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  • UTI Asset Management Co Ltd
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  • UTI Liquid Cash Plan Inc Dist cum Cap Wdrl (RIDCW-M)

Formerly UTI Liquid Cash Plan Reg Mn DR

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

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

DebtLiquid

Top Ranked

1029.4151

NAV (Aug 03)

4%
3 Year CAGR
Scripbox Opinion

Top Ranked

These are the top-ranked funds within liquid mutual funds.However, Scripbox does not recommend investing in liquid mutual funds.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

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

Relative Size

26,231 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
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    Recommended Duration 1 - 5 years
  • graph-icon-gray
    No Lock-in
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    Emergency

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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

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Low to Moderate Risk

Expense Ratio
0.23 %
Launched (18y ago)
Dec 11, 2003
AUM in Crores
₹ 26,231
ISIN
INF789F01PJ7
Lock-in
No Lock-in
Benchmark
CRISIL Liquid Fund TR INR
SIP Minimum
₹ 0
Lumpsum Min.
₹ 20,000
Fund Managers
user-avatar

Amandeep Chopra

Fund Manager

user-avatar

Amit Sharma

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
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.

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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

Kotak Savings Fund (G)

Kotak Savings Fund (G)

Ultra Short

Recommended

Top Ranked

17 Years

Age

5

Track Record

Aditya Birla Sun Life Liquid (G)

Aditya Birla Sun Life Liquid (G)

Liquid

Recommended

Top Ranked

17 Years

Age

5

Track Record

SBI Magnum Ultra Short Duration Fund (G)

SBI Magnum Ultra Short Duration Fund (G)

Ultra Short

Recommended

Top Ranked

22 Years

Age

5

Track Record

Nippon India Liquid Fund (G)

Nippon India Liquid Fund (G)

Liquid

Recommended

Top Ranked

18 Years

Age

5

Track Record

ICICI Prudential Savings Fund (G)

ICICI Prudential Savings Fund (G)

Low Duration

Recommended

Top Ranked

19 Years

Age

5

Track Record

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About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 160,568 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 59 equity,485 debt and 34 hybrid funds.

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  • tel-amc-about
    022-62278000
  • mail-amc-about
    invest@utico.in
  • UTI Nifty Index Fund (G)

    UTI Nifty Index Fund (G)

    Index Funds

    Recommended

    Top Ranked

    ₹ 4,210 Cr

    Fund Size

    14.50%

    5 Year CAGR

    5 Y CAGR

    UTI Nifty Index Fund Inc Dist cum Cap Wdrl (PIDCW-A)

    UTI Nifty Index Fund Inc Dist cum Cap Wdrl (PIDCW-A)

    Index Funds

    Top Ranked

    ₹ 4,210 Cr

    Fund Size

    14.50%

    5 Year CAGR

    5 Y CAGR

    UTI Nifty Index Fund Inc Dist cum Cap Wdrl (RIDCW-A)

    UTI Nifty Index Fund Inc Dist cum Cap Wdrl (RIDCW-A)

    Index Funds

    Top Ranked

    ₹ 4,210 Cr

    Fund Size

    14.50%

    5 Year CAGR

    5 Y CAGR

    UTI Short Term Income Fund Discontinued Sub (G)

    UTI Short Term Income Fund Discontinued Sub (G)

    Short Term

    Top Ranked

    ₹ 3,420 Cr

    Fund Size

    3.20%

    3 Year CAGR

    3 Y CAGR

    UTI Treasury Advantage Fund (G)

    UTI Treasury Advantage Fund (G)

    Low Duration

    Top Ranked

    ₹ 3,853 Cr

    Fund Size

    2.70%

    3 Year CAGR

    3 Y CAGR

    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

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    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

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

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

    UTI Liquid Cash Plan Inc Dist cum Cap Wdrl (RIDCW-M) is a liquid debt fund and has delivered an annualised return of 5.3% over a period of 18 years .The fund was previously known as UTI Liquid Cash Plan Reg Mn DR.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 (RIDCW-M) 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 (RIDCW-M) NAV,AUM,Risk

    The UTI Liquid Cash Plan Inc Dist cum Cap Wdrl (RIDCW-M) fund was launched on Dec 11, 2003. The NAV (Net Asset Value) of this liquid debt as of 2021-08-03 is ₹ 1029.4151. The total AUM (Asset Under Management) of the fund as of 2021-08-04 is ₹ 26230.205. The category risk of the UTI Liquid Cash Plan Inc Dist cum Cap Wdrl (RIDCW-M) fund is Low to Moderate Risk. The fund charges 0.23 % as expense ratio.

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

    The fund’s highest allocation is towards others and has invested 96.2% in this asset class. The top three holdings of the fund are 91 dtb 23092021,91 dtb 09092021 and 91 dtb 13082021

    UTI Liquid Cash Plan Inc Dist cum Cap Wdrl (RIDCW-M) SIP

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

    UTI Liquid Cash Plan Inc Dist cum Cap Wdrl (RIDCW-M) 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 (RIDCW-M) Review

    UTI Liquid Cash Plan Inc Dist cum Cap Wdrl (RIDCW-M) has a score of 4 on a scale of 5. The fund scores 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 (RIDCW-M) has a score of 5 out of 5. The credit risk of the fund is 5 out of 5 as compared to other debt funds.

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