UTI Regular Savings Fund - Growth

  11.33 %

( 3 Years Returns )

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Amount Invested
Projected Gained
Projected Amount
 
Past NAV Performance

Fund Details

Risk Moderately High Riskometer
NAV 57.27(22-Sep-2023)
Minimum SIP Amount 500.0
Minimum Investment 5000.0

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Peer Performance

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Holding Analysis

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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

Standard Dev   
Alpha     
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Contact Details

Fund Manager    Amit Premchandani,Jaydeep Bhowal