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UTI Smart Woman Savings Plan (G)

PLAN: BF OPTIONS: GR
36.520 0.11 (0.30%)

NAV as on 17 Nov, 2017

CRISIL MF RANK

Not Ranked

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ranking by CRISIL

Not Ranked

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

View Top ranked funds in other categories

View Historic Graph From     To     

Returns (NAV as on 17 Nov, 2017)

Period Returns (%) Rank #
1 mth -0.3 23
3 mth 1.6 21
6 mth 4.8 21
1 year 12.0 10
2 year 10.1 18
3 year 9.0 15
5 year 10.4 7

# Moneycontrol Rank within 40 Debt Oriented Hybrid Speciality Funds Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 5.3 2.0 2.5 - -
2016 0.5 3.8 3.7 -1.6 7.9
2015 3.9 -1.1 1.9 - 6.1
2014 2.7 8.4 2.9 4.5 20.6
2013 -1.5 0.9 -2.4 5.8 3.4
2012 5.9 0.5 3.6 2.4 14.2

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 -0.3 1.6 4.8 12.0 10.1 9.0 10.4
Category avg -0.7 1.0 3.3 7.0 8.1 6.6 5.2
Difference of Fund returns and Category returns 0.4 0.6 1.5 5.0 2.0 2.4 5.2
Best of category 3.1 6.6 25.6 38.3 24.1 19.7 15.3
Worst of category -3.4 -2.3 -4.8 -5.0 2.3 2.2 2.7

Investment Info

Investment Objective

Investment objective of the scheme is to invest in a portfolio of equity/equity related securities and debt and money market instruments with a view to generating reasonable income with moderate capital appreciation.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Apr 06, 2001
Benchmark CRISIL Debt Hybrid
Asset Size (Rs cr) 236.56 (Sep-30-2017)
Minimum Investment Rs.1000
Last Dividend N.A.
Bonus 1:1 (Apr-01-2010)
Fund Manager Amandeep Chopra / Ajay Tyagi
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
3,728.75 2.9 5.1 13.9 10.8 13.8
UTI CRTS 81(G) Not Ranked
563.84 2.3 4.5 11.0 8.9 11.3
Axis Triple Advantage Fund (G) Not Ranked
319.03 1.8 5.4 10.8 7.1 7.8
UTI Smart Woman Savings Plan (G) Not Ranked
236.56 1.6 4.8 12.0 9.0 10.4
Reliance RF -Income Generation (G) Not Ranked
179.94 -0.8 4.3 5.1 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Sep 29, 17)

Debt Rating Value
(Rs cr)
Asset %
NCD AXIS FINANCE LTD CRISIL-AAA 19.07 8.06
NCD RELIANCE UTILITIES & POWER PVT LTD. CRISIL-AAA 14.88 6.29
NCD AFCONS INFRASTRUCTURE LTD. ICRA-AA 14.69 6.21
NCD BHARAT ALUMINIUM COMPANY LTD ICRA-AA- 12.23 5.17
NCD NIRMA LTD. CRISIL-AA- 11.47 4.85
NCD IDEA CELLULAR LTD. CARE-AA+ 11.43 4.83
BAJAJ FINANCE LTD. 5.63 2.38
YES BANK LTD. 4.54 1.92
INDUS IND BANK LTD. 4.19 1.77
NCD EXIM BANK CRISIL-AAA 4.09 1.73

Full Portfolio

Sector Allocation (Sep 29, 17)

Sector %

1-Year

HighLow

Banking/Finance 10.08 0.00 0.00
Pharmaceuticals 3.44 0.00 0.00
Technology 2.93 0.00 0.00
Automotive 2.89 0.00 0.00
Miscellaneous 1.81 0.00 0.00
Engineering 1.42 0.00 0.00

View All Sectors

Asset Allocation (%)(Sep 29, 17)

Equity 28.87
Others 0.00
Debt 43.17
Mutual Funds N.A
Money Market 3.20
Cash / Call 24.73

View All

Concentration

Holdings (%)
Top 5 30.58
Top 10 43.21
Sector (%)
Top 3 16.45

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