- Mutual Funds
- UTI Mutual Fund
- UTI Liquid Discontinued (Growth)
Formerly UTI Liquid Cash Plan Reg Gr(Discon)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 3496.3168
NAV (Dec 4)
Fund Returns
Last 1Y | 6.4% |
Last 3Y | 4.4% |
Last 5Y | 4.6% |
Last 10Y | 5.9% |
Since Inception | 6.3% |
6 Month CAGR | 3.1% |
Scheme Information
The investment objective of the scheme is to generate steady and reasonable income,with low risk and high level of liquidity from a portfolio of debt & money market instruments. However there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns.
Expense Ratio | 0.27 |
Launched (20y ago) | Jun 23, 2003 |
AUM in Crores | 21458.958 |
ISIN | INF789F01BB4 |
Lock-in | No Lock-in |
Benchmark | CRISIL Liquid Debt A-I TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 20000 |
Standard Deviation (3yr) | 0.5 |
Standard Deviation (5yr) | 0.5 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | -6.583 |
Sharpe Ratio (5yr) | -3.693 |
YTM | 7.1 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| UTI Liquid Discontinued (Growth) | 8,17,924 | 85,312 | 4.6% | |
| 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 Debt Holdings
91 Days Treasury Bill 14-12-2023
6.2%hdfc bank limited
4.6%larsen & toubro ltd.
3.7%net current assets
3.5%bank of maharashtra
3.5%Comparison with Debt Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 40,756 cr | ||
₹ 16,858 cr | ||
₹ 11,326 cr | ||
₹ 13,754 cr | ||
₹ 10,873 cr |
About the AMC
UTI Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.9% | 6.8% | ||
5.3% | 7.2% | ||
16.6% | 11.7% | ||
19.9% | 15% | ||
11.8% | 8.8% |
UTI Liquid Discontinued (G) Review
UTI Liquid Discontinued (G) is a Liquid Debt fund and has delivered an annualised return of 6.3% over a period of 20 years. The fund was previously known as UTI Liquid Cash Plan Reg Gr(Discon). The fund is managed by UTI Asset Management Co Ltd. The fund managers are Amandeep Chopra, Amit Sharma.
Nav of UTI Liquid Discontinued (G) as of 12/4/2023 is ₹3496.32 with the total AUM as of 12/5/2023 is ₹21458.958. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Liquid Discontinued (G) was launched on Jun 23, 2003. The category risk of the fund is Low to Moderate Risk.
The minimum SIP amount for UTI Liquid Discontinued (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 ₹20000. Check your estimated returns on mutual funds by using sip calculator.
UTI Liquid Discontinued (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL Liquid Debt A-I TR INR.
UTI Liquid Discontinued (G) is rated as a 4 fund in Debt and delivered 6.4% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI Liquid Discontinued (G).
Frequently Asked Questions
What is UTI Liquid Discontinued (G)?
How to invest in UTI Liquid Discontinued (G)?
You can invest in UTI Liquid Discontinued (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 Liquid Discontinued (G)?
The minimum sip amount for UTI Liquid Discontinued (G) is ₹0. You can invest in multiples of ₹20000.
Is UTI Liquid Discontinued (G) good to invest in?
As per Scripbox experts, UTI Liquid Discontinued (G) is a Top Ranked fund. You can investUTI Liquid Discontinued (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 Liquid Discontinued (G)?
The expense ratio of the UTI Liquid Discontinued (G) is 0.27% for regular plan.