Home>Mutual Funds>UTI Mutual Fund>UTI Regular Saving Fund Segregated Portfolio Direct Monthly Payment
1M
6M
1Y
All
| NAV: 14 Oct 2021 | ₹0.99 |
| Min. SIP amount | NA |
| Rating | NA |
| Fund size | ₹44.98 Cr |
Understand terms
Annualised returns
Average of the yearly returns of a mutual fund over a given period.
Absolute returns
The total return of a mutual fund over a given period.
Returns and rankings
Category: Hybrid Conservative Hybrid
Absolute returns
| 3M | 6M | 1Y | All | |
|---|---|---|---|---|
| Fund returns | 2.7% | 5.7% | -16.0% | -89.9% |
| Category average | NA | NA | 14.2% | NA |
| Rank with in category | NA | NA | NA | NA |
Understand termsinfo
Holdings (1)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Vodafone Idea Ltd. | Communication | Debenture | 93.6% |
Understand terms
Expense ratio
A fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
Tax
A percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit load
A fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp duty
A form of tax payable for the purchase or sale of an asset or security.
Expense ratio, exit load and tax
Expense ratio: NA
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
NA
Understand termsinfo
Minimum investment amounts
| Min. for 1st investment | NA |
| Min. for 2nd investment onwards | NA |
| Min. for SIP | NA |
Fund management
Amandeep Singh Chopra
Feb 2020 - Present
View details
Education
Mr. Chopra is a B.Sc. from St.Stephen's College and an MBA from FMS, Delhi.
Experience
He has been with UTI AMC since 1994 beginning with Investment Research and then moving into the area of Fund Management. Prior to this, he had an experience of 2 years of working with Aaina Exports Ltd and Stenay Ltd. He serves on the Executive Investment Committee (EIC), Valuation Committee and the Management Committee of UTI AMC Ltd. He is also a member of the Valuation Committee of the Association of Mutual Funds in India (AMFI).
Also manages these schemes
Ajay Tyagi
Feb 2020 - Present
View details
Education
Mr Tyagi has done CFA Charterholder from The CFA Institute, USA and Masters in Finance from Delhi University.
Experience
He has been working in equity research in UTI since 2000. He has also worked as Assistant Fund Manager in the Offshore Funds division.
Also manages these schemes
Fund house & investment objective
| Rank (total assets) | #8 in India |
|---|---|
| Total AUM | 1,80,599.47 Cr |
| Date of Incorporation | 01 Feb 2003 |
|---|
UTI Regular Saving Fund Segregated Portfolio Direct Monthly Payment is a Hybrid Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made
UTI Regular Saving Fund Segregated Portfolio Direct Monthly Payment is a Hybrid Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 01 Feb 2003. Amandeep Singh Chopra is the Current Fund Manager of UTI Regular Saving Fund Segregated Portfolio Direct Monthly Payment fund. The fund currently has an Asset Under Management(AUM) of ₹1,80,599 Cr and the Latest NAV as of 14 Oct 2021 is ₹0.99.
The UTI Regular Saving Fund Segregated Portfolio Direct Monthly Payment is rated Moderately High risk.
...Read more
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 v
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.
...Read more
| Fund benchmark | CRISIL Short Term Debt Hybrid 75+25 Index |
|---|
Fund house contact details
Address
UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East) Mumbai 400051
Phone
022-66786666
Launch Date
01 Feb 2003
E-mail
[email protected]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,
Email
[email protected]Website
www.karvymfs.comCompare funds
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