Formerly UTI Liquid Cash Plan Instl Qt DR
Top Ranked
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Track Record
6 Years. The fund has an Extended history for analysis and the track record is excellent.
Relative Size
23,488 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
Low Credit Risk. The fund has a high credit quality compared to other debt funds
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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.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Low to Moderate Risk
0.24 %
Expense Ratio
Nov 09, 2015
Launched (6y ago)
₹ 23,488
AUM in Crores
INF789FA1J33
ISIN
No Lock-in
Lock-in
CRISIL Liquid Fund TR INR
Benchmark
₹ 0
SIP Minimum
₹ 10,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
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.
Invest in a scientifically curated set of liquid funds which are best aligned towards achieving any objectives where liquidity and stability are the priority.
Comparison with Debt Funds
Ultra Short
Recommended
Top Ranked
17 Years
Age
Track Record
Liquid
Recommended
Top Ranked
17 Years
Age
Track Record
Ultra Short
Recommended
Top Ranked
22 Years
Age
Track Record
Low Duration
Recommended
Top Ranked
19 Years
Age
Track Record
Liquid
Recommended
Top Ranked
18 Years
Age
Track Record
About the AMC
UTI Asset Management Company Ltd
UTI Asset Management Co Ltd manages assets worth 140,302 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 56 equity,485 debt and 34 hybrid funds.
Index Funds
Recommended
Top Ranked
₹ 3,096 Cr
Fund Size
12.9%
3Y returns
Index Funds
Top Ranked
₹ 3,096 Cr
Fund Size
12.9%
3Y returns
Index Funds
Top Ranked
₹ 3,096 Cr
Fund Size
12.9%
3Y returns
Liquid
Top Ranked
₹ 23,487 Cr
Fund Size
5.9%
3Y returns
Low Duration
Top Ranked
₹ 3,362 Cr
Fund Size
3.1%
3Y returns
Invest in a scientifically curated set of liquid funds which are best aligned towards achieving any objectives where liquidity and stability are the priority.
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UTI Liquid Cash Plan (DR-Q) is a liquid debt fund and has delivered an annualised return of 6.4% over a period of 6 years .The fund was previously known as UTI Liquid Cash Plan Instl Qt DR.The fund is managed by UTI Asset Management Co Ltd.The fund managers are Amandeep Chopra, Amit Sharma
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.
The UTI Liquid Cash Plan (DR-Q) fund was launched on Nov 09, 2015. The NAV (Net Asset Value) of this liquid debt as of 2021-02-23 is ₹ 1391.5896. The total AUM (Asset Under Management) of the fund as of 2021-02-24 is ₹ 23487.480. The category risk of the UTI Liquid Cash Plan (DR-Q) fund is Low to Moderate Risk. The fund charges 0.24 % as expense ratio.
The fund’s highest allocation is towards others and has invested 100.0% in this asset class. The top three holdings of the fund are 91 dtb 18032021,91 dtb 04032021 and 182 dtb 11032021
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 ₹ 10000.
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 (DR-Q) 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 (DR-Q) has a score of 5 out of 5. The credit risk of the fund is 4 out of 5 as compared to other debt funds.