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UTI Regular Savings Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
41.095 0.05 (0.13%)

NAV as on 19 Jun, 2018

CRISIL MF RANK

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : UTI Mutual Fund FUND CLASS : MIP Aggressive
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ranking by CRISIL

Very Good performance in the category

The scheme is ranked 1 in MIP Aggressive category by Crisil (for quarter ended Mar 2018) up from Rank 3 last quarter. If you are already invested in this scheme, you may continue to stay invested.

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
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Returns (NAV as on 19 Jun, 2018)

Period Returns (%) Rank #
1 mth 0.5 14
3 mth 2.7 3
6 mth 1.9 6
1 year 7.1 3
2 year 10.1 8
3 year 9.4 8
5 year 11.5 4

# Moneycontrol Rank within 59 MIP Aggressive Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 0.5 - - - -
2017 4.5 2.5 2.9 2.0 13.0
2016 1.2 3.6 4.2 -0.9 9.5
2015 3.9 -0.4 2.2 0.8 7.7
2014 3.7 7.8 3.1 4.8 21.6
2013 -0.1 2.2 -1.4 5.5 6.9

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 0.5 2.7 1.9 7.1 10.1 9.4 11.5
Category avg 0.2 1.1 -0.1 3.4 7.8 6.9 7.6
Difference of Fund returns and Category returns 0.3 1.6 2.0 3.7 2.3 2.5 3.9
Best of category 1.1 3.1 3.3 7.9 14.1 11.5 12.5
Worst of category -0.7 -0.4 -3.4 -0.9 4.4 4.4 5.7
UTI Regular Savings Fund - Direct Plan (G) Review by Crisil - Rating: 5 (Rank 1 out of 5)

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Feb 01, 2013
Benchmark CRISIL MIP Blended Fund
Asset Size (Rs cr) 83.83 (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 Savings Fund - Direct Plan ( Not Ranked
742.06 1.3 0.3 6.2 11.5 11.6
HDFC Equity Savings Fund (G) Not Ranked
6,173.46 0.9 -0.6 4.4 10.1 10.6
HDFC Hybrid Debt Fund - D (G) Rank 5
257.72 0.0 -3.1 -0.3 8.0 10.2
HDFC Hybrid Debt Fund (G) Rank 5
3,340.05 -0.2 -3.4 -0.9 7.4 9.6
UTI Regular Savings Fund - D (G) Rank 1
83.83 2.7 1.9 7.1 9.4 11.5
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (May 31, 18)

Debt Rating Value
(Rs cr)
Asset %
NCD IDEA CELLULAR LTD. CARE-AA+ 152.70 5.86
NCD BANK OF BARODA CRISIL-AA+ 72.28 2.77
NCD JSW STEEL LTD. ICRA-AA- 50.19 1.93
NCD STATE BANK OF INDIA CRISIL-AA+ 49.82 1.91
NCD CHOLAMANDALAM INVESTMENT & FINANCE COMPANY LTD CARE-AA+ 49.17 1.89
BAJAJ FINANCE LTD. 49.03 1.88
NCD AXIS FINANCE LTD CRISIL-AAA 48.53 1.86
NCD PUNJAB NATIONAL BANK FITCH-A+ 48.41 1.86
NCD AFCONS INFRASTRUCTURE LTD. ICRA-AA 43.67 1.68
NCD CHOLAMANDALAM INVESTMENT & FINANCE COMPANY LTD ICRA-AA+ 38.82 1.49

Full Portfolio

Sector Allocation (May 31, 18)

Sector %

1-Year

HighLow

Banking/Finance 8.32 8.38 8.38
Technology 3.26 2.83 2.83
Pharmaceuticals 2.90 3.17 3.17
Automotive 2.40 2.32 2.32
Miscellaneous 1.77 1.70 1.70
Manufacturing 1.29 1.17 1.17

View All Sectors

Asset Allocation (%)(May 31, 18)

Equity 24.79
Others 0.00
Debt 46.18
Mutual Funds N.A
Money Market 20.56
Cash / Call 8.49

View All

Concentration

Holdings (%)
Top 5 14.36
Top 10 23.13
Sector (%)
Top 3 14.48

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