UTI-CCF Savings Plan - (Scholarship) - Direct

UTI-CCF Savings Plan - (Scholarship) - Direct

AMC Name: UTI Mutual Fund

Riskometer

Moderately High

Investment Objective

Bench Mark S&P BSE Sensex
Fund Manager Amandeep Chopra
Fund Horizon OPEN
Inception Date 01-Jan-2013
Scheme AUM(CR) ` 3479.34
Minimum SIP/LUMPSUM ` 500/ ` 1000
Increment SIP/LUMPSUM ` 0/ ` 100
SIP Dates 1,7,15,25
Entry Load NIL.
Exit Load NIL.
Expense Ratio 1.61

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month 0.03% -3.50%
3 Month -1.88% -7.72%
6 Month -3.81% -5.92%
1 Year -4.33% -2.77%
3 Year 3.68% 8.02%
5 Year 6.91% 5.91%
Since Inception 9.40% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others