Fund Details
UTI CRTS 81 Direct Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 1.55% |
| NAV | ₹366.66 (02 May 2018) |
|---|---|
| Fund Started | 09 Jan 2013 |
| Fund Size | ₹748 Cr |
Returns
Comparison
1. 3Y Returns are higher than the category average returns
2. 5Y Returns are higher than the category average returns
3. Exit load is zero
1. Higher expense ratio - 1.55%
2. 1Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| UTI Money Market Fund Direct-Growth | Financial | Mutual Fund | 10.1% |
| Cholamandalam Investment & Finance Co. Ltd. | Financial | NCD | 6.3% |
| GOI | Sovereign | GOI Sec | 5.3% |
| Indian Hotels Co. Ltd. | Services | Bonds/Deb | 4.9% |
| Vodafone Idea Ltd. | Communication | Debenture | 4.9% |
| HDFC Bank Ltd. | Financial | Bonds | 3.2% |
| Tata Sons Ltd. | Financial | Debenture | 3.1% |
| Punjab National Bank | Financial | Bonds | 3.1% |
| Sikka Ports and Terminals Ltd. | Energy | Debenture | 3.0% |
| GOI | Sovereign | GOI Sec | 2.3% |
Fund Managers
UTI CRTS 81 Direct Growth Details
UTI CRTS 81 Direct Growth is a Hybrid Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 09 Jan 2013. V Srivatsa, Amandeep Chopra is the Current Fund Manager of UTI CRTS 81 Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹748 Cr and the Latest NAV as of 02 May 2018 is ₹366.66.
The UTI CRTS 81 Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 500.
Investment Objective
Open-ended debt oriented Income Scheme with an objective of investing not more than 30% of the funds in equity an equity related instrument and the balance in debt and money market instruments with low to medium risk profile. The scheme is catering to the investment needs of charitable, religious and educational trusts as well as registered societies with the goal of providing regular income.
Tax Implications
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.
