UTUTI MF

UTI Senior Citizens Unit Plan

hybridHybrid - Conservative Hybrid FundBenchmark: BSE SENSEX
NAV · 03 Apr 2006₹19.24+1.95%
AUM₹245 Cr
Expense Ratio
CAGR
Exit Load0%
Min SIP
Launched
Asset Allocation
Other100.0%
Fund Managers
SK
Swati Kulkarni
Fund Manager
Key Information
₹500
0%
Nil
Inception
AMCUTI MF
Top Holdings
1C D KOTAK MAHINDRA BANK LTD.19.36%
2STERM-DEP: ALLAHABAD BANK9.92%
3AXIS BANK LTD.7.58%
4NCDR INDUSTRIAL DEVELOPMENT BANK OF INDIA LIMITED.6.17%
5GSEC RESERVE BANK OF INDIAMATURING 05/04/20095.79%
6NCD NATIONAL BANK FOR AGRICULTURE & RURAL DEVELOPMENT4.07%
7FRB CITIFINANCIAL CONSUMER FINANCE INDIA LTD.3.97%
8NCDR BAJAJ AUTO FINANCE LTD.3.96%
9C P TATA MOTORS LTD.3.95%
10NET CURRENT ASSETS3.86%
Sector Allocation
Other88.3%
TRANSPORTATION2.7%
Trailing Returns
PeriodReturns
1 Day+1.95%
Risk Metrics

Risk metrics are not available for this fund.

Fees
0%
Nil
₹500
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