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  • UTI Mutual Fund
  • UTI CCF Savings Plan (Growth)

Formerly UTI Childrens Career Balanced

UTI Mutual Fund

UTI CCF Savings Plan (Growth)

HybridSolution Oriented

35.5158

NAV (Feb 23)

9.8%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
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Fund Size

Outperformance Consistency

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Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

35.5158

NAV (Feb 23)

Fund Returns

Last 1Y
15.8%
Last 3Y
10.1%
Last 5Y
9.8%
Last 10Y
10.6%
Since Inception
9.6%
6 Month CAGR
7.6%

Scheme Information

Investment Objective

The primary objective of the scheme is to invest predominantly in debt and money market instruments and part of the portfolio into equity & equity related securities with a view to generating income and aim for capital appreciation. However,there is no assurance or guarantee that the investment objective of the Scheme would be achieved.

Expense Ratio
1.73
Launched (29y ago)
Dec 15, 1995
AUM in Crores
4365.194
ISIN
Lock-in
5
Benchmark
CRISIL ST Debt Hybrid 60+40 FundTR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
5.4
Standard Deviation (5yr)
8.4
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0.943
Sharpe Ratio (5yr)
0.516
YTM
7.54
Fund Managers

Sunil Patil

Fund Manager

Vishal Chopda

Fund Manager

Amandeep Chopra

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
UTI CCF Savings Plan (Growth)70%9,30,779 1,98,1679.8%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-02-23

Top Stock Holdings

7.18% govt stock 2037

10.3%
10.3%

7.41% govt stock 2036

8.7%
8.7%

7.26% govt stock 2033

6.9%
6.9%

net current assets

4.8%
4.8%

hdfc bank ltd

3%
3%
See all holdings

Allocation by Sector

financial services

11.9%
11.9%

consumer cyclical

7.2%
7.2%

technology

4.3%
4.3%

consumer defensive

3.6%
3.6%

industrials

3.2%
3.2%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
Edelweiss Balanced Advantage Fund (G)
Edelweiss Balanced Advantage Fund (G)

₹ 10,349 cr

₹ 31,196 cr

₹ 8,516 cr

₹ 3,054 cr

₹ 3,380 cr

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 213,934 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 74 equity,579 debt and 34 hybrid funds.amc-img
022-62278000
invest@utico.in
Fund NameScripbox Opinion
Till Date CAGR

5.3%

6.8%

5.6%

7.2%

15.7%

12%

18.3%

15.2%

11.2%

9.4%

UTI CCF Savings Plan (G) Review

UTI CCF Savings Plan (G) is a Solution Oriented Hybrid fund and has delivered an annualised return of 9.6% over a period of 28 years. The fund was previously known as UTI Childrens Career Balanced. The fund is managed by UTI Asset Management Co Ltd. The fund managers are Amandeep Chopra, Sunil Patil, Vishal Chopda.

Nav of UTI CCF Savings Plan (G) as of 2/23/2024 is ₹35.52 with the total AUM as of 2/25/2024 is ₹4365.194. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI CCF Savings Plan (G) was launched on Dec 15, 1995. The category risk of the fund is High Risk.

The minimum SIP amount for UTI CCF Savings 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 Savings Plan (G)?

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

How to invest in UTI CCF Savings Plan (G)?

You can invest in UTI CCF Savings 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 Savings Plan (G)?

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

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

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

The expense ratio of the UTI CCF Savings Plan (G) is 1.73% for regular plan.