UTI Regular Savings Fund - Growth
11.33 %
( 3 Years Returns )
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Past NAV Performance
Fund Details
Risk | Moderately High Riskometer |
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NAV | 57.27(22-Sep-2023) |
Minimum SIP Amount | 500.0 |
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Minimum Investment | 5000.0 |
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Peer Performance
Fund | 3 Year Return | 5 Year Return |
Holding Analysis
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Asset Mix
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Additional Details
The investment objective of the Scheme is to generate regular income through investments in fixed income securities and capital appreciation / dividend income through investment of a portion of net assets of the scheme in equity and equity related instruments so as to endeavour to make periodic income distribution to Unit holders. Income may be generated through Coupon payments, amortization of discount on debt instruments, receipt of dividends or the purchase and sale of securities in the underlying portfolio. Under normal market conditions investment will be made in fixed income securities, money market instruments, cash and cash equivalents while at the same time maintaining a limited exposure to equity markets. The Scheme will endeavor to enhance overall returns through appropriate investments upto a maximum of 25% of Net Assets into equity and equity related instruments. However there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee/ indicate any returns.
Basic Details
Fund House | UTI Mutual Fund |
Inception Date | 16 Dec 2003 |
Fund Category | Balanced Debt |
Fund Type | Open Ended |
Investment Plan | Growth |
Risk Category | Moderately High Riskometer |
AUM |
Investment Details
Investment Plan | Growth |
Minimum Investment | 5000.0 |
Minimum Addl Investment | 1000.0 |
SIP Allowed | Y |
Min SIP amount | 500.0 |
Exit Load |
Risk Performance
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Contact Details
Fund Manager | Amit Premchandani,Jaydeep Bhowal |