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Mutual Funds

Fixed Deposit

investment in Gold

Gold

SIP

Secured NCD

PMS

P2P

Govt. Bond

IPO

NPS

Capital Gain Bond

Capital Gain Bond

International Stoks

International

Mutual Funds

Fixed Deposit

Gold

NPS

SIP

Secured NCD

PMS

Capital Gain Bond

P2P

Govt. Bond

IPO

International Stocks

Invest

WHAT'S NEW

New Fund Offer (NFO)

Forthcoming Dividend

PRESENTATION

SBI Monthly Market Outlook July 2022

Invesco Market Outlook Presentation as on July 2022

FOCUS ON WHAT MATTERS

Asset Allocation (Diversification)

Financial Planning

POPULAR SCHEME

UTI Core Equity Fund

NAV (Rs.)

Dividend
Growth

79.92

AUM

953 Cr.

Launch Date

May 20, 2009

Bench Mark

NIFTY Large Midcap 250

Fund Manager

V. Srivatsa

Returns

1Y
3Y
5Y
Since Inception

11.65 %

Know More Invest Now

IDFC Sterling Value Fund

NAV (Rs.)

Dividend
Growth

65.78

AUM

3,169 Cr.

Launch Date

Mar 07, 2008

Bench Mark

S&P BSE 400 MidSmallCap TRI

Fund Manager

Anoop Bhaskar

Returns

1Y
3Y
5Y
Since Inception

15.49 %

Know More Invest Now

Union Midcap Fund

NAV (Rs.)

Dividend
Growth

21.28

AUM

190 Cr.

Launch Date

Mar 23, 2020

Bench Mark

NIFTY Midcap 100 TRI

Fund Manager

Hardick Bora

Returns

1Y
3Y
5Y
Since Inception

108.97 %

Know More Invest Now

UTI Core Equity Fund

NAV (Rs.)

Dividend
Growth

79.92

AUM

953 Cr.

Launch Date

May 20, 2009

Bench Mark

NIFTY Large Midcap 250

Fund Manager

V. Srivatsa

Returns

1Y
3Y
5Y
Since Inception

11.65 %

Know More Invest Now

IDFC Sterling Value Fund

NAV (Rs.)

Dividend
Growth

65.78

AUM

3,169 Cr.

Launch Date

Mar 07, 2008

Bench Mark

S&P BSE 400 MidSmallCap TRI

Fund Manager

Anoop Bhaskar

Returns

1Y
3Y
5Y
Since Inception

15.49 %

Know More Invest Now

Union Midcap Fund

NAV (Rs.)

Dividend
Growth

21.28

AUM

190 Cr.

Launch Date

Mar 23, 2020

Bench Mark

NIFTY Midcap 100 TRI

Fund Manager

Hardick Bora

Returns

1Y
3Y
5Y
Since Inception

108.97 %

Know More Invest Now

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MUTUAL FUNDS : Aditya Birla Sun Life | Axis | Baroda | BNP Paribas | BOI AXA | Canara Robeco | DSP | Edelweiss | Franklin Templeton | HDFC | HSBC | ICICI Prudential | IDBI | IDFC | IIFL | Indiabulls | Invesco | ITI | JM Financial | Kotak Mahindra | Motilal Oswal | Navi | Mahindra Manulife | Mirae Asset | LIC | L&T | Nippon India | PPFAS | PGIM India | Principal | Quant | Quantum | SBI | Shiram | Sundaram | Tata | Taurus | TRUST | Union | UTI | YES

FIXED DEPOSIT : Bajaj Finance | Can Fin Homes | HDFC Ltd | ICICI Home Finance | LIC Housing Finance | Mahindra Home Finance | PNB Housing Finance | Sundaram Home Finance | Shriram City Union | Shriram Transport Finance

BONDS : RBI Bond | Capital Gain Bonds | Gold Bond

DISCLAIMER : Investors are advised to go through the financial reports of the company and prospectus before investment. We do not assure in any manner what so ever, timely payment of your investments or interest / dividend / gain there on. Mutual Fund investment is subject to market risk. Read all documents carefully before investing

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