• Mutual Funds
  • UTI Mutual Fund
  • UTI Savings Fund Regluar Plan Flexi (PIDCW-A)

Formerly UTI Reg Savings Reg Flex DP

UTI Mutual Fund

UTI Savings Fund Regluar Plan Flexi (PIDCW-A)

HybridConservative Hybrid

37.3589

NAV (Sep 29)

5.6%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 1,611 Cr

Rolling Returns

View all 8 analysis

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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

37.3589

NAV (Sep 29)

Fund Returns

Last 1Y

1.9%

Last 3Y

8%

Last 5Y

5.6%

Last 10Y

8.2%

Since Inception

8.9%

6 Month CAGR

0.7%

Scheme Information

Investment Objective

The primary objective of the scheme is to invest predominantly in debt and money market instruments and part of the portfolio into equity/equity related securities with a view to generating income and aim for capital appreciation. However,there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

Expense Ratio

1.8

Launched (19y ago)

Dec 16, 2003

AUM in Crores

1611.169

ISIN

INF789F01877

Lock-in

No Lock-in

Benchmark

IISL Nifty 50 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Amit Premchandani

Fund Manager

Amandeep Chopra

Fund Manager

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.

Asset allocation and Holdings

Last updated on 2022-09-29

Top Stock Holdings

net current assets

10.7%
10.7%

6.54% govt stock 2032

8.9%
8.9%

6.45% govt stock 2029

6%
6%

7.26% govt stock 2029

5%
5%

5.53% govt stock 2033

4.6%
4.6%
See all holdings

Allocation by Sector

financial services

8.3%
8.3%

consumer cyclical

4.6%
4.6%

healthcare

2.4%
2.4%

technology

2.4%
2.4%

basic materials

1.8%
1.8%
See all sectors

Compare UTI Savings Fund Regluar Plan Flexi (PIDCW-A)

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 20,359 cr

₹ 583 cr

₹ 361 cr

₹ 2,749 cr

₹ 390 cr

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 189,617 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%

    6.8%

    14.5%

    11.4%

    17.4%

    14.5%

    15.3%

    15.5%

    3.4%

    6.3%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    UTI Savings Fund Regluar Plan Flexi (PIDCW-A) Review

    UTI Savings Fund Regluar Plan Flexi (PIDCW-A) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 8.9% over a period of 18 years. The fund was previously known as UTI Reg Savings Reg Flex DP. The fund is managed by UTI Asset Management Co Ltd. The fund managers are Amandeep Chopra, Amit Premchandani.

    Nav of UTI Savings Fund Regluar Plan Flexi (PIDCW-A) as of 9/29/2022 is ₹37.36 with the total AUM as of 9/30/2022 is ₹1611.169. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Savings Fund Regluar Plan Flexi (PIDCW-A) was launched on Dec 16, 2003. The category risk of the fund is Moderately High risk.

    The minimum SIP amount for UTI Savings Fund Regluar Plan Flexi (PIDCW-A) is ₹1000 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 ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Frequently Asked Questions

    What is UTI Savings Fund Regluar Plan Flexi (PIDCW-A)?

    UTI Savings Fund Regluar Plan Flexi (PIDCW-A) is a Conservative Hybrid Hybrid scheme predominantly investing across Hybrid stocks with an investment objective to generate wealth over the long term.

    How to invest in UTI Savings Fund Regluar Plan Flexi (PIDCW-A)?

    You can invest in UTI Savings Fund Regluar Plan Flexi (PIDCW-A) 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 Savings Fund Regluar Plan Flexi (PIDCW-A)?

    The minimum sip amount for UTI Savings Fund Regluar Plan Flexi (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.

    Is UTI Savings Fund Regluar Plan Flexi (PIDCW-A) good to invest in?

    As per Scripbox experts, UTI Savings Fund Regluar Plan Flexi (PIDCW-A) is a Not Reviewed Yet fund. You can investUTI Savings Fund Regluar Plan Flexi (PIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the UTI Savings Fund Regluar Plan Flexi (PIDCW-A)?

    The expense ratio of the UTI Savings Fund Regluar Plan Flexi (PIDCW-A) is 1.8% for regular plan.