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  • UTI Mutual Fund
  • UTI Liquid Discontinued Periodic ion (RIDCW-M)

Formerly UTI Liquid Cash Plan Reg IDCW-R(Discon)

UTI Mutual Fund

UTI Liquid Discontinued Periodic ion (RIDCW-M)

DebtLiquid
Top Ranked

1133.8935

NAV (May 14)

5%
3 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within liquid mutual funds.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

Rolling Returns

Good

The performance of the fund on a Rolling Returns metric has been Good

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

1133.8935

NAV (May 14)

Fund Returns

Last 1Y
6.6%
Last 3Y
5%
Last 5Y
4.2%
Last 10Y
4.6%
Since Inception
4.9%
6 Month CAGR
3.4%

Scheme Information

Investment Objective

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 (21y ago)
Jun 23, 2003
AUM in Crores
23329.864
ISIN
INF789F01AZ5
Lock-in
No Lock-in
Benchmark
Nifty Liquid Index 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)
-5.126
Sharpe Ratio (5yr)
-3.566
YTM
7.23
Fund Managers

Amit Sharma

Fund Manager

Amandeep Chopra

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
UTI Liquid Discontinued Periodic ion (RIDCW-M)70%8,10,001 77,3894.2%
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 2024-05-14

Top Debt Holdings

india (republic of)

10.1%
10.1%

6.69% govt stock 2024

7.8%
7.8%

small industries development bank of india

4.3%
4.3%

small industries development bank of india

4.2%
4.2%

national bank for agriculture and rural development

3.2%
3.2%
See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 26 60 40 fund (G)
Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 26 60 40 fund (G)

₹ 10,480 cr

₹ 4,963 cr

₹ 43,472 cr

₹ 14,482 cr

₹ 14,796 cr

amc-img

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 223,381 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
phone-img022-62278000
Fund NameScripbox Opinion
Till Date CAGR

5.6%

6.9%

5.9%

7.3%

5.6%

6.8%

15.8%

11.9%

18.2%

15.2%

UTI Liquid Discontinued Periodic ion (RIDCW-M) Review

UTI Liquid Discontinued Periodic ion (RIDCW-M) is a Liquid Debt fund and has delivered an annualised return of 4.9% over a period of 20 years. The fund was previously known as UTI Liquid Cash Plan Reg IDCW-R(Discon). The fund is managed by UTI Asset Management Co Ltd. The fund managers are Amandeep Chopra, Amit Sharma.

Nav of UTI Liquid Discontinued Periodic ion (RIDCW-M) as of 5/14/2024 is ₹1133.89 with the total AUM as of 5/15/2024 is ₹23329.864. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Liquid Discontinued Periodic ion (RIDCW-M) was launched on Jun 23, 2003. The category risk of the fund is Moderate Risk.

The minimum SIP amount for UTI Liquid Discontinued Periodic ion (RIDCW-M) 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 Periodic ion (RIDCW-M) 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 Nifty Liquid Index A-I TR INR.

UTI Liquid Discontinued Periodic ion (RIDCW-M) is rated as a 4 fund in Debt and delivered 6.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI Liquid Discontinued Periodic ion (RIDCW-M).

Frequently Asked Questions

What is UTI Liquid Discontinued Periodic ion (RIDCW-M)?

UTI Liquid Discontinued Periodic ion (RIDCW-M) is a Liquid Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

How to invest in UTI Liquid Discontinued Periodic ion (RIDCW-M)?

You can invest in UTI Liquid Discontinued Periodic ion (RIDCW-M) 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 Periodic ion (RIDCW-M)?

The minimum sip amount for UTI Liquid Discontinued Periodic ion (RIDCW-M) is ₹0. You can invest in multiples of ₹20000.

Is UTI Liquid Discontinued Periodic ion (RIDCW-M) good to invest in?

As per Scripbox experts, UTI Liquid Discontinued Periodic ion (RIDCW-M) is a Top Ranked fund. You can investUTI Liquid Discontinued Periodic ion (RIDCW-M) 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 Periodic ion (RIDCW-M)?

The expense ratio of the UTI Liquid Discontinued Periodic ion (RIDCW-M) is 0.27% for regular plan.