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UTI Regular Savings Fund Regluar Plan Growth

Balanced Debt | Conservative Allocation

Nav : 40.4489 ( -0.14%) January 18th, 2019

People currently viewing this : 1

Rank (of 245)

2

Annualized Returns

10.46%

Investment Horizon

1-3 Yr

Doubled Money

7yrs 0m

Returns since December 16th, 2003

9.7%

One Time

Monthly

Min Investment ₹500


Balanced Debt | Conservative Allocation

Nav : 40.4489 ( -0.14%) January 18th, 2019

People currently viewing this : 1

Upwardly's Take :

Conservative investors looking for a very little equity exposure should invest in this fund to gain tax benefits with an investment horizon of at least 3 years. Effective tax rate can be lower than 5%.

Ideal for a short term goal like vacation, down-payment for home, wedding and car purchase.

One Time

Monthly

Min Investment ₹500


Rank (of 245)

2

Annualized Returns

10.46%

Investment Horizon

1-3 Yr

Doubled Money

7yrs 0m

Returns since December 16th, 2003

9.7%

FUND PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL 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.

Basic Details
Fund House
UTI
Launch Date
December 16th, 2003
Expense Ratio
1.74%
Fund Category Risk
Moderate
Std Dev (1Yr)
4.766
Std Dev (3Yr)
4.395
Std Dev (5Yr)
4.363
Asset Size
2525Cr
Investment Details
Investment Plan
Growth
Return since Launch
9.7 %
Exit Load
1% if withdrawn within 12 Month(s)
No exit load if withdrawn after 12 Month(s)
Contact Details
Phone No.
+91 22 66786666