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UTI Regular Savings Fund Regular Plan Monthly Payment

Hybrid
Conservative Hybrid
Moderately High Risk
24.39%
1Y return
-0.12% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 24 Sep 2021₹51.28
Min. SIP amountNA
Rating2star
Fund size₹1,612.69 Cr

Returns and rankings

Category: Hybrid Conservative Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns24.4%8.7%8.0%9.6%
Category average14.2%7.4%7.4%NA
Rank with in category61810NA
Understand termsinfo

Holdings (80)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec6.3%
GOI
SovereignGOI Sec5.3%
GOI
SovereignGOI FRB4.7%
FMCGNCD4.7%
GOI
SovereignCGL3.8%
GOI
SovereignGOI Sec3.1%
West Bengal State
OthersSDL3.0%
GOI
SovereignGOI Sec3.0%
FinancialAdditional Tier 1 Bo2.9%
Cholamandalam Investment & Finance Company Ltd.
FinancialNCD2.3%
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
3Y Returns are higher than the category average returns
5Y Returns are higher than the category average returns
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Cons

Higher expense ratio - 1.79%

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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