• Mutual Funds
  • UTI Mutual Fund
  • UTI Savings Fund Regluar Plan (Growth)

Formerly UTI MIS Advantage Gr

UTI Mutual Fund

UTI Savings Fund Regluar Plan (Growth)

HybridConservative Hybrid

50.1905

NAV (Jun 24)

6.2%
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.

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

1,577 Cr. Large within the category

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

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

Scripbox Recommended Equity Funds

Want the floating rate funds that are right for your short term investment needs?

Learn more

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

50.1905

NAV (Jun 24)

Fund Returns

Last 1Y

5.1%

Last 3Y

7.4%

Last 5Y

6.2%

Last 10Y

8.9%

Since Inception

9.1%

6 Month CAGR

-2.6%

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

1576.659

ISIN

INF789F01893

Lock-in

No Lock-in

Benchmark

IISL Nifty 50 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Amandeep Chopra

Fund Manager

Amit Premchandani

Fund Manager

Ajay Tyagi

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 2022-06-24

Top Stock Holdings

net current assets

10.4%
10.4%

6.45% govt stock 2029

6%
6%

7.26% govt stock 2029

5.1%
5.1%

5.53% govt stock 2033

4.7%
4.7%

6.54% govt stock 2032

4.5%
4.5%
See all holdings

Allocation by Sector

financial services

8.2%
8.2%

consumer cyclical

4.3%
4.3%

technology

2.6%
2.6%

healthcare

2.2%
2.2%

industrials

1.9%
1.9%
See all sectors

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record
Kotak Equity Arbitrage Fund (G)
Kotak Equity Arbitrage Fund (G)

₹ 26,009 cr

5

₹ 26,009 cr

5

₹ 26,009 cr

5

₹ 26,009 cr

5

₹ 26,009 cr

5

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 181,279 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.

amc-img

  • 022-62278000
  • invest@utico.in
  • Fund NameScripbox Opinion
    Till Date CAGR

    4.1%

    6.9%

    -

    8.2%

    11.2%

    11.1%

    13.6%

    14.2%

    12.3%

    15.4%

    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 (G) Review

    UTI Savings Fund Regluar Plan (G) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 9.1% over a period of 18 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 Ajay Tyagi, Amandeep Chopra, Amit Premchandani.

    Nav of UTI Savings Fund Regluar Plan (G) as of 6/24/2022 is ₹50.19 with the total AUM as of 6/26/2022 is ₹1576.659. 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 Moderately 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)?

    UTI Savings Fund Regluar Plan (G) 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 (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 1.8% for regular plan.