Home>Mutual Funds>UTI Mutual Fund>UTI Regular Savings Fund Direct Monthly Payment
shareSHARE

UTI Regular Savings Fund Direct Monthly Payment-0.17%

22.69%
1 Year Return
Hybrid
Conservative
2.0star
6M
1Y
3Y
5Y
All

Fund Details

UTI Regular Savings Fund Direct Monthly Payment

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.18%
NAV₹48.38 (12 May 2021)
Fund Started01 Jan 2013
Fund Size1,627 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
22.7%
6.3%
8.0%
9.5%
Category Average
14.3%
5.8%
7.3%
-
Rank Within Category
9
25
23
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 22.7% returns per annum

Comparison

Data not available
Pros
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
Cons
Found nothing so far.

Top Holdings

NameSectorInstrument% Assets
Bajaj Finance Ltd.FinancialEquity1.7%
Amara Raja Batteries Ltd.EngineeringEquity0.3%

Fund Managers

Amandeep Singh Chopra
keyboard_arrow_down

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.

Scheme Information Document(SID)

₹25000
Min for First Investment
₹1000
Min for Second Investment
For more than 10% of investments 1% will be charged if redeemed within 12 months
Exit Load

Compare Funds

UTI Regular Savings Fund Direct Monthly Payment
VS
search

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
Citibank NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Loading...
Similar Funds
ⓒ 2016-2021 Groww. All rights reserved, Built with in India