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UTI Smart Woman Savings Plan (G)

PLAN: BF OPTIONS: GR
34.537 0.03 (0.10%)

NAV as on 21 Apr, 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 Dec 2016) since it does not fulfill certain eligibility criteria of CRISIL

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Returns (NAV as on 21 Apr, 2017)

Period Returns (%) Rank #
1 mth 0.9 27
3 mth 4.2 11
6 mth 3.8 14
1 year 11.7 17
2 year 8.3 19
3 year 12.1 14
5 year 10.2 7

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

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
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 0.9 4.2 3.8 11.7 8.3 12.1 10.2
Category avg 0.3 1.8 2.2 8.2 6.9 7.9 5.0
Difference of Fund returns and Category returns 0.6 2.4 1.6 3.5 1.4 4.2 5.2
Best of category 2.6 6.0 25.6 38.3 24.1 19.7 15.4
Worst of category -3.4 -2.3 -4.8 -5.0 2.3 2.2 3.6

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 Feb 04, 2001
Benchmark CRISIL Debt Hybrid
Asset Size (Rs cr) 191.27 (Mar-31-2017)
Minimum Investment Rs.1000
Last Dividend N.A.
Bonus 1:1 ()
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 0.75%
Load Comments Exit Load 0.75% if redeemed within 1 Year from the date of allotment.

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
3,568.18 4.7 4.0 16.0 15.2 13.5
UTI CRTS 81 - Direct (G) Not Ranked
50.85 3.5 4.0 14.2 12.1 --
UTI CRTS 81(G) Not Ranked
468.32 3.3 3.7 13.6 11.6 11.5
Axis Triple Advantage Fund (G) Not Ranked
336.69 4.9 0.6 7.9 8.7 8.3
Axis Triple Advantage - Direct (G) Not Ranked
2.98 5.5 1.5 9.4 9.9 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 17)

Debt Rating Value
(Rs cr)
Asset %
NCD JSW ENERGY LTD. CARE-AA- 18.44 9.64
NCD AFCONS INFRASTRUCTURE LTD. ICRA-AA 18.42 9.63
NCD RELIANCE UTILITIES & POWER PVT LTD. CRISIL-AAA 18.32 9.58
NCD IDEA CELLULAR LTD. CARE-AA+ 14.50 7.58
NCD IDFC BANK LTD ICRA-AAA 9.75 5.10
DDB KOTAK MAHINDRA INVESTMENT LTD. CRISIL-AAA 9.07 4.74
NCD NATIONAL BANK FOR AGRICULTURE & RURAL DEVELOPMENT CRISIL-AAA 4.99 2.61
NCD STEEL AUTHORITY OF INDIA LTD. FITCH-AA 4.92 2.57
INDUS IND BANK LTD. 3.92 2.05
YES BANK LTD. 3.73 1.95

Full Portfolio

Sector Allocation (Mar 31, 17)

Sector %

1-Year

HighLow

Banking/Finance 10.32 9.26 9.26
Pharmaceuticals 4.06 3.89 3.89
Technology 3.35 4.41 4.41
Automotive 2.87 2.70 2.70
Miscellaneous 1.60 1.53 1.53
Engineering 1.51 1.63 1.63

View All Sectors

Asset Allocation (%)(Mar 31, 17)

Equity 30.57
Others 0.00
Debt 59.25
Mutual Funds N.A
Money Market 0.00
Cash / Call 10.17

View All

Concentration

Holdings (%)
Top 5 41.53
Top 10 55.45
Sector (%)
Top 3 17.73

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