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UTI Smart Woman Savings Plan Direct Growth
Hybrid
Conservative Hybrid
Moderately High Risk
+8.91%
3Y annualised
+0.21% 1D
NAV: 02 May '18
₹38.41
Min. SIP amount
Not Supported
Fund size
₹382.11 Cr
Expense ratio
1.78%
Holdings (68)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| State Bank of India | Financial | Bonds | 7.89% |
| GOI | Sovereign | GOI Sec | 7.32% |
| Axis Finance Ltd. | Financial | NCD | 6.24% |
| GOI | Sovereign | GOI Sec | 5.85% |
| Afcons Infrastructure Ltd. | Construction | Debenture | 5.12% |
| Nirma Ltd. | FMCG | NCD | 3.83% |
| Vodafone Idea Ltd. | Communication | Debenture | 3.79% |
| Uttar Pradesh Power Corporation Ltd | Engineering | SO | 2.77% |
| Bajaj Finance Ltd. | Financial | Equity | 2.10% |
| Indusind Bank Ltd. | Financial | Equity | 1.91% |
| Yes Bank Ltd. | Financial | Equity | 1.73% |
| Yes Bank Ltd. | Financial | Bonds | 1.50% |
| Export-Import Bank Of India | Financial | Bonds | 1.34% |
| Steel Authority Of India Ltd. | Metals | Bonds | 1.30% |
| HDFC Bank Ltd. | Financial | Equity | 1.28% |
| Infosys Ltd. | Technology | Equity | 1.08% |
| MindTree Ltd. | Technology | Equity | 1.08% |
| Tata Consultancy Services Ltd. | Technology | Equity | 1.04% |
| LIC Housing Finance Ltd. | Financial | Debenture | 0.91% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 0.86% |
| Astral Poly Technik Ltd. | Chemicals | Equity | 0.83% |
| Motherson Sumi Systems Ltd. | Automobile | Equity | 0.83% |
| REC Ltd. | Financial | Bonds | 0.81% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 0.77% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 0.76% |
| Gruh Finance Ltd. | Financial | Equity | 0.71% |
| Shree Cement Ltd. | Construction | Equity | 0.70% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 0.68% |
| ITC Ltd. | FMCG | Equity | 0.65% |
| Page Industries Ltd. | Textiles | Equity | 0.63% |
| eClerx Services Ltd | Services | Equity | 0.62% |
| Torrent Pharmaceuticals Ltd. | Healthcare | Equity | 0.58% |
| Cadila Healthcare Ltd. | Healthcare | Equity | 0.58% |
| Titan Company Ltd. | Cons Durable | Equity | 0.57% |
| Symphony Ltd. | Cons Durable | Equity | 0.56% |
| Jubilant FoodWorks Ltd. | Services | Equity | 0.55% |
| Eicher Motors Ltd. | Automobile | Equity | 0.53% |
| Sun Pharmaceutical Inds. Ltd. | Healthcare | Equity | 0.52% |
| Info Edge (India) Ltd. | Services | Equity | 0.50% |
| Shriram Transport Finance Co. Ltd. | Financial | Bonds | 0.49% |
| Havells India Ltd. | Engineering | Equity | 0.49% |
| PI Industries Ltd. | Chemicals | Equity | 0.48% |
| Endurance Technologies Ltd. | Automobile | Equity | 0.43% |
| Hindustan Zinc Ltd. | Metals | Equity | 0.42% |
| Dr. Lal Pathlabs Ltd. | Healthcare | Equity | 0.41% |
| Grindwell Norton Ltd. | Metals | Equity | 0.39% |
| Schaeffler India Ltd. | Engineering | Equity | 0.39% |
| Amara Raja Batteries Ltd. | Engineering | Equity | 0.38% |
| Emami Ltd. | FMCG | Equity | 0.37% |
| Pidilite Industries Ltd. | Chemicals | Equity | 0.36% |
| Ipca Laboratories Ltd. | Healthcare | Equity | 0.35% |
| Sheela Foam Ltd. | Textiles | Equity | 0.33% |
| Lupin Ltd. | Healthcare | Equity | 0.30% |
| Dabur India Ltd. | FMCG | Equity | 0.30% |
| Ajanta Pharma Ltd. | Healthcare | Equity | 0.28% |
| Nestle India Ltd. | FMCG | Equity | 0.27% |
| Marico Ltd. | FMCG | Equity | 0.27% |
| GAIL (India) Ltd. | Energy | Bonds | 0.26% |
| Berger Paints India Ltd. | Chemicals | Equity | 0.25% |
| Thermax Ltd. | Engineering | Equity | 0.21% |
| City Union Bank Ltd. | Financial | Equity | 0.19% |
| Cera Sanitaryware Ltd. | Construction | Equity | 0.16% |
| AU Small Finance Bank Ltd. | Financial | Equity | 0.13% |
| Eris Lifesciences Ltd | Healthcare | Equity | 0.12% |
| Igarashi Motors India Ltd. | Engineering | Equity | 0.11% |
| Syngene International Ltd. | Healthcare | Equity | 0.07% |
| Power Grid Corporation of India Ltd. | Energy | Bonds/NCD | 0.03% |
| Federal Bank Ltd. | Financial | ST Dep. | 0.01% |
See All
Minimum investments
Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported
Returns and rankings
Annualised returns
Absolute returns
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +8.3% | +8.9% | +10.7% | -- |
| Category average (Hybrid Conservative Hybrid) | +5.5% | +9.1% | +8.0% | -- |
| Rank (Hybrid Conservative Hybrid) | -- | -- | -- | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
NA
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Parag Parikh Conservative Hybrid Fund Direct Growth | +7.44% | +11.35% | 3,212.39 | |
ICICI Prudential Regular Savings Fund Direct Growth | +8.26% | +10.80% | 3,358.65 | |
DSP Regular Savings Fund Direct Growth | +7.97% | +10.59% | 180.25 | |
HDFC Hybrid Debt Fund Direct Growth | +6.02% | +10.26% | 3,354.01 | |
Nippon India Conservative Hybrid Fund Direct Growth | +10.30% | +9.97% | 932.60 | |
| Compare | ||||
About UTI Smart Woman Savings Plan Direct Growth
UTI Smart Woman Savings Plan Direct Growth is a Hybrid Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 14 Nov 2002. The fund currently has an Asset Under Management(AUM) of ₹4,00,535 Cr and the Latest NAV as of 02 May 2018 is ₹38.41.
The UTI Smart Woman Savings Plan Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to ₹500.
;
Investment Objective
