Fund Details
UTI Regular Savings Fund Direct Monthly Payment
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.18% |
| NAV | ₹48.38 (12 May 2021) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹1,627 Cr |
Returns
Comparison
1. 1Y Returns are higher than the category average returns
2. 5Y Returns are higher than the category average returns
3. 3Y Returns are higher than the category average returns
Found nothing so far.
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Bajaj Finance Ltd. | Financial | Equity | 1.7% |
| Amara Raja Batteries Ltd. | Engineering | Equity | 0.3% |
Fund Managers
UTI Regular Savings Fund Direct Monthly Payment Details
UTI Regular Savings Fund Direct Monthly Payment is a Hybrid Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Amandeep Chopra, Ajay Tyagi is the Current Fund Manager of UTI Regular Savings Fund Direct Monthly Payment fund.The fund currently has an Asset Under Management(AUM) of ₹1,627 Cr and the Latest NAV as of 12 May 2021 is ₹48.38.
The UTI Regular Savings Fund Direct Monthly Payment is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 25000. For more than 10% of investments 1% will be charged if redeemed within 12 months
Investment Objective
The scheme seeks 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.
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.
