• Mutual Funds
  • UTI Mutual Fund
  • UTI CCF Investment Plan Scholarship Plan (Growth)
UTI Mutual Fund

UTI CCF Investment Plan Scholarship Plan (Growth)

OtherSolution Oriented

56.5982

NAV (Jan 27)

8.3%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

Invest in this fund
Scripbox Recommended Goals
Plans that will help you to achieve your life goals across multiple time frames.?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

56.5982

NAV (Jan 27)

Fund Returns

Last 1Y

-5.4%

Last 3Y

12.7%

Last 5Y

8.3%

Last 10Y

12.4%

Since Inception

9.7%

6 Month CAGR

1.7%

Scheme Information

Investment Objective

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

2.72

Launched (19y ago)

Mar 08, 2004

AUM in Crores

701.262

ISIN

Lock-in

5

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

0

Lumpsum Min.

5000

Standard Deviation (3yr)

22.2

Standard Deviation (5yr)

19.3

Beta (3yr)

0.95

Beta (5yr)

0.96

Sharpe Ratio (3yr)

0.558

Sharpe Ratio (5yr)

0.297

YTM

6.43

Fund Managers

Vishal Chopda

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
UTI CCF Investment Plan Scholarship Plan (Growth)70%896,254 163,6428.3%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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

Last updated on 2023-01-27

Top Stock Holdings

hdfc bank ltd

8.3%
8.3%

icici bank ltd

8.3%
8.3%

infosys ltd

6.3%
6.3%

axis bank ltd

5%
5%

bharti airtel ltd

3.6%
3.6%
See all holdings

Allocation by Sector

financial services

32.7%
32.7%

consumer cyclical

21.1%
21.1%

technology

9.9%
9.9%

consumer defensive

9.3%
9.3%

basic materials

5.9%
5.9%
See all sectors

Compare UTI CCF Investment Plan Scholarship Plan (Growth)

Fund NameFund Size
Principal Retirement Sav Conservative fund (G)
Principal Retirement Sav Conservative fund (G)

₹ 1 cr

₹ 147 cr

₹ 14 cr

₹ 4,345 cr

₹ 6 cr

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 182,372 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 60 equity,488 debt and 31 hybrid funds.

amc-img

  • 022-62278000
  • invest@utico.in
  • Fund NameScripbox Opinion
    Till Date CAGR

    4.1%

    6.8%

    14.3%

    11.5%

    4.1%

    6.7%

    4.9%

    7.2%

    13.2%

    15.4%

    UTI CCF Investment Plan Scholarship Plan (G) Review

    UTI CCF Investment Plan Scholarship Plan (G) is a Solution Oriented Other fund and has delivered an annualised return of 9.7% over a period of 18 years. The fund is managed by UTI Asset Management Co Ltd. The fund manager’s name is Vishal Chopda.

    Nav of UTI CCF Investment Plan Scholarship Plan (G) as of 1/27/2023 is ₹56.60 with the total AUM as of 1/28/2023 is ₹701.262. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI CCF Investment Plan Scholarship 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 Scholarship 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 Scholarship Plan (G)?

    UTI CCF Investment Plan Scholarship Plan (G) is a Solution Oriented Other scheme predominantly investing across Other instruments with an investment objective to generate wealth over the long term.

    How to invest in UTI CCF Investment Plan Scholarship Plan (G)?

    You can invest in UTI CCF Investment Plan Scholarship 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 Scholarship Plan (G)?

    The minimum sip amount for UTI CCF Investment Plan Scholarship Plan (G) is ₹0. You can invest in multiples of ₹5000.

    Is UTI CCF Investment Plan Scholarship Plan (G) good to invest in?

    As per Scripbox experts, UTI CCF Investment Plan Scholarship Plan (G) is a Not Reviewed Yet fund. You can investUTI CCF Investment Plan Scholarship 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 Scholarship Plan (G)?

    The expense ratio of the UTI CCF Investment Plan Scholarship Plan (G) is 2.72% for regular plan.