UTI - Regular Savings Fund - Direct Plan - Growth Option

UTI - Regular Savings Fund - Direct Plan - Growth Option of UTI Mutual Fund has asset class type as Hybrid-Debt. Oro Wealth rating for the fund is 3.

Basic Details

Riskometer

Moderately High

Expense Ratio (%)

1.12

Age

NA Years

Fund Manager

Amandeep Chopra

AuM (Rs Crores)

2551.311

Asset Class

Hybrid-Debt

Net Asset Value:

41.547

Rating

3

Exit Load

0.01

Benchmark

CRISIL Hybrid 75+25 - Conservative Index

Fund Type

MIP

SEBI Category

Conservative Hybrid Fund

Fund Manager Details:

Amandeep Chopra B.Sc., MBA (FMS Delhi). Prior to joining UTI he has worked with Aaina Exports Ltd. as a production co-ordinator and at Stenay Ltd. as a Quality Control Inspector. He has been with UTI AMC since 1994 and has been responsible for increasing the asset value in some of the select funds.

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.

Top Holdings:

  • Banks (4.99)
  • Finance (3.15)
  • IT - Software (3.12)
  • Pharmaceuticals (2.9)
  • Auto Ancillaries (1.56)
  • Miscellaneous (1.22)
  • FMCG (.99)
  • Automobile (.93)
  • Plastic products (.7)
  • Cement (.69)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition