UTUTI MFIDCW

UTI Smart Woman Savings Plan - Dividend

hybridHybrid - Balanced Hybrid FundBenchmark: CRISIL Short Term Debt Hybrid 75+25 Index
NAV · 02 May 2018₹37.39+0.20%
AUM₹382 Crfrom this fund's primary plan
Expense Ratio2.38%
CAGR
Exit LoadNil
Min SIP
Launched2009

Investment Objective

To provide an enabler to adult female persons in pooling their own savings and/ or gifts into an investment vehicle so as to get periodic cash flow near to the time of any chosen festival/ occasion or to allow income/ gains redeployed in the scheme and repurchase units partially or fully as and when desired.

Fund Mandate

Debt70%–100%
Equity0%–30%
MMI70%–100%
Others70%–100%
Fund Managers
AS
Amandeep Singh Chopra
Fund Manager
Key Information
2.38%
₹5,000
Nil
Nil
Inception03 Jul 2009
AMCUTI MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

Trailing Returns
PeriodReturns
1 Day+0.20%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.38%
Nil
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