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  • UTI Mutual Fund
  • UTI Liquid (Growth)

Formerly UTI Liquid Cash Plan Reg Gr

UTI Mutual Fund

UTI Liquid (Growth)

DebtLiquid
Top Ranked

3902.4308

NAV (Mar 01)

5.3%
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

Scripbox Recommended Debt Funds
Want the most stable liquid funds for your portfolio?Learn more

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

3902.4308

NAV (Mar 1)

Fund Returns

Last 1Y
7.2%
Last 3Y
5.3%
Last 5Y
5.2%
Last 10Y
6.5%
Since Inception
6.8%
6 Month CAGR
3.5%

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)
Dec 11, 2003
AUM in Crores
22271.689
ISIN
INF789F01PH1
Lock-in
No Lock-in
Benchmark
CRISIL Liquid Debt A-I TR INR
SIP Minimum
0
Lumpsum Min.
1000
Standard Deviation (3yr)
0.5
Standard Deviation (5yr)
0.5
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
-0.884
Sharpe Ratio (5yr)
-0.004
YTM
7.42
Fund Managers

Amit Sharma

Fund Manager

Amandeep Chopra

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
UTI Liquid (Growth)70%8,30,002 97,3905.2%
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 2024-03-01

Top Debt Holdings

net current assets

15.9%
15.9%

hdfc bank limited

2.8%
2.8%

91 Days Treasury Bill 21-03-2024

2.6%
2.6%

indian bank

2.6%
2.6%

grasim industries ltd.

2.3%
2.3%
See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 45,939 cr

₹ 16,101 cr

₹ 13,073 cr

₹ 12,851 cr

₹ 10,720 cr

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 213,934 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
022-62278000
invest@utico.in
Fund NameScripbox Opinion
Till Date CAGR

5.3%

6.8%

15.8%

11.9%

5.6%

7.2%

18.3%

15.2%

11.3%

9.4%

UTI Liquid (G) Review

UTI Liquid (G) is a Liquid Debt fund and has delivered an annualised return of 6.8% over a period of 20 years. The fund was previously known as UTI Liquid Cash Plan Reg Gr. The fund is managed by UTI Asset Management Co Ltd. The fund managers are Amandeep Chopra, Amit Sharma.

Nav of UTI Liquid (G) as of 3/1/2024 is ₹3902.43 with the total AUM as of 3/2/2024 is ₹22271.689. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Liquid (G) was launched on Dec 11, 2003. The category risk of the fund is Moderate Risk.

The minimum SIP amount for UTI Liquid (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 ₹1000. Check your estimated returns on mutual funds by using sip calculator.

UTI Liquid (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 (G) is rated as a 4 fund in Debt and delivered 7.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI Liquid (G).

Frequently Asked Questions

What is UTI Liquid (G)?

UTI Liquid (G) 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 (G)?

You can invest in UTI Liquid (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 (G)?

The minimum sip amount for UTI Liquid (G) is ₹0. You can invest in multiples of ₹1000.

Is UTI Liquid (G) good to invest in?

As per Scripbox experts, UTI Liquid (G) is a Top Ranked fund. You can investUTI Liquid (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 (G)?

The expense ratio of the UTI Liquid (G) is 0.27% for regular plan.