- Mutual Funds
- UTI Mutual Fund
- UTI CCF Investment Plan (Growth)
Formerly UTI CCP Advantage Gr
UTI CCF Investment Plan (Growth)
₹ 67.5488
NAV (Nov 24)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 67.5488
NAV (Nov 24)
Fund Returns
Last 1Y | 12.2% |
Last 3Y | 16.2% |
Last 5Y | 13.9% |
Last 10Y | 14.6% |
Since Inception | 10.2% |
6 Month CAGR | 14.4% |
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.
Expense Ratio | 2.66 |
Launched (19y ago) | Mar 08, 2004 |
AUM in Crores | 831.582 |
ISIN | |
Lock-in | 5 |
Benchmark | IISL Nifty 500 TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 14.4 |
Standard Deviation (5yr) | 18.4 |
Beta (3yr) | 0.94 |
Beta (5yr) | 0.95 |
Sharpe Ratio (3yr) | 0.944 |
Sharpe Ratio (5yr) | 0.491 |
YTM | 6.75 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| UTI CCF Investment Plan (Growth) | 10,34,259 | 3,01,647 | 13.9% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 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.
Asset allocation and Holdings
Top Stock Holdings
hdfc bank ltd
8.4%icici bank ltd
7.3%infosys ltd
5.8%axis bank ltd
4%bharti airtel ltd
3.6%Allocation by Sector
financial services
31.3%consumer cyclical
18.3%consumer defensive
10%technology
9.5%industrials
6.8%Comparison with Other Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 1 cr | ||
₹ 153 cr | ||
₹ 16 cr | ||
₹ 3,196 cr | ||
₹ 6 cr |
About the AMC
UTI Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.9% | 6.8% | ||
5.2% | 7.2% | ||
15.9% | 11.6% | ||
19.6% | 14.9% | ||
11.6% | 8.7% |
UTI CCF Investment Plan (G) Review
UTI CCF Investment Plan (G) is a Solution Oriented Other fund and has delivered an annualised return of 10.2% over a period of 19 years. The fund was previously known as UTI CCP Advantage Gr. The fund is managed by UTI Asset Management Co Ltd. The fund manager’s name is Vishal Chopda.
Nav of UTI CCF Investment Plan (G) as of 11/24/2023 is ₹67.55 with the total AUM as of 11/29/2023 is ₹831.582. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI CCF Investment Plan (G) was launched on Mar 08, 2004. The category risk of the fund is Very High Risk.
The minimum SIP amount for UTI CCF Investment Plan (G) 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. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is UTI CCF Investment Plan (G)?
How to invest in UTI CCF Investment Plan (G)?
You can invest in UTI CCF Investment Plan (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of UTI CCF Investment Plan (G)?
The minimum sip amount for UTI CCF Investment Plan (G) is ₹0. You can invest in multiples of ₹5000.
Is UTI CCF Investment Plan (G) good to invest in?
As per Scripbox experts, UTI CCF Investment Plan (G) is a Not Reviewed Yet fund. You can investUTI CCF Investment Plan (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the UTI CCF Investment Plan (G)?
The expense ratio of the UTI CCF Investment Plan (G) is 2.66% for regular plan.