Moneycontrol
You are here : Moneycontrol > Mutual Funds > MIP Aggressive > UTI Mutual Fund > UTI Regular Savings Fund (G)

UTI Regular Savings Fund (G)

PLAN: Regular OPTIONS: Growth
39.363 0.04 (0.11%)

NAV as on 24 May, 2018

CRISIL MF RANK

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : UTI Mutual Fund FUND CLASS : MIP Aggressive
OR
Add to Watchist
Have you invested in these stocks? You can track them better in your Portfolio
ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in MIP Aggressive category by Crisil (for quarter ended Dec 2017) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Close UTI Monthly Income Scheme, UTI Smart Woman Savings Plan, UTI CRTS 81 has been merged with UTI - MIS Advantage Plan and the same has been renamed as UTI Regular Savings Fund w.e.f. May 03, 2018
View Historic Graph From     To     

Returns (NAV as on 24 May, 2018)

Period Returns (%) Rank #
1 mth -0.8 30
3 mth 1.6 5
6 mth 1.3 14
1 year 7.9 7
2 year 9.6 19
3 year 8.3 14
5 year 10.5 8

# Moneycontrol Rank within 61 MIP Aggressive Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 0.3 - - - -
2017 4.3 2.4 2.8 1.8 12.2
2016 0.9 3.5 4.0 -1.1 8.8
2015 3.8 -0.5 2.1 0.6 7.1
2014 3.6 7.6 3.0 4.7 21.0
2013 -0.2 2.1 -1.6 5.4 6.4

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 (MIP Aggressive)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -0.8 1.6 1.3 7.9 9.6 8.3 10.5
Category avg -0.9 0.3 -0.1 4.6 8.4 6.7 7.4
Difference of Fund returns and Category returns 0.1 1.3 1.4 3.3 1.2 1.6 3.1
Best of category -0.3 1.8 2.8 8.7 16.1 11.3 12.3
Worst of category -2.0 -1.8 -3.8 1.5 4.4 3.9 5.3
UTI Regular Savings Fund (G) Review by Crisil - Rating: 3 (Rank 3 out of 5)

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date
Benchmark CRISIL MIP Blended Fund
Asset Size (Rs cr) 1,103.44 (Mar-31-2018)
Minimum Investment Rs.5000
Last Dividend N.A.
Bonus N.A.
Fund Manager Amandeep Chopra / Ajay Tyagi
View performance of schemes managed by the Fund Manager
Notes UTI Monthly Income Scheme, UTI Smart Woman Savings Plan, UTI CRTS 81 has been merged with UTI - MIS Advantage Plan and the same has been renamed as UTI Regular Savings Fund w.e.f. May 03, 2018

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load of 1% if redemmed/switched out within 1 year from the date of allotment in excess of 10% of the units

Contact Details

Regd. Office UTI Tower, Gn Block, Bandra-Kurla Complex, Bandra (E), Mumbai, 400051
Tel. No. 56786666
Fax No. 26524921
Email uti@giasbm01.vsnl.net.in
Website http://www.utimf.com

Peer Comparison

MIP Aggressive Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Equity saving Fund (G) Not Ranked
6,173.46 -0.5 -0.5 5.7 9.9 10.5
HDFC Equity saving Fund - Direct Plan (G Not Ranked
742.06 0.0 0.4 7.5 11.3 11.5
HDFC MIP - LTP - Direct (G) Rank 3
257.72 -0.8 -3.4 2.3 8.0 10.0
HDFC MIP - LTP (G) Rank 3
3,340.05 -1.0 -3.8 1.7 7.4 9.5
ABSL MIP II-Wealth 25 (G) Rank 1
2,455.21 0.1 -2.1 4.6 9.1 12.3
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 30, 18)

Debt Rating Value
(Rs cr)
Asset %
NCD JSW STEEL LTD. ICRA-AA- 50.33 4.16
NCD AXIS FINANCE LTD CRISIL-AAA 49.00 4.05
NCD BANK OF BARODA CRISIL-AA+ 48.75 4.03
NCD IDEA CELLULAR LTD. CARE-AA+ 48.23 3.99
NCD Dewan Housing Finance Corporation CARE-AAA 33.13 2.74
NCD INDIABULLS HOUSING FINANCE LTD. CARE-AAA 25.42 2.10
NCD EDELWEISS COMMODITIES SERVICES LTD CRISIL-AA 25.01 2.07
NCD TALWANDI SABO POWER LIMITED CRISIL-AA(SO) 24.84 2.06
NCD EDELWEISS RETAIL FINANCE LIMITED CRISIL-AA 24.53 2.03
NCD PNB HOUSING FINANCE CARE-AAA 24.52 2.03

Full Portfolio

Sector Allocation (Apr 30, 18)

Sector %

1-Year

HighLow

Banking/Finance 8.25 8.38 8.38
Technology 3.10 2.83 2.83
Pharmaceuticals 3.03 3.17 3.17
Automotive 2.40 2.32 2.32
Miscellaneous 1.87 1.70 1.70
Manufacturing 1.35 1.17 1.17

View All Sectors

Asset Allocation (%)(Apr 30, 18)

Equity 25.13
Others 0.00
Debt 47.87
Mutual Funds N.A
Money Market 18.10
Cash / Call 8.88

View All

Concentration

Holdings (%)
Top 5 18.97
Top 10 29.26
Sector (%)
Top 3 14.38

News & Videos

News

Sections
Follow us on
Available On