Institutional Investors Special Fund Unit Scheme 97

Fund Card download factsheet

Value Research Rating

Unrated

Our Opinion

premium-user

₹7.5500

As on 27-Jun-2002

Returns

to
loading...

Calculate SIP Returns of Institutional Investors Special Fund Unit Scheme 97

Upfront Investment

Monthly SIP Amount

Investment Duration

years

Risk

info

This fund has risk.

Low
Low to Moderate
Moderate
Moderately High
High
Very High

As per SEBI's Riskometer.

Portfolio of Institutional Investors Special Fund Unit Scheme 97

Asset Allocation

Split between different types of investments

loading...

Market Cap Weightage

Split between categories of Equity investments

loading...

Peer Comparison

Fund name
Rating
Our Opinion
Risk info
Return (%)
Base Expense Ratio (%) info
5 out of 5 stars
unlock fund advisor
Very High
loading...
1.09
5 out of 5 stars
unlock fund advisor
Very High
loading...
1.06
4 out of 5 stars
unlock fund advisor
Very High
loading...
1.12
5 out of 5 stars
unlock fund advisor
Low
loading...
0.86
4 out of 5 stars
unlock fund advisor
Very High
loading...
1.15

Other details of Institutional Investors Special Fund Unit Scheme 97

Assets

info

Exit Load (Days)

info

--

Min. Investment (₹)

Min. Withdrawal (₹)

Min. SIP Investment (₹)

Min. No of Cheques

These are advertorial stories which keeps Value Research free for all. Click here to mark your interest for an ad-free experience in a paid plan

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 ₹--.

loading...
loading...
loading...
loading...
loading...
loading...

FAQ for 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.

The latest declared NAV of Institutional Investors Special Fund Unit Scheme 97, is ₹7.5500 as of 12-Jun-2026.

Over the past five years, Institutional Investors Special Fund Unit Scheme 97 has delivered an annualised return of --% as of 12-Jun-2026.

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.