Monthly Amount Invested
Duration
Yr
-
Would Have Become--
-
Invested Value--
-
Total Gain--
-
Returns-- per annum
| ₹500 | ₹5,000 | 1.2 % | 3★ | ₹1,544 | 10 Years |
|---|---|---|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio | Rating | Fund Size (in Cr) | Fund Age |
| ₹500 | ₹5,000 | 1.2 % |
|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio |
| 3★ | ₹1,544 Cr | 10 Years |
| Rating | Fund Size | Fund Age |
Scheme 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 can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Scheme Performance
| 1 Year | 1Y | 3 Years | 3Y | 5 Years | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 3.7% | 13.5% | 7.2% | 9.2% | ||||
| Category Average | 1.7% | 32.4% | 13.3% | - |
Scheme Allocation
Holding
Sector
Asset
HDFC Bank
ICICI Bank
Infosys
Axis Bank
Bharti Airtel
Others
Fund House Details
UTI-Regular Savings Fund
Fund Manager
Amandeep Chopra
Exit Load
| Exit Load | Redemption / switch out within 12 months from the date of allotment - (i) upto 10% of the alloted units - Nil (ii) beyond 10% of the alloted units - 1.00% Redemption / swith out after 12 months from the date of allotment - Nil |
|---|
Advance Ratio
| -0 | 0.26 | 0.23 | 0.01 |
| Alpha | SD | Beta | Sharpe |
Risk-O-Meter
Other Funds from the same Fund House
-
Hybrid | Conservative Hybrid Mutual Funds11.2%14.5%14.0%1Y3Y5Y
Peer Comparison
-
Hybrid | Conservative Hybrid Mutual Funds | 3
5.1%9.8%7.0%1Y3Y5Y -
-
Hybrid | Conservative Hybrid Mutual Funds | 5
5.5%11.3%9.0%1Y3Y5Y
AMC Contact Details
UTI Mutual Fund
AUM:
2,23,841 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
You can invest in UTI-Regular Savings Fund in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for UTI-Regular Savings Fund 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"
The UTI-Regular Savings Fund has delivered 9.2% since inception
The NAV of UTI-Regular Savings Fund is ₹56.7 as of 21 March 2023.
The expense ratio of UTI-Regular Savings Fund is 1.2 % as of 21 March 2023.
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”.
The AUM of UTI-Regular Savings Fund is ₹2,23,841 Cr as of 21 March 2023
The minimum SIP amount of UTI-Regular Savings Fund is ₹500
The top stock holdings of UTI-Regular Savings Fund are
- HDFC Bank - 2.38%
- ICICI Bank - 1.74%
- Infosys - 1.61%
- Axis Bank - 1.13%
- Bharti Airtel - 0.89%
The top sectors UTI-Regular Savings Fund has invested in are
- HDFC Bank - 2.38%
- ICICI Bank - 1.74%
- Infosys - 1.61%
- Axis Bank - 1.13%
- Bharti Airtel - 0.89%
