• Mutual Funds
  • UTI Mutual Fund
  • UTI Liquid Cash Plan Inc Dist cum Cap Wdrl (PIDCW-6M)

Formerly UTI Liquid Cash Plan Reg HY DP

UTI Mutual Fund

UTI Liquid Cash Plan Inc Dist cum Cap Wdrl (PIDCW-6M)

DebtLiquid

Top Ranked

1052.0728

NAV (Dec 02)

3.3%
Till Date CAGR
Scripbox Opinion

Not Reviewed yet

Our analysis of this fundLearn how we rate funds ->

Track Record

3 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

27,109 Cr. Category leader in size

Impact of Interest Rate Changes

Low Interest Rate Risk. The impact on fund value is quite low when interest rates change

Credit Quality Of Fund's Portfolio

Lowest Credit Risk. The fund has a very high credit quality compared to other debt funds

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Emergency Money

Emergency Money

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  • graph-icon-gray
    Historical growth rate of 6.5% per annum
  • graph-icon-gray
    Recommended Duration 1 - 5 years
  • graph-icon-gray
    No Lock-in
  • graph-icon-gray
    Emergency

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Historical NAV

1052.0728

NAV (Dec 2)

Fund Returns

Last 1Y

3.2%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

3.3%

6 Month CAGR

1.7%

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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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Moderate Risk

Expense Ratio

0.23

Launched (3y ago)

Jul 26, 2018

AUM in Crores

27108.016

ISIN

INF789FA1J41

Lock-in

No Lock-in

Benchmark

CRISIL Liquid Fund TR INR

SIP Minimum

0

Lumpsum Min.

20000

Fund Managers
user-avatar

Amandeep Chopra

Fund Manager

user-avatar

Amit Sharma

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

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Emergency Money

Invest in a scientifically curated set of liquid funds which are best aligned towards achieving any objectives where liquidity and stability are the priority.

  • Inflation beating returns
    Inflation beating returns
  • Emergency
    Emergency
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record
Kotak Savings Fund (G)

Kotak Savings Fund (G)

₹ 13,499 cr

5

₹ 33,567 cr

5

₹ 11,691 cr

5

₹ 31,118 cr

5

₹ 27,296 cr

5

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About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 185,381 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 60 equity,485 debt and 34 hybrid funds.

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  • tel-amc-about
    022-62278000
  • mail-amc-about
    invest@utico.in
  • Fund NameScripbox Opinion
    Till Date CAGR

    17.9%

    11.9%

    17.9%

    11.9%

    17.9%

    11.9%

    4.8%

    7%

    4%

    7.4%

    growth

    Emergency Money

    Invest in a scientifically curated set of liquid funds which are best aligned towards achieving any objectives where liquidity and stability are the priority.

    • graph-icon-gray
      Historical growth rate of 6.5% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Emergency
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Axis Liquid Fund (Growth)

    Axis Liquid Fund (Growth)

    Debt

    Liquid

    Tata Liquid Fund (Growth)

    Tata Liquid Fund (Growth)

    Debt

    Liquid

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers are millionaires
    We thrive on trust.

    We match your objectives to the right portfolio. World-class wealth management using science, data and technology, leveraged by our experience, and human touch. Get started with your wealth creation without worry.

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    About UTI Liquid Cash Plan Inc Dist cum Cap Wdrl (PIDCW-6M)

    About UTI Liquid Cash Plan Inc Dist cum Cap Wdrl (PIDCW-6M)

    UTI Liquid Cash Plan Inc Dist cum Cap Wdrl (PIDCW-6M) is a Liquid Debt fund and has delivered an annualised return of 3.3% over a period of 3 years. The fund was previously known as UTI Liquid Cash Plan Reg HY DP . The fund is managed by UTI Asset Management Co Ltd. The fund managers are Amandeep Chopra, Amit Sharma

    UTI Liquid Cash Plan Inc Dist cum Cap Wdrl (PIDCW-6M) 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. . However, there is no assurance that the objective of the scheme will be realized.

