Institutional Investors Special Fund Unit Scheme 97
Returns
Risk
This fund has risk.
As per SEBI's Riskometer.
Portfolio of Institutional Investors Special Fund Unit Scheme 97
Asset Allocation
Split between different types of investments
Market Cap Weightage
Split between categories of Equity investments
Peer Comparison
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Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Base Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Very High
|
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1.09 |
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Very High
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1.06 |
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Very High
|
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1.12 |
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Low
|
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0.86 |
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Very High
|
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1.15 |
Other details of Institutional Investors Special Fund Unit Scheme 97
Assets
Exit Load (Days)
--
Min. Investment (₹)
Min. Withdrawal (₹)
Min. SIP Investment (₹)
Min. No of Cheques
About Institutional Investors Special Fund Unit Scheme 97
Institutional Investors Special Fund Unit Scheme 97 is a hybrid mutual fund scheme of Unit Trust of India. Launched on May 29, 1997, it is currently managed by . The fund has an expense ratio of --% with an overall AUM (Assets Under Management) of ₹547 Cr.
The fund allows minimum lumpsum investment of ₹-- and minimum SIP of ₹--.
FAQ for Institutional Investors Special Fund Unit Scheme 97
How to Invest in Institutional Investors Special Fund Unit Scheme 97?
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Institutional Investors Special Fund Unit Scheme 97 through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Institutional Investors Special Fund Unit Scheme 97 can be bought from the Unit Trust of India website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
What is the current NAV of Institutional Investors Special Fund Unit Scheme 97 Today?
The latest declared NAV of Institutional Investors Special Fund Unit Scheme 97, is ₹7.5500 as of 12-Jun-2026.
What is the return of Institutional Investors Special Fund Unit Scheme 97 in the last 5 years?
Over the past five years, Institutional Investors Special Fund Unit Scheme 97 has delivered an annualised return of --% as of 12-Jun-2026.
What is the minimum investment required in Institutional Investors Special Fund Unit Scheme 97?
The minimum investment required to start investing in Institutional Investors Special Fund Unit Scheme 97 is ₹ for the lump sum option and ₹ for the SIP (Systematic Investment Plan) option.