UTI-CCF Savings Plan – Direct Growth

Solution Oriented · Childrens
500
Min SIP
1,000
Min Lumpsum
1.52 %
Expense Ratio
Rating
4,365
Fund Size (in Cr)
4 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 3 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 01 March 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 15.9% 10.3% - 10.6%
Category Average 25.8% 15.3% 16.8% -

Scheme Allocation

By Holding
By Sector
By Asset
3.04%
2.86%
2.4%
1.49%
Others
88.67%
View all Holdings
Holdings Sector Instrument Asset
HDFC Bank Banks Equity 3.04%
ICICI Bank Banks Equity 2.86%
Infosys IT - Software Equity 2.4%
Bharti Airtel Telecomm-Service Equity 1.54%
Axis Bank Banks Equity 1.49%
Tata Motors Automobile Equity 1.16%
IndusInd Bank Banks Equity 1.11%
Bajaj Finance Finance Equity 1.06%
Godrej Consumer FMCG Equity 1.03%
Avenue Super. Retail Equity 1.03%
Maruti Suzuki Automobile Equity 0.98%
Endurance Tech. Auto Ancillaries Equity 0.87%
Hindalco Inds. Non Ferrous Metals Equity 0.85%
UltraTech Cem. Cement Equity 0.84%
Cholaman.Inv.&Fn Finance Equity 0.82%
Phoenix Mills Realty Equity 0.7%
ISGEC Heavy Infrastructure Developers & Operators Equity 0.7%
Tech Mahindra IT - Software Equity 0.69%
Nestle India FMCG Equity 0.69%
LTIMindtree IT - Software Equity 0.67%
Crompton Gr. Con Consumer Durables Equity 0.67%
Gujarat Gas Gas Distribution Equity 0.65%
Bharat Electron Aerospace & Defence Equity 0.65%
Cipla Pharmaceuticals Equity 0.64%
CESC Power Generation & Distribution Equity 0.64%
ICICI Lombard Insurance Equity 0.64%
United Breweries Alcoholic Beverages Equity 0.58%
Ajanta Pharma Pharmaceuticals Equity 0.57%
Bharat Forge Castings, Forgings & Fastners Equity 0.54%
Jubilant Food. Quick Service Restaurant Equity 0.53%
Coforge IT - Software Equity 0.51%
Metro Brands Leather Equity 0.5%
Tube Investments Auto Ancillaries Equity 0.5%
Coromandel Inter Fertilizers Equity 0.48%
NTPC Power Generation & Distribution Equity 0.47%
Info Edg.(India) E-Commerce/App based Aggregator Equity 0.45%
Can Fin Homes Finance Equity 0.44%
Eicher Motors Automobile Equity 0.44%
Metropolis Healt Healthcare Equity 0.44%
PB Fintech. IT - Software Equity 0.42%
Whirlpool India Consumer Durables Equity 0.41%
Trent Retail Equity 0.4%
Timken India Bearings Equity 0.38%
Oberoi Realty Realty Equity 0.37%
MTAR Technologie Aerospace & Defence Equity 0.36%
Voltas Consumer Durables Equity 0.35%
Syngene Intl. Pharmaceuticals Equity 0.32%
Barbeque-Nation Quick Service Restaurant Equity 0.28%
FSN E-Commerce E-Commerce/App based Aggregator Equity 0.24%
Tata Consumer Plantation & Plantation Products Equity 0.23%
Hero Motocorp Automobile Equity 0.21%
Astral Plastic products Equity 0.21%
Gland Pharma Pharmaceuticals Equity 0.2%
P I Industries Agro Chemicals Equity 0.2%
Polycab India Cables Equity 0.06%
Willard India Sugar Equity 0%
Hanuman Tea - Equity 0%
Debt
55.53%
Banks
8.5%
Cash & Others
4.82%
IT-Software
4.27%
Automobiles
2.79%
Others
24.09%
View all Sectors
Sectors Asset
Debt 55.53%
Banks 8.5%
Cash & Others 4.82%
IT-Software 4.27%
Automobiles 2.79%
Finance 2.32%
Retailing 2.12%
Consumer Durables 1.93%
Telecom-Services 1.54%
Pharmaceuticals & Biotech 1.41%
Auto Components 1.37%
Industrial Products 1.19%
Power 1.11%
Realty 1.07%
Personal Products 1.03%
Aerospace & Defense 1.01%
Non-Ferrous Metals 0.85%
Cement & Cement Products 0.84%
Leisure Services 0.81%
Healthcare Services 0.76%
Construction 0.7%
Food Products 0.69%
Fertilisers & Agrochemica 0.68%
Gas 0.65%
Insurance 0.64%
Beverages 0.58%
Financial Technology (Fin 0.42%
Agricultural Food & other 0.23%
Others 0.09%
Equity
39.51%
Govt Securities / Sovereign
32.13%
Non Convertable Debenture
22.42%
Net Curr Ass/Net Receivables
4.82%
Certificate of Deposit
0.45%
Others
0.67%
View all Assets
Assets Asset
Equity 39.51%
Govt Securities / Sovereign 32.13%
Non Convertable Debenture 22.42%
Net Curr Ass/Net Receivables 4.82%
Certificate of Deposit 0.45%
Pass Through Certificates 0.38%
T-Bills 0.15%
Fixed Deposit 0.09%

