- Mutual Funds
- UTI Mutual Fund
- UTI Savings Fund Regluar Plan (Growth)
Formerly UTI MIS Advantage Gr
UTI Savings Fund Regluar Plan (Growth)
₹ 55.4221
NAV (Jun 02)
Conservative hybrid funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 55.4221
NAV (Jun 2)
Fund Returns
Last 1Y | 9% |
Last 3Y | 12.2% |
Last 5Y | 7% |
Last 10Y | 8.8% |
Since Inception | 9.2% |
6 Month CAGR | 2.8% |
Scheme Information
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 | 1.81 |
Launched (20y ago) | Dec 16, 2003 |
AUM in Crores | 1539.175 |
ISIN | INF789F01893 |
Lock-in | No Lock-in |
Benchmark | CRISIL Short Term Debt Hyb 75+25 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 5.1 |
Standard Deviation (5yr) | 6.1 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 1.477 |
Sharpe Ratio (5yr) | 0.297 |
YTM | 7.81 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| UTI Savings Fund Regluar Plan (Growth) | 8,67,662 | 1,35,050 | 7% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 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.
Asset allocation and Holdings
Top Stock Holdings
net current assets
6.7%7.26% govt stock 2032
6.5%housing development finance corporation limited
3.9%07.70 mh sgs 2030
3.3%7.41% govt stock 2036
3.3%Allocation by Sector
financial services
8.5%consumer cyclical
4.6%technology
2.8%healthcare
2.3%basic materials
1.9%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 8,756 cr | ||
₹ 21,435 cr | ||
₹ 3,233 cr | ||
₹ 6,472 cr | ||
₹ 2,760 cr |
About the AMC
UTI Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.3% | 6.8% | ||
4.9% | 7.2% | ||
24% | 11.5% | ||
23.7% | 14.7% | ||
13.5% | 8.1% |
UTI Savings Fund Regluar Plan (G) Review
UTI Savings Fund Regluar Plan (G) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 9.2% over a period of 19 years. The fund was previously known as UTI MIS Advantage Gr. The fund is managed by UTI Asset Management Co Ltd. The fund managers are Amandeep Chopra, Amit Premchandani, Jaydeep Bhowal.
Nav of UTI Savings Fund Regluar Plan (G) as of 6/2/2023 is ₹55.42 with the total AUM as of 6/4/2023 is ₹1539.175. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Savings Fund Regluar Plan (G) was launched on Dec 16, 2003. The category risk of the fund is High Risk.
The minimum SIP amount for UTI Savings Fund Regluar Plan (G) 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 (G)?
How to invest in UTI Savings Fund Regluar Plan (G)?
You can invest in UTI Savings Fund Regluar Plan (G) 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 (G)?
The minimum sip amount for UTI Savings Fund Regluar Plan (G) is ₹1000. You can invest in multiples of ₹5000.
Is UTI Savings Fund Regluar Plan (G) good to invest in?
As per Scripbox experts, UTI Savings Fund Regluar Plan (G) is a Neutral fund. You can investUTI Savings Fund Regluar Plan (G) 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 (G)?
The expense ratio of the UTI Savings Fund Regluar Plan (G) is 1.81% for regular plan.