- Mutual Funds
- UTI Mutual Fund
- UTI CCF Savings Plan (Growth)
Formerly UTI Childrens Career Balanced
UTI CCF Savings Plan (Growth)
₹ 33.4038
NAV (Sep 29)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 33.4038
NAV (Sep 29)
Fund Returns
Last 1Y | 9.6% |
Last 3Y | 12.7% |
Last 5Y | 8.1% |
Last 10Y | 10.7% |
Since Inception | 9.5% |
6 Month CAGR | 9.9% |
Scheme Information
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 | 1.75 |
Launched (28y ago) | Dec 15, 1995 |
AUM in Crores | 4220.464 |
ISIN | |
Lock-in | 5 |
Benchmark | CRISIL ST Debt Hybrid 60+40 FundTR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 5.9 |
Standard Deviation (5yr) | 8.4 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 1.226 |
Sharpe Ratio (5yr) | 0.368 |
YTM | 7.47 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| UTI CCF Savings Plan (Growth) | 8,91,777 | 1,59,165 | 8.1% | |
| 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
7.41% govt stock 2036
9.5%7.26% govt stock 2033
7.2%net current assets
6.5%07.18 goi 2037
3.5%hdfc bank ltd
3.3%Allocation by Sector
financial services
12.7%consumer cyclical
7.4%technology
4.1%consumer defensive
3.9%industrials
2.6%Comparison with Other Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 1 cr | ||
₹ 157 cr | ||
₹ 17 cr | ||
₹ 6 cr | ||
₹ 13 cr |
About the AMC
UTI Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.7% | 6.8% | ||
21.6% | 11.6% | ||
5.1% | 7.2% | ||
23.2% | 14.9% | ||
20.4% | 15.5% |
UTI CCF Savings Plan (G) Review
UTI CCF Savings Plan (G) is a Solution Oriented Other fund and has delivered an annualised return of 9.5% over a period of 27 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 9/29/2023 is ₹33.40 with the total AUM as of 10/4/2023 is ₹4220.464. 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)?
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 1.75% for regular plan.