Advance Ratio

0.47
Alpha
1.56
SD
0.36
Beta
0.67
Sharpe

Exit Load

Exit Load Less than 2 year - 3%. Greater than or equal to 2 years & less than 4 years - 2%. Greater than or equal to 4 years & less than 5 years - 1%. Greater than or equal to 5 years - NIL.

Fund Objective

The primary objective of the scheme is to invest predominantly in debt and money market instruments and part of the portfolio into equity & equity related securities with a view to generating income and aim for capital appreciation. However, there is no assurance or guarantee that the investment objective of the Scheme would be achieved.

Fund Managers

Sunil Patil

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

UTI Mutual Fund
AUM:
2,73,057 Cr
Address:
UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East), Mumbai 400 051
Contact:
66786666
Email ID:
service@uti.co.in

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Frequently Asked Questions

How to invest in UTI-CCF Savings Plan – Direct Growth ?

You can invest in UTI-CCF Savings 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 Savings 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 Savings Plan – Direct Growth ?

The NAV of UTI-CCF Savings Plan – Direct Growth is ₹36.2 as of 01 March 2024.

How to redeem UTI-CCF Savings 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 Savings Plan – Direct Growth?

The minimum SIP amount of UTI-CCF Savings Plan – Direct Growth is ₹500

What are the top sectors UTI-CCF Savings Plan – Direct Growth has invested in?

The top sectors UTI-CCF Savings Plan – Direct Growth has invested in are
  1. Debt - 55.53%
  2. Banks - 8.5%
  3. Cash & Others - 4.82%
  4. IT-Software - 4.27%
  5. Automobiles - 2.79%

Can I make investments in both the SIP and Lump Sum schemes of UTI-CCF Savings Plan – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of UTI-CCF Savings Plan – Direct Growth based on your investment objective and risk tolerance.

How much returns have UTI-CCF Savings Plan – Direct Growth generated ?

The UTI-CCF Savings Plan – Direct Growth has delivered 10.6% since inception

What is the expense ratio of UTI-CCF Savings Plan – Direct Growth ?

The expense ratio of UTI-CCF Savings Plan – Direct Growth is 1.52 % as of 01 March 2024.

What is the AUM of UTI-CCF Savings Plan – Direct Growth?

The AUM of UTI-CCF Savings Plan – Direct Growth is ₹2,73,057 Cr as of 01 March 2024

What are the top stock holdings of UTI-CCF Savings Plan – Direct Growth?

The top stock holdings of UTI-CCF Savings Plan – Direct Growth are
  1. HDFC Bank - 3.04%
  2. ICICI Bank - 2.86%
  3. Infosys - 2.4%
  4. Bharti Airtel - 1.54%
  5. Axis Bank - 1.49%

How can I redeem my investments in UTI-CCF Savings 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 Savings Plan – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now