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UTI CRTS 81 (G)

PLAN: Regular OPTIONS: Growth
356.994 0.29 (0.08%)

NAV as on 24 Apr, 2018

CRISIL MF RANK

Not Ranked

Riskometer

MODERATE

MODERATE

  • Principal at moderate risk.
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Dec 2017) since it does not fulfill certain eligibility criteria of CRISIL

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Returns (NAV as on 24 Apr, 2018)

Period Returns (%) Rank #
1 mth 2.4 10
3 mth -0.1 15
6 mth 3.0 12
1 year 8.1 10
2 year 10.9 10
3 year 8.7 12
5 year 11.0 10

# Moneycontrol Rank within 24 Debt Oriented Hybrid Speciality Funds Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 4.3 2.3 1.4 2.7 11.8
2016 -0.2 4.4 4.4 -0.4 9.8
2015 2.7 -0.8 1.7 0.2 5.0
2014 4.2 8.2 3.2 3.7 21.4
2013 -0.4 1.6 0.1 4.7 7.1

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (Debt Oriented Hybrid Speciality Funds)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 2.4 -0.1 3.0 8.1 10.9 8.7 11.0
Category avg 2.2 -0.1 2.6 7.9 9.1 7.5 8.9
Difference of Fund returns and Category returns 0.2 0.0 0.4 0.2 1.8 1.2 2.1
Best of category 3.7 1.2 6.1 16.6 18.8 15.7 16.6
Worst of category 0.3 -1.6 -1.5 2.6 2.4 3.4 3.8

Investment Info

Investment Objective

To primarily provide regular income to unit holders of the scheme Funds collected under the scheme shall generally be invested as follows: (i) Not less than 70% of the funds in debt instruments including money market instruments of low to medium risk profile (ii) Not more than 30% of the funds in equities and equity related instruments The risk profile of equity investments could be high.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Oct 01, 1981
Benchmark CRISIL Debt Hybrid
Asset Size (Rs cr) 650.85 (Mar-31-2018)
Minimum Investment Rs.10000
Last Dividend N.A.
Bonus N.A.
Fund Manager Amandeep Chopra / V. Srivatsa
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 0.00%
Load Comments N.A.

Contact Details

Regd. Office UTI Tower, Gn Block, Bandra-Kurla Complex, Bandra (E), Mumbai, 400051
Tel. No. 66786666
Fax No. 26524921
Email uti@giasbm01.vsnl.net.in
Website http://www.utimf.com

Peer Comparison

Debt Oriented Hybrid Speciality Funds Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
UTI Childrens Career Balanced Not Ranked
3,749.24 -0.2 3.7 8.7 10.2 13.6
UTI CRTS 81(G) Not Ranked
650.85 -0.1 3.0 8.1 8.7 11.0
UTI Smart Woman Savings Plan (G) Not Ranked
376.31 0.3 2.3 7.7 8.3 10.4
Axis Triple Advantage Fund (G) Not Ranked
297.85 0.6 4.9 11.0 7.7 9.3
Reliance RF -Income Generation (G) Not Ranked
196.95 -1.6 -1.5 4.4 6.4 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 18)

Debt Rating Value
(Rs cr)
Asset %
NCD SMALL INDST. DEV. BANK OF INDIA CARE-AAA 41.98 6.45
NCD INDIAN HOTELS COMPANY LTD. CARE-AA+ 33.45 5.14
NCD IDEA CELLULAR LTD. CARE-AA+ 33.06 5.08
NCD HDFC BANK LTD. CRISIL-AA+ 21.35 3.28
NCD TATA SONS LTD. CRISIL-AAA 21.09 3.24
NCD PUNJAB NATIONAL BANK BRICKWORK-AA 20.89 3.21
NCD RELIANCE PORTS & TERMINALS LTD. CRISIL-AAA 20.76 3.19
NCD RELIANCE JIO INFOCOMM LTD CRISIL-AAA 13.41 2.06
NCD POWER GRID CORPORATION OF INDIA LTD CRISIL-AAA 13.34 2.05
BAJAJ FINANCE LTD. 12.82 1.97

Full Portfolio

Sector Allocation (Mar 31, 18)

Sector %

1-Year

HighLow

Banking/Finance 8.05 0.00 0.00
Pharmaceuticals 4.34 0.00 0.00
Technology 3.69 0.00 0.00
Automotive 2.91 0.00 0.00
Miscellaneous 1.34 0.00 0.00
Manufacturing 1.18 0.00 0.00

View All Sectors

Asset Allocation (%)(Mar 31, 18)

Equity 27.98
Others 0.01
Debt 47.36
Mutual Funds 4.56
Money Market 9.99
Cash / Call 10.13

View All

Concentration

Holdings (%)
Top 5 23.19
Top 10 35.67
Sector (%)
Top 3 16.08

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