return of over 43% in the last 1 year.
UTI Silver ETF provides investors with an opportunity to gain exposure to silver by investing in the units of UTI Silver ETF. Silver occupies a unique space in one’s portfolio as both a precious metal and a critical industrial resource. UTI Silver ETF not only helps diversify investments and act as a cushion against currency depreciation, it also poses potential long-term benefits from growing use of silver in electronics, solar and green technologies. Silver ETF has a return of over 90% in the last 1 year.
UTI Healthcare Fund is an open-ended equity scheme investing in healthcare services sector focusing on businesses principally engaged in healthcare & pharma sector. The Fund has a high preference for companies with domestic focus, enriched profitability, sound technical expertise & corporate governance. The Fund has a return of over 16% p.a. since inception.
UTI Transportation & Logistics Fund is an open-ended equity scheme investing in transportation & logistics sector. The Fund predominantly invests in stocks of companies principally engaged in transportation & logistics sector but also invests actively in companies engaged in the design, manufacture, distribution or sale of transportation component/ services. The Fund has a return of over 19% p.a. since inception.
GOAL BASED SOLUTIONS
Choose investment solutions designed around important financial goals, from retirement and children's education to building an emergency fund.
UTI Retirement Fund is an open-ended retirement solution-oriented scheme having a lock in of 5 years or till retirement age (whichever is earlier). The Fund invests a minimum of 60% in debt securities and the remaining in equity. In the equity portion, it has the flexibility to position itself actively across the market cap spectrum. The debt portion of the fund primarily invests in high-quality debt instruments across various maturities. The Fund provides the convenience of Annuity pay out with Systematic Withdrawal Option (SWP).
UTI Children’s Hybrid Fund is an open-ended fund for investment for children having a lock in for at least 5 years or till the child attains age of majority whichever is earlier. The Fund invests a minimum of 60% in debt securities and remaining in equity. The debt portion of the fund primarily invests in high-quality debt instruments across maturities. In the equity portion, the fund has the flexibility to position itself actively across the market cap spectrum. The Fund has a return of over 9% since inception.
UTI Children’s Equity Fund is an open-ended fund for investment for children having a lock in for at least 5 years or till the child attains age of majority whichever is earlier. The Fund invests a minimum of 60% in equity and remaining in debt securities. The equity portion of the fund has the flexibility to position itself actively across the market cap spectrum. The debt portion of the fund primarily invests in high-quality debt instruments across maturities. The Fund has a return of over 12% since inception.
UTI Liquid Fund is a type of debt mutual fund scheme that invests in debt and money market securities with maturity of up to 91 days only. Due to the short duration of the securities, it carries negligible interest rate risk and credit risk. Exit load is charged on the investments in liquid funds if redeemed within seven days from date of investment. The Fund has a return of over 6% since inception.
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