    UTI Liquid Cash Plan Inc Dist cum Cap Wdrl (PIDCW-6M) NAV,AUM,Risk

    The UTI Liquid Cash Plan Inc Dist cum Cap Wdrl (PIDCW-6M) fund was launched on Jul 26, 2018. The NAV (Net Asset Value) of this Liquid Debt fund as of 2021-12-02 is ₹1052.07. The total AUM (Asset Under Management) of the fund as of 03/12/2021 is ₹27108.016. The category risk of the UTI Liquid Cash Plan Inc Dist cum Cap Wdrl (PIDCW-6M) fund is Moderate Risk. The fund charges 0.23 % as expense ratio.

    UTI Liquid Cash Plan Inc Dist cum Cap Wdrl (PIDCW-6M) Holdings

    The fund’s highest allocation is towards Others and has invested 100% in this asset class. The top three holdings of the fund are , net current assets , 91 dtb 09122021 , aditya birla finance limited , bajaj finance limited , 91 dtb 23122021 , housing development finance corporation limited , mangalore refinery & petrochemicals limited , hdfc bank limited , reliance jio infocomm limited , 182 dtb 30122021 , hindustan petroleum corporation limited , reliance retail ventures limited , iifl finance limited , tata steel limited , reliance retail ventures limited , godrej & boyce manufacturing company limited , reliance retail ventures limited , reliance jio infocomm limited , chennai petroleum corporation ltd , the tata power company limited , the federal bank limited , indian oil corporation limited , kotak securities ltd , idfc first bank limited , 91 dtb 16122021 , 182 dtb 16122021 , 364 dtb 18112021 , tata steel limited , indian oil corporation limited , indian oil corporation limited , icici securities limited , national bank for agriculture and rural development , l&t finance limited , bharat oman refineries limited , hdfc securities limited , hdfc securities limited , kotak securities ltd , indusind bank limited , dalmia cement (bharat) limited , gic housing finance limited , birla group holdings private limited , ongc petro additions limited , tata capital housing finance limited , reliance retail ventures limited , 91 dtb 25112021 , bharat petroleum corporation limited , muthoot finance limited , rbl bank limited , muthoot finance limited , export-import bank of india , hdfc securities limited , kotak securities limited , 182 dtb 25112021 , 364 dtb 06012022 , hindustan petroleum corporation limited , edelweiss finance & investments limited , the ramco cements limited , infina finance private limited , the ramco cements limited , l&t finance limited , nxtra data limited , tata power renewable energy limited , icici securities limited , reliance jio infocomm limited , julius baer capital (india) private limited , hdfc securities limited , icici securities limited , national bank for agriculture and rural development , canfin homes limited , godrej industries limited , iifl wealth management limited , bharat oman refineries limited , bharat oman refineries limited , 364 dtb 09122021 , iifl wealth management limited , axis securities limited , l&t finance limited , hdfc securities limited , hsbc investdirect financial services (india) limited , clearing corporation of india ltd. std - 91 daysmargin deposit , standard chartered investments and loans (india) limited

    UTI Liquid Cash Plan Inc Dist cum Cap Wdrl (PIDCW-6M) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹null 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.

    UTI Liquid Cash Plan Inc Dist cum Cap Wdrl (PIDCW-6M) Investment volatility and Horizon

    This fund 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 Inc Dist cum Cap Wdrl (PIDCW-6M) Review

    UTI Liquid Cash Plan Inc Dist cum Cap Wdrl (PIDCW-6M) has a score of 4 on a scale of 5. The fund has a score of 5 out of 5 based on historical performance. As compared to the other funds in its category, UTI Liquid Cash Plan Inc Dist cum Cap Wdrl (PIDCW-6M) has a score of 5out of 5 The credit risk of the fund is 5 out of 5 as compared to other debt funds.

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