UTI CCF - Savings Plan
Scheme Information
2019-05-07
| Asset Management Company (AMC) | UTI Asset Management Company Private Limited |
| Asset Class Type | Other |
| Inception Date | Jul 12, 1993 |
| Benchmark | CRISIL Short Term Debt Hybrid 60+40 Fund Index |
| Objective | The primary objective of the scheme is to invest predominantly in debt and money marketinstruments 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. |
| Fund Manager | Amandeep Singh Chopra |
| AUM (In Crores) | 3704.37 |
| Allocation |
Others: 3.553% Equity: 39.9388% Debt: 56.5082% |
| Exit Load | 3% before 2 years 2% on or after 2 years but before 4 years 1% on or after 4 years but before 5 years Nil or or after 5 years |
| Minimum Investment Amount |
First Investment:
1000
|
| Expense Ratio | 1.84 |
| Average Maturity | 1551.25 Days |
| Modified Duration | 1157.05 Days |
| Yield to Maturity | 9.46% |
Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund (link provided) before taking any Investment action based on this information.
Recommended Funds
Equity: Mirae Asset Large Cap Fund (G) • HDFC Top 100 Fund (G) • Kotak Standard Multicap Fund (G) • Parag Parikh Long Term Equity Fund (G)
Debt:
Axis Liquid Fund (G) •
SBI Magnum Low Duration Fund (G) •
ICICI Prudential Corporate Bond Fund - Regular (G)
Tax Saver Plan:
DSP Tax Saver Fund (G) •
Motilal Oswal Long Term Equity Fund (G)
Emergency Fund:
Axis Liquid Fund (G) •
Tata Liquid Fund (G)