UTI CRTS 81 Direct Growth+0.21%

8.75%
1 Year Return
Hybrid
Conservative
3.0star
6M
1Y
3Y
5Y

Fund Details

UTI CRTS 81 Direct Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio1.55%
NAV366.66 (02 May 2018)
Fund Started09 Jan 2013
Fund Size748 Cr

Returns

1Y
3Y*
5Y*
Since inception*
UTI CRTS 81 Direct Growth
8.8%
9.4%
11.4%
NA
Category Average
4.0%
3.8%
6.3%
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 8.8% annual returns

    Comparison

    Data not available
    Pros
    1. 1Y Returns are higher than the category average returns
    2. 3Y Returns are higher than the category average returns
    3. 5Y Returns are higher than the category average returns
    4. Exit load is zero
    Cons
    1. Higher expense ratio - 1.55%

    Top Holdings

    NameSectorInstrument% Assets
    UTI Money Market Fund Direct-GrowthFinancialMutual Fund10.1%
    Cholamandalam Investment & Finance Co. Ltd.FinancialNCD6.3%
    GOISovereignGOI Sec5.3%
    Indian Hotels Co. Ltd.ServicesBonds/Deb4.9%
    Vodafone Idea Ltd.CommunicationDebenture4.9%
    HDFC Bank Ltd.FinancialBonds3.2%
    Tata Sons Ltd.FinancialDebenture3.1%
    Punjab National BankFinancialBonds3.1%
    Sikka Ports and Terminals Ltd.EnergyDebenture3.0%
    GOISovereignGOI Sec2.3%
    See All

    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.

    Scheme Information Document(SID)

    Not Supported
    Min for First Investment
    Not Supported
    Min for Second Investment
    Nil
    Exit Load

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    About UTI Mutual Fund

    Address
    UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East) Mumbai 400051
    Phone
    022-66786666
    Launch Date
    01 Feb 2003
    Website
    NA
    UTI Mutual Fund
    Asset Management Company
    Custodian
    NA
    Registrar & Transfer Agent
    KFin Tech
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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