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  • UTI Infrastructure Fund PlanReinvestment Inc Dist cum Cap Wdrl (RIDCW-A)

Formerly UTI Infrastructure Reg DR

UTI Mutual Fund

UTI Infrastructure Fund PlanReinvestment Inc Dist cum Cap Wdrl (RIDCW-A)

EquitySectoral / Thematic - Infra

41.4937

NAV (Oct 26)

11.4%
5 Year CAGR
Scripbox Opinion

Neutral

Click here for top ranked funds in sectoral / thematic - infra mutual funds.

However, Scripbox does not recommend investing in sectoral / thematic - infra mutual funds.

The Infrastructure index has performed moderately well over time however, funds in this category are very few and have underperformed the benchmark index.

This category is also characterised by higher volatility.Investing in these funds will require investors to have a unique insight into the specific areas of investment that these funds focus on.In addition the investor will need to have the ability,inclination and expertise to monitor the prospects closely.Investors are therefore better off investing in diversified funds rather than this category.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

17 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

1,523 Cr. Medium within the category

Category View

Relatively Poor. The category has a relatively poor investment outlook

Consistency Of Performance

Relatively moderate. The historical performance of the fund has been OK

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    Historical growth rate of 12% per annum
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Historical NAV

41.4937

NAV (Oct 26)

Fund Returns

Last 1Y
75.6%
Last 3Y
21.6%
Last 5Y
11.4%
Last 10Y
11.3%
Since Inception
13.1%
6 Month CAGR
24.8%
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Scheme Information

Investment Objective

The investment objective of the Scheme is to provide long term capital appreciation by investing predominantly in equity and equity related securities of companies engaged either directly or indirectly in the infrastructure areas of the Indian economy. However,there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Very High Risk

Expense Ratio
2.32
Launched (17y ago)
Apr 07, 2004
AUM in Crores
1522.065
ISIN
INF789F01745
Lock-in
No Lock-in
Benchmark
IISL Nifty Infrastructure TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

Sachin Trivedi

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

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Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

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comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)

SBI Focused Equity Fund (G)

recommended-badge

₹ 20,371 cr

5

recommended-badge

₹ 5,357 cr

5

recommended-badge

₹ 5,218 cr

5

recommended-badge

₹ 3,953 cr

5

recommended-badge

₹ 3,346 cr

5

amc-icon

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 186,049 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 59 equity,485 debt and 34 hybrid funds.

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  • tel-amc-about
    022-62278000
  • mail-amc-about
    invest@utico.in
  • Fund NameScripbox Opinion
    Till Date CAGR
    recommended-badge

    23.1%

    12.2%

    top-ranked-badge

    23.1%

    12.2%

    top-ranked-badge

    23.1%

    12.2%

    top-ranked-badge

    4.2%

    7.4%

    top-ranked-badge

    4.9%

    7%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    About UTI Infrastructure Fund PlanReinvestment Inc Dist cum Cap Wdrl (RIDCW-A)

    About UTI Infrastructure Fund PlanReinvestment Inc Dist cum Cap Wdrl (RIDCW-A)

    UTI Infrastructure Fund PlanReinvestment Inc Dist cum Cap Wdrl (RIDCW-A) is a Sectoral / Thematic - Infra Equity fund and has delivered an annualised return of 13.1% over a period of 17 years. The fund was previously known as UTI Infrastructure Reg DR . The fund is managed by UTI Asset Management Co Ltd. The fund manager’s name is Sachin Trivedi

    UTI Infrastructure Fund PlanReinvestment Inc Dist cum Cap Wdrl (RIDCW-A) Investment Objective

    The investment objective of the Scheme is to provide long term capital appreciation by investing predominantly in equity and equity related securities of companies engaged either directly or indirectly in the infrastructure areas of the Indian economy. However,there can be no assurance or guarantee that the investment objective of the scheme would be achieved. . However, there is no assurance that the objective of the scheme will be realized.

    UTI Infrastructure Fund PlanReinvestment Inc Dist cum Cap Wdrl (RIDCW-A) NAV,AUM,Risk

    The UTI Infrastructure Fund PlanReinvestment Inc Dist cum Cap Wdrl (RIDCW-A) fund was launched on Apr 07, 2004. The NAV (Net Asset Value) of this Sectoral / Thematic - Infra Equity fund as of 2021-10-26 is ₹41.49. The total AUM (Asset Under Management) of the fund as of 27/10/2021 is ₹1522.065. The category risk of the UTI Infrastructure Fund PlanReinvestment Inc Dist cum Cap Wdrl (RIDCW-A) fund is Very High Risk. The fund charges 2.32 % as expense ratio.

    UTI Infrastructure Fund PlanReinvestment Inc Dist cum Cap Wdrl (RIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 96.9% in this asset class. The top three holdings of the fund are , larsen & toubro ltd , bharti airtel ltd , state bank of india , icici bank ltd , ultratech cement ltd , axis bank ltd , gujarat gas ltd , adani ports & special economic zone ltd , shree cement ltd , ntpc ltd , net current assets , indraprastha gas ltd , pnc infratech ltd , kec international ltd , container corporation of india ltd , voltas ltd , knr constructions ltd , h.g. infra engineering ltd ordinary shares , bharat forge ltd , bharat electronics ltd , siemens ltd , torrent power ltd , skf india ltd , mahindra logistics ltd , cummins india ltd , blue star ltd , crompton greaves consumer electricals ltd , abb india ltd , oberoi realty ltd , petronet lng ltd , gujarat state petronet ltd , brigade enterprises ltd , honeywell automation india ltd , aia engineering ltd , j kumar infraprojects ltd , thermax ltd , 3m india ltd , kirloskar oil engines ltd , itd cementation india ltd , techno electric & engineering co ltd , aegis logistics ltd , g r infraprojects ltd , eq-pp bharti airtel ltd.

    UTI Infrastructure Fund PlanReinvestment Inc Dist cum Cap Wdrl (RIDCW-A) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹1000 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.

    UTI Infrastructure Fund PlanReinvestment Inc Dist cum Cap Wdrl (RIDCW-A) Investment volatility and Horizon

    This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty Infrastructure TR INR

    UTI Infrastructure Fund PlanReinvestment Inc Dist cum Cap Wdrl (RIDCW-A) Review

    UTI Infrastructure Fund PlanReinvestment Inc Dist cum Cap Wdrl (RIDCW-A) has a score of 2 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, UTI Infrastructure Fund PlanReinvestment Inc Dist cum Cap Wdrl (RIDCW-A) has a score of 3 out of 5 Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.

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