- Mutual Funds
- UTI Mutual Fund
- UTI Liquid Cash Plan (Growth)
Formerly UTI Liquid Cash Plan Instl Gr
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 3657.1203
NAV (Mar 28)
Fund Returns
Last 1Y | 5.6% |
Last 3Y | 4.2% |
Last 5Y | 5.2% |
Last 10Y | 6.7% |
Since Inception | 6.8% |
6 Month CAGR | 3.2% |
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 | 0.23 |
Launched (20y ago) | Dec 11, 2003 |
AUM in Crores | 32756.868 |
ISIN | INF789F01PH1 |
Lock-in | No Lock-in |
Benchmark | CRISIL Liquid Fund TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 1000 |
Standard Deviation (3yr) | 0.4 |
Standard Deviation (5yr) | 0.5 |
Beta (3yr) | 1.06 |
Beta (5yr) | 0.96 |
Sharpe Ratio (3yr) | -1.485 |
Sharpe Ratio (5yr) | 0.803 |
YTM | 7.11 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| UTI Liquid Cash Plan (Growth) | 830,002 | 97,390 | 5.2% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 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
net current assets
26.4%indian bank
2.6%tata steel limited
2.3%housing development finance corporation limited
2.3%91 Days Treasury Bill 18-05-2023
2.2%Compare UTI Liquid Cash Plan (Growth)
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 49,144 cr | ||
₹ 13,831 cr | ||
₹ 18,485 cr | ||
₹ 12,884 cr | ||
₹ 49,144 cr |
About the AMC
UTI Asset Management Company Ltd
UTI Asset Management Co Ltd manages assets worth 186,324 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 60 equity,488 debt and 31 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.2% | 6.8% | ||
26.2% | 11.1% | ||
4.1% | 6.7% | ||
5% | 7.2% | ||
23.6% | 15.2% |
UTI Liquid Cash Plan (G) Review
UTI Liquid Cash Plan (G) is a Liquid Debt fund and has delivered an annualised return of 6.8% over a period of 19 years. The fund was previously known as UTI Liquid Cash Plan Instl Gr. The fund is managed by UTI Asset Management Co Ltd. The fund managers are Amandeep Chopra, Amit Sharma.
Nav of UTI Liquid Cash Plan (G) as of 3/28/2023 is ₹3657.12 with the total AUM as of 3/29/2023 is ₹32756.868. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Liquid Cash Plan (G) was launched on Dec 11, 2003. The category risk of the fund is Low to Moderate Risk.
The minimum SIP amount for UTI Liquid Cash Plan (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 Cash Plan (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 Fund TR INR.
UTI Liquid Cash Plan (G) is rated as a 4 fund in Debt and delivered 5.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI Liquid Cash Plan (G).
Frequently Asked Questions
What is UTI Liquid Cash Plan (G)?
How to invest in UTI Liquid Cash Plan (G)?
You can invest in UTI Liquid Cash Plan (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 Cash Plan (G)?
The minimum sip amount for UTI Liquid Cash Plan (G) is ₹0. You can invest in multiples of ₹1000.
Is UTI Liquid Cash Plan (G) good to invest in?
As per Scripbox experts, UTI Liquid Cash Plan (G) is a Top Ranked fund. You can investUTI Liquid Cash Plan (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 Cash Plan (G)?
The expense ratio of the UTI Liquid Cash Plan (G) is 0.23% for regular plan.