Name: UTI Smart Woman Savings Plan Direct Growth
Brand: UTI Mutual Fund

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UTI Smart Woman Savings Plan Direct Growth
Hybrid
Conservative Hybrid
Moderately High Risk
8.91%
3Y annualised
+0.21% 1D
1M
6M
1Y
3Y
5Y
 NAV: 02 May 2018₹38.41
Min. SIP amountNA
Rating3
Fund size₹382.11Cr
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Hybrid Conservative Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns8.3%8.9%10.7%NA
Category average14.2%7.4%7.4%NA
Rank with in categoryNANANANA
Understand terms
Holdings (65)NameSectorInstrumentAssets
State Bank of India
FinancialBonds7.9%
GOI
SovereignGOI Sec7.3%
Axis Finance Ltd.
FinancialNCD6.2%
GOI
SovereignGOI Sec5.8%
Afcons Infrastructure Ltd.
ConstructionDebenture5.1%
Nirma Ltd.
FMCGNCD3.8%
Vodafone Idea Ltd.
CommunicationDebenture3.8%
Uttar Pradesh Power Corporation Ltd
EngineeringSO2.8%
Bajaj Finance Ltd.
FinancialEquity2.1%
Indusind Bank Ltd.
FinancialEquity1.9%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
30 Apr 2018 - Present
1.78%
31 Mar 2018 - 30 Apr 2018
1.77%
28 Feb 2018 - 31 Mar 2018
1.78%
31 Jan 2018 - 28 Feb 2018
1.92%
31 Dec 2017 - 31 Jan 2018
1.89%
30 Nov 2017 - 31 Dec 2017
1.91%
31 Oct 2017 - 30 Nov 2017
1.99%
Expense ratio, exit load and taxExpense ratio: 1.78%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationNA
Understand terms
Check past data
Minimum investment amountsMin. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA
Fund house & investment objective
UTI Mutual Fund
Rank (total assets)#8 in India
Total AUM₹1,80,599.47Cr
Date of Incorporation01 Feb 2003
UTI Smart Woman Savings Plan Direct Growth is a Hybrid Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on
UTI Smart Woman Savings Plan Direct Growth is a Hybrid Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 01 Feb 2003. Amandeep Chopra, Ajay Tyagi is the Current Fund Manager of UTI Smart Woman Savings Plan Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,80,599 Cr and the Latest NAV as of 02 May 2018 is ₹38.41.
The UTI Smart Woman Savings Plan Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. ...Read more
Investment Objective
To invest in a portfolio of equity/equity related securities and debt and money market instrument with a view to generate reasonable income with moder
To invest in a portfolio of equity/equity related securities and debt and money market instrument with a view to generate reasonable income with moderate capital appreciation. The asset allocation will be Debt: Minimum 70% Maximum 100% Equity: Minimum 0%, Maximum 30%.
...Read more
Fund benchmarkCRISIL Short Term Debt Hybrid 75+25 Index
Scheme Information Document(SID)
Fund house contact details
Address
UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East) Mumbai 400051
Phone
022-66786666
Launch Date
01 Feb 2003
E-mail
[email protected]
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,
Email
[email protected]
Website
www.karvymfs.com
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	1Y	3Y	5Y	All
Fund returns	8.3%	8.9%	10.7%	NA
Category average	14.2%	7.4%	7.4%	NA
Rank with in category	NA	NA	NA	NA

Name	Sector	Instrument	Assets
State Bank of India	Financial	Bonds	7.9%
GOI	Sovereign	GOI Sec	7.3%
Axis Finance Ltd.	Financial	NCD	6.2%
GOI	Sovereign	GOI Sec	5.8%
Afcons Infrastructure Ltd.	Construction	Debenture	5.1%
Nirma Ltd.	FMCG	NCD	3.8%
Vodafone Idea Ltd.	Communication	Debenture	3.8%
Uttar Pradesh Power Corporation Ltd	Engineering	SO	2.8%
Bajaj Finance Ltd.	Financial	Equity	2.1%
Indusind Bank Ltd.	Financial	Equity	1.9%

Rating	3
Fund size	₹382.11Cr