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UTI Regular Savings Fund Regular Plan Flexi IDCW

Hybrid
Conservative Hybrid
Moderately High Risk
20.25%
1Y return
+0.06% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 17 Sep 2021₹38.43
Min. SIP amountNA
Rating2star
Fund size₹1,612.69 Cr

Returns and rankings

Category: Hybrid Conservative Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns20.3%7.5%7.7%9.5%
Category average14.2%7.4%7.4%NA
Rank with in category82215NA
Understand termsinfo

Holdings (78)

NameSectorInstrumentAssets
GOI
SovereignCGL6.9%
GOI
SovereignGOI Sec6.1%
GOI
SovereignGOI Sec5.1%
FinancialNCD3.1%
West Bengal State
OthersSDL3.0%
GOI
SovereignGOI Sec2.9%
FinancialAdditional Tier 1 Bo2.8%
Cholamandalam Investment & Finance Company Ltd.
FinancialNCD2.2%
Shriram Transport Finance Company Ltd.
FinancialDebenture2.1%
FinancialEquity2.0%
See All

Pros and cons

info
Category: Hybrid Conservative Hybrid
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Pros

Age is more than 10 years
1Y Returns are higher than the category average returns
10Y Returns are higher than the category average returns
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Cons

Higher expense ratio - 1.79%
3Y Returns are lower than the category average returns
5Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 1.79%

Inclusive of GST

Exit load

For more than 10% of investments 1% will be charged if redeemed within 12 months

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Amandeep Singh Chopra
Jul 2004 - Present
View details
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Fund house & investment objective

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Fund house contact details

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