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UTI Regular Savings Fund Regular Plan Monthly Payment+0.07%

20.19%
1 Year Return
Hybrid
Conservative Hybrid
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₹47.73 (22 Jun 2021)
Fund Started15 Dec 2003
Fund Size1,641 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
20.2%
6.3%
7.5%
8.8%
Category Average
14.3%
5.8%
7.3%
-
Rank Within Category
9
24
19
-
*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 20.2% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
2. 1Y Returns are higher than the category average returns
3. 3Y Returns are higher than the category average returns
4. 5Y Returns are higher than the category average returns
5. 10Y Returns are higher than the category average returns
Cons
1. Higher expense ratio - 1.8%

Top Holdings

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GOISovereignGOI Sec5.2%
Reliance Retail Ltd.ServicesSecuritised Debt4.0%
REC Ltd.FinancialNCD3.2%
GOISovereignGOI Sec3.0%
West Bengal StateOthersSDL3.0%
GOISovereignGOI Sec2.9%
Bank Of BarodaFinancial2.8%
Cholamandalam Investment & Finance Co. Ltd.FinancialNCD2.2%
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 ₹1,641 Cr and the Latest NAV as of 22 Jun 2021 is ₹47.73.

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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