Expense ratio, exit load and tax
Expense ratio: %
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed as per your Income Tax slab.
Fund management
Education
Mr. Chopra is a B.Sc. from St.Stephen's College and an MBA from FMS, Delhi.
Experience
He has been with UTI AMC since 1994 beginning with Investment Research and then moving into the area of Fund Management. Prior to this, he had an experience of 2 years of working with Aaina Exports Ltd and Stenay Ltd. He serves on the Executive Investment Committee (EIC), Valuation Committee and the Management Committee of UTI AMC Ltd. He is also a member of the Valuation Committee of the Association of Mutual Funds in India (AMFI).
Managed Schemes
UTI Medium Duration Fund Segregated Portfolio 3 Direct Growth
UTI Medium Duration Fund Segregated Portfolio Direct Growth
UTI Medium Duration Fund Segregated Portfolio 2 Direct Growth
UTI Medium to Long Duration Fund Segregated Portfolio Direct Growth
UTI Conservative Hybrid Fund Segregated Portfolio Direct Growth
Education
Mr Tyagi has done CFA Charterholder from The CFA Institute, USA and Masters in Finance from Delhi University.
Experience
He has been working in equity research in UTI since 2000. He has also worked as Assistant Fund Manager in the Offshore Funds division.