UTI-Regular Savings Fund - Monthly Payment

UTI-Regular Savings Fund - Monthly Payment

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 16-Dec-2003
Scheme AUM(CR) ` 2308.79
Minimum SIP/LUMPSUM ` 500/ ` 1000
Increment SIP/LUMPSUM ` 0/ ` 100
SIP Dates 1,7,15,25
Entry Load Nil - (W.e.f. July 01, 2014.)
Exit Load Nil - (W.e.f. July 01, 2014.)
Expense Ratio 1.79

Asset Allocation

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

Performance

Period Returns BenchMark
1 Month 0.92% 2.51%
3 Month 2.67% 7.70%
6 Month 1.73% 2.37%
1 Year 6.33% 12.60%
3 Year 8.42% 15.49%
5 Year 9.06% 7.42%
Since Inception 9.98% 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