UTI-CCF Investment Plan – Direct Growth
500
Min SIP
1,000
Min Lumpsum
1.21 %
Expense Ratio
Rating
832
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 10.6% | 22.8% | 13.2% | 13.7% | ||||
| Category Average | 13.5% | 24.6% | 14.5% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
-0.36
Alpha
4.13
SD
0.94
Beta
1.42
Sharpe
Exit Load
| Exit Load | Less than 1 years - 4%. Greater than or equal to 1 year & less than3 years - 3%. Greater than or equal to 3 years & less than 5 years - 1%. Greater than or equal to 5 years - NIL. |
|---|
Fund Objective
The primary objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across the market capitalization spectrum. However, there is no assurance or guarantee that the investment objective of the Scheme would be achieved.
Fund Managers
Vetri Subramaniam
Mr Vetri Subramaniam, Chief Investment Officer, An extensive experience of over 26 years led to him establishing a strong governance team at Invesco. He launched many offshore funds in Japan, Mauritius and Luxembourg with his excellent track record and performance. He has worked with various firms like Kotak Mahindra, Motilal Oswal and SSKI.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Solution Oriented .
- Childrens .
-
- 297
-
17.2%Fund Size - 297
-
24.4%Fund Size - 297
-
15%Fund Size - 297
-
- Solution Oriented .
- Childrens .
-
- 7,330
-
18.8%Fund Size - 7,330
-
23.3%Fund Size - 7,330
-
15.6%Fund Size - 7,330
-
- Solution Oriented .
- Childrens .
-
- 832
-
10.6%Fund Size - 832
-
22.8%Fund Size - 832
-
-Fund Size - 832
-
- Solution Oriented .
- Childrens .
-
- 994
-
15.8%Fund Size - 994
-
20.1%Fund Size - 994
-
11.7%Fund Size - 994
-
- Solution Oriented .
- Childrens .
-
- 14
-
12%Fund Size - 14
-
16.1%Fund Size - 14
-
10.7%Fund Size - 14
AMC Contact Details
UTI Mutual Fund
AUM:
2,48,191 Cr
Address:
UTI Towers, Gn Block,
Bandra Kurla Complex,
Bandra (East), Mumbai 400 051
Contact:
66786666
Email ID:
service@uti.co.in
Frequently Asked Questions
How to invest in UTI-CCF Investment Plan – Direct Growth ?
You can invest in UTI-CCF Investment Plan – Direct Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for UTI-CCF Investment Plan – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of UTI-CCF Investment Plan – Direct Growth ?
The NAV of UTI-CCF Investment Plan – Direct Growth is ₹71.5 as of 22 September 2023.
How to redeem UTI-CCF Investment Plan – Direct Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of UTI-CCF Investment Plan – Direct Growth?
The minimum SIP amount of UTI-CCF Investment Plan – Direct Growth is ₹500
What are the top sectors UTI-CCF Investment Plan – Direct Growth has invested in?
The top sectors UTI-CCF Investment Plan – Direct Growth has invested in are
- Banks - 23.42%
- IT-Software - 9.01%
- Automobiles - 6.62%
- Finance - 6.23%
- Consumer Durables - 5.04%
Can I make investments in both the SIP and Lump Sum schemes of UTI-CCF Investment Plan – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of UTI-CCF Investment Plan – Direct Growth based on your investment objective and risk tolerance.
How much returns have UTI-CCF Investment Plan – Direct Growth generated ?
The UTI-CCF Investment Plan – Direct Growth has delivered 13.7% since inception
What is the expense ratio of UTI-CCF Investment Plan – Direct Growth ?
The expense ratio of UTI-CCF Investment Plan – Direct Growth is 1.21 % as of 22 September 2023.
What is the AUM of UTI-CCF Investment Plan – Direct Growth?
The AUM of UTI-CCF Investment Plan – Direct Growth is ₹2,48,191 Cr as of 22 September 2023
What are the top stock holdings of UTI-CCF Investment Plan – Direct Growth?
The top stock holdings of UTI-CCF Investment Plan – Direct Growth are
- HDFC Bank - 8.1%
- ICICI Bank - 7.8%
- Infosys - 6.01%
- Axis Bank - 4.24%
- Bharti Airtel - 3.37%
How can I redeem my investments in UTI-CCF Investment Plan – Direct Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select UTI-CCF Investment Plan – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select UTI-CCF Investment Plan – Direct Growth in Scheme, enter the redemption amount, and click on submit button.