Formerly UTI CCP Advantage DR
Not Reviewed yet
Track Record
17 Years.
Relative Size
415 Cr.
Category View
.
Consistency Of Performance
.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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Scheme Information
The primary objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across the market capitalization spectrum. However,there is no assurance or guarantee that the investment objective of the Scheme would be achieved.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Low to Moderate Risk
2.51 %
Expense Ratio
Mar 08, 2004
Launched (17y ago)
₹ 415
AUM in Crores
ISIN
5
Lock-in
IISL Nifty 500 TR INR
Benchmark
₹ 0
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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About the AMC
UTI Asset Management Company Ltd
UTI Asset Management Co Ltd manages assets worth 140,302 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 56 equity,485 debt and 34 hybrid funds.
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Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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UTI CCF Investment Plan (DR-A) is a Other Other fund and has delivered an annualised return of 10.0% over a period of 17 years .The fund was previously known as UTI CCP Advantage DR.The fund is managed by UTI Asset Management Co Ltd.The fund managers are Vetri Subramaniam, Vishal Chopda
The primary objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across the market capitalization spectrum. However,there is no assurance or guarantee that the investment objective of the Scheme would be achieved. However, there is no assurance that the objective of the scheme will be realized.
The UTI CCF Investment Plan (DR-A) fund was launched on Mar 08, 2004. The NAV (Net Asset Value) of this Other Other as of 2021-03-05 is ₹ 49.9661. The total AUM (Asset Under Management) of the fund as of 2021-03-07 is ₹ 414.888. The category risk of the UTI CCF Investment Plan (DR-A) fund is Low to Moderate Risk. The fund charges 2.51 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 98.4% in this asset class. The top three holdings of the fund are hdfc bank ltd,infosys ltd and icici bank ltd
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 0 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 500 TR INR
UTI CCF Investment Plan (DR-A) has a score of 0 on a scale of 5. The fund scores 0 out of 5 based on historical performance. As compared to the other funds in its category, UTI CCF Investment Plan (DR-A) has a score of 0 out of 5. Scipbox has rated this fund 0 out of 5 based on consistency of performance over various years / tenures.