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UTI Smart Woman Savings Plan (G)

PLAN: BF OPTIONS: GR
37.387 0.07 (0.20%)

NAV as on 02 May, 2018

CRISIL MF RANK

Not Ranked

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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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View Historic Graph From     To     

Returns (NAV as on 02 May, 2018)

Period Returns (%) Rank #
1 mth 1.7 4
3 mth 2.2 5
6 mth 2.1 17
1 year 7.7 15
2 year 10.0 17
3 year 8.5 17
5 year 10.2 13

# Moneycontrol Rank within 21 Debt Oriented Hybrid Speciality Funds Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -0.1 - - - -
2017 5.3 2.0 2.5 1.6 12.5
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

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 1.7 2.2 2.1 7.7 10.0 8.5 10.2
Category avg -1.2 0.5 0.8 6.9 9.0 7.4 8.7
Difference of Fund returns and Category returns 2.9 1.7 1.3 0.8 1.0 1.1 1.5
Best of category -0.5 1.6 2.8 16.0 17.8 15.5 16.0
Worst of category -1.7 -0.2 -2.6 2.1 6.5 5.5 7.0

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Feb 04, 2001
Benchmark CRISIL Debt Hybrid
Asset Size (Rs cr) 376.31 (Mar-31-2018)
Minimum Investment Rs.1000
Last Dividend N.A.
Bonus 1:1 (Feb-04-2010)
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 CCF - Savings Plan - DP Not Ranked
44.47 0.2 0.3 7.3 9.2 12.8
UTI CCF - Savings Plan - RP Not Ranked
3,749.24 0.1 0.2 7.1 9.1 12.7
Axis Triple Advantage Fund (G) Not Ranked
297.85 1.0 2.5 9.6 6.5 8.4
Axis Triple Advantage - Direct (G) Not Ranked
5.30 1.2 2.8 10.6 7.7 9.5
Reliance RF -Income Generation - DP (G) Not Ranked
11.91 0.3 -1.9 3.7 7.4 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 30, 18)

Debt Rating Value
(Rs cr)
Asset %
NCD STATE BANK OF INDIA CRISIL-AA+ 30.14 7.89
NCD AXIS FINANCE LTD CRISIL-AAA 23.82 6.24
NCD AFCONS INFRASTRUCTURE LTD. ICRA-AA 19.56 5.12
NCD NIRMA LTD. CRISIL-AA- 14.62 3.83
NCD IDEA CELLULAR LTD. CARE-AA+ 14.47 3.79
NCD U P POWER CORPORATION LTD FITCH-AA(SO) 10.58 2.77
BAJAJ FINANCE LTD. 8.01 2.10
INDUS IND BANK LTD. 7.31 1.91
YES BANK LTD. 6.61 1.73
NCD YES BANK LTD. CARE-AA+ 5.74 1.50

Full Portfolio

Sector Allocation (Apr 30, 18)

Sector %

1-Year

HighLow

Banking/Finance 9.68 9.10 9.10
Pharmaceuticals 3.82 3.76 3.76
Technology 3.82 3.43 3.43
Automotive 2.93 2.91 2.91
Miscellaneous 2.02 1.91 1.91
Engineering 1.59 1.60 1.60

View All Sectors

Asset Allocation (%)(Apr 30, 18)

Equity 30.11
Others 0.00
Debt 36.29
Mutual Funds N.A
Money Market 13.17
Cash / Call 20.40

View All

Concentration

Holdings (%)
Top 5 26.87
Top 10 36.88
Sector (%)
Top 3 17.32

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