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  • UTI Mutual Fund
  • UTI Liquid Cash Plan (Growth)

Formerly UTI Liquid Cash Plan Instl Gr

UTI Mutual Fund

UTI Liquid Cash Plan (Growth)

DebtLiquid

Top Ranked

3625.0455

NAV (Feb 05)

4.1%
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

3625.0455

NAV (Feb 5)

Fund Returns

Last 1Y

5.1%

Last 3Y

4.1%

Last 5Y

5.3%

Last 10Y

6.7%

Since Inception

6.8%

6 Month CAGR

3.1%

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

0.23

Launched (20y ago)

Dec 11, 2003

AUM in Crores

29992.098

ISIN

INF789F01PH1

Lock-in

No Lock-in

Benchmark

CRISIL Liquid Fund TR INR

SIP Minimum

0

Lumpsum Min.

1000

Standard Deviation (3yr)

0.3

Standard Deviation (5yr)

0.5

Beta (3yr)

1.08

Beta (5yr)

0.96

Sharpe Ratio (3yr)

-1.493

Sharpe Ratio (5yr)

0.86

YTM

6.63

Fund Managers

Amit Sharma

Fund Manager

Amandeep Chopra

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
UTI Liquid Cash Plan (Growth)70%832,037 99,4255.3%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2023-02-05

Top Debt Holdings

net current assets

25.3%
25.3%

national bank for agriculture and rural development

5.3%
5.3%

housing development finance corporation limited

2.5%
2.5%

national bank for agriculture and rural development

2.3%
2.3%

canara bank

2.2%
2.2%
See all holdings

Compare UTI Liquid Cash Plan (Growth)

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

₹ 52,076 cr

₹ 15,112 cr

₹ 16,307 cr

₹ 13,853 cr

₹ 52,076 cr

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 188,364 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.

amc-img

  • 022-62278000
  • invest@utico.in
  • Fund NameScripbox Opinion
    Till Date CAGR

    4.1%

    6.8%

    16%

    11.5%

    4.1%

    6.7%

    4.9%

    7.2%

    14.8%

    15.5%

    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 2/5/2023 is ₹3625.05 with the total AUM as of 2/6/2023 is ₹29992.098. 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 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 5.1% 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)?

    UTI Liquid Cash Plan (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 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.