- Mutual Funds
- UTI Mutual Fund
- UTI Treasury Advantage Fund Discontinued Periodic (RIDCW-M)
Formerly UTI Trs Adv Reg Periodic DR
UTI Treasury Advantage Fund Discontinued Periodic (RIDCW-M)
₹ 1046.1563
NAV (Aug 05)
However, Scripbox does not recommend investing in low duration mutual funds.
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Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 1046.1563
NAV (Aug 5)
Fund Returns
Last 1Y | 8.1% |
Last 3Y | 6.6% |
Last 5Y | 3.5% |
Last 10Y | 4.8% |
Since Inception | 5% |
6 Month CAGR | 1.7% |
Scheme Information
The investment objective is to generate reasonable income for its investors consistent with high liquidity by investing in 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.
Expense Ratio | 0.43 |
Launched (15y ago) | Apr 25, 2007 |
AUM in Crores | 2761.306 |
ISIN | INF789F01349 |
Lock-in | No Lock-in |
Benchmark | CRISIL Low Duration Fund TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 20000 |
Fund Managers
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.
Asset allocation and Holdings
Top Debt Holdings
net current assets
16%182 Days Treasury Bill 29-09-2022
12.5%182 Days Treasury Bill 08-09-2022
9%182 Days Treasury Bill 22-12-2022
7.1%axis finance limited
4.2%Comparison with Debt Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 49,911 cr | ||
₹ 14,870 cr | ||
₹ 15,889 cr | ||
₹ 14,702 cr | ||
₹ 49,911 cr |
About the AMC
UTI Asset Management Company Ltd
UTI Asset Management Co Ltd manages assets worth 182,055 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.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4% | 6.8% | ||
- | 16.2% | ||
17.4% | 11.6% | ||
20.2% | 14.6% | ||
17.8% | 15.7% |
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsUTI Treasury Advantage Fund Discontinued Periodic (RIDCW-M) Review
UTI Treasury Advantage Fund Discontinued Periodic (RIDCW-M) is a Low Duration Debt fund and has delivered an annualised return of 5% over a period of 15 years. The fund was previously known as UTI Trs Adv Reg Periodic DR. The fund is managed by UTI Asset Management Co Ltd. The fund manager’s name is Anurag Mittal.
Nav of UTI Treasury Advantage Fund Discontinued Periodic (RIDCW-M) as of 8/5/2022 is ₹1046.16 with the total AUM as of 8/6/2022 is ₹2761.306. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Treasury Advantage Fund Discontinued Periodic (RIDCW-M) was launched on Apr 25, 2007. The category risk of the fund is Low to Moderate Risk.
The minimum SIP amount for UTI Treasury Advantage Fund Discontinued Periodic (RIDCW-M) 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 ₹20000. Check your estimated returns on mutual funds by using sip calculator.
UTI Treasury Advantage Fund Discontinued Periodic (RIDCW-M) 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 Low Duration Fund TR INR.
UTI Treasury Advantage Fund Discontinued Periodic (RIDCW-M) is rated as a 3 fund in Debt and delivered 8.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI Treasury Advantage Fund Discontinued Periodic (RIDCW-M).
Frequently Asked Questions
What is UTI Treasury Advantage Fund Discontinued Periodic (RIDCW-M)?
How to invest in UTI Treasury Advantage Fund Discontinued Periodic (RIDCW-M)?
You can invest in UTI Treasury Advantage Fund Discontinued Periodic (RIDCW-M) 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 Treasury Advantage Fund Discontinued Periodic (RIDCW-M)?
The minimum sip amount for UTI Treasury Advantage Fund Discontinued Periodic (RIDCW-M) is ₹0. You can invest in multiples of ₹20000.
Is UTI Treasury Advantage Fund Discontinued Periodic (RIDCW-M) good to invest in?
As per Scripbox experts, UTI Treasury Advantage Fund Discontinued Periodic (RIDCW-M) is a Neutral fund. You can investUTI Treasury Advantage Fund Discontinued Periodic (RIDCW-M) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the UTI Treasury Advantage Fund Discontinued Periodic (RIDCW-M)?
The expense ratio of the UTI Treasury Advantage Fund Discontinued Periodic (RIDCW-M) is 0.43% for regular plan.