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UTI Regular Savings Fund Regular Plan Monthly Payment-0.02%

13.19%
1 Year Return
Hybrid
Conservative
2.0star
6M
1Y
3Y
5Y
All

Fund Details

UTI Regular Savings Fund Regular Plan Monthly Payment

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.79%
NAV₹46.19 (21 Jan 2021)
Fund Started15 Dec 2003
Fund Size1,664 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
13.2%
5.4%
8.0%
8.8%
Category Average
10.0%
5.9%
8.2%
-
Rank Within Category
11
25
21
-
*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 13.2% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
2. Age is more than 10 years
Cons
1. Risk-adjusted returns are lower compared to the category
2. Risk is higher compared to the benchmark
3. Higher expense ratio
4. 1Y Returns are lower than the benchmark
5. 3Y Returns are lower than the benchmark
6. 5Y Returns are lower than the benchmark
7. Risk-adjusted returns are lower compared to the category
8. Higher expense ratio - 1.79%
9. 1Y Returns are lower than the category average returns
10. 3Y Returns are lower than the category average returns
11. 5Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
GOISovereignGOI Sec6.2%
GOISovereignGOI Sec5.2%
National Bank For Agriculture & Rural DevelopmentFinancialDebenture4.8%
Indian Railway Finance Corpn. Ltd.FinancialDebenture4.3%
Indian Railway Finance Corpn. Ltd.FinancialDebenture4.2%
Reliance Retail Ltd.ServicesSecuritised Debt3.8%
REC Ltd.FinancialNCD3.1%
Bank Of BarodaFinancialDebenture3.1%
GOISovereignGOI Sec3.0%
GOISovereignGOI Sec2.4%
See All

Fund Managers

Amandeep Singh Chopra
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UTI Regular Savings Fund Regular Plan Monthly Payment Details

UTI Regular Savings Fund Regular Plan Monthly Payment is a Hybrid Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 15 Dec 2003. Amandeep Chopra, Ajay Tyagi is the Current Fund Manager of UTI Regular Savings Fund Regular Plan Monthly Payment fund.The fund currently has an Asset Under Management(AUM) of ₹1,664 Cr and the Latest NAV as of 21 Jan 2021 is ₹46.19.

The UTI Regular Savings Fund Regular Plan 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

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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
Citibank 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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