• Mutual Funds
  • UTI Mutual Fund
  • UTI Savings Fund Regluar Plan Flexi Inc Dist cum Cap Wdrl (RIDCW-A)

Formerly UTI Reg Savings Reg Flex DR

UTI Mutual Fund

UTI Savings Fund Regluar Plan Flexi Inc Dist cum Cap Wdrl (RIDCW-A)

HybridConservative Hybrid

38.1517

NAV (Jan 24)

7%
5 Year CAGR
Scripbox Opinion

Neutral

Click here for top ranked funds in conservative hybrid mutual funds.

However, Scripbox does not recommend investing in conservative hybrid mutual funds.

Conservative hybrid funds are primarily debt funds which invest a small amount in Equity instruments.

They will tend to fluctuate a little in line with market movements - providing marginal extra gains when the market moves up and marginally lower returns when the market is down.It’ s better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.

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

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

Relative Size

1,627 Cr. Large within the category

Category View

Relatively Poor. The category has a relatively poor investment outlook

Consistency Of Performance

Relatively moderate. The historical performance of the fund has been OK

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    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only

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Historical NAV

38.1517

NAV (Jan 24)

Fund Returns

Last 1Y

11.8%

Last 3Y

7.8%

Last 5Y

7%

Last 10Y

9%

Since Inception

9.2%

6 Month CAGR

6.9%

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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

1.82

Launched (19y ago)

Dec 16, 2003

AUM in Crores

1626.372

ISIN

INF789F01885

Lock-in

No Lock-in

Benchmark

CRISIL Hybrid 35+65 - Agg TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Ajay Tyagi

Fund Manager

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Amandeep Chopra

Fund Manager

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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.

comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,042 cr

5

₹ 18,456 cr

5

₹ 2,702 cr

5

₹ 1,396 cr

5

₹ 3,412 cr

5

amc-icon

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 187,131 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
    UTI Nifty Index Fund (G)
    UTI Nifty Index Fund (G)

    17.4%

    11.8%

    17.4%

    11.8%

    17.4%

    11.8%

    4.6%

    6.9%

    4.3%

    7.2%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

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    Equity

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    Axis Bluechip Fund (Growth)

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    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    UTI Savings Fund Regluar Plan Flexi Inc Dist cum Cap Wdrl (RIDCW-A) Review

    UTI Savings Fund Regluar Plan Flexi Inc Dist cum Cap Wdrl (RIDCW-A) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 9.2% over a period of 18 years. The fund was previously known as UTI Reg Savings Reg Flex DR. The fund is managed by UTI Asset Management Co Ltd. The fund managers are Ajay Tyagi, Amandeep Chopra.

    Nav of UTI Savings Fund Regluar Plan Flexi Inc Dist cum Cap Wdrl (RIDCW-A) as of 24/01/2022 is ₹38.15 with the total AUM as of 25/01/2022 is ₹1626.372. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Savings Fund Regluar Plan Flexi Inc Dist cum Cap Wdrl (RIDCW-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 Inc Dist cum Cap Wdrl (RIDCW-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 Inc Dist cum Cap Wdrl (RIDCW-A)?

    How to invest in UTI Savings Fund Regluar Plan Flexi Inc Dist cum Cap Wdrl (RIDCW-A)?

    What is the minimum sip amount of UTI Savings Fund Regluar Plan Flexi Inc Dist cum Cap Wdrl (RIDCW-A)?

    Is UTI Savings Fund Regluar Plan Flexi Inc Dist cum Cap Wdrl (RIDCW-A) good to invest in?

    What is the expense ratio of the UTI Savings Fund Regluar Plan Flexi Inc Dist cum Cap Wdrl (RIDCW-A)?