UTUTI MFDirect · Growth

UTI Regular Savings Fund - (Segregated - 17022020) - Growth - Direct Plan

hybridHybrid - Conservative Hybrid FundBenchmark: NIFTY 50 Hybrid Composite Debt 15:85 Index
NAV · 27 Jan 2022₹4.08+294.01%
AUM₹46 Crfrom this fund's primary plan
Expense Ratio
CAGR
Exit Load
Min SIP
Launched2020

Investment Objective

The primary objective of the scheme is to invest predominantly in debt and money market instruments and part of the portfolio into equity/equity related securities with a view to generating income and aim for capital appreciation. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

Fund Mandate

Debt and MMI including securitized debt75%–90%
Equity & Equity related instruments10%–25%
Units issued by REITs & InvITs0%–10%
Fund Managers
AP
Amit Premchandani
Fund Manager
Key Information
₹5,000
Nil
Inception17 Feb 2020
AMCUTI MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

Trailing Returns
PeriodReturns
1 Day+294.01%
Risk Metrics

Risk metrics are not available for this fund.

Fees
Nil
₹5,000
Capital Gains Tax, general rules

This is a debt/other (non-equity-oriented) fund. For units acquired on or after 1 April 2023, gains are taxed at your applicable income-tax slab rate regardless of holding period, the earlier long-term/indexation treatment for debt funds was removed by the Finance Act 2023.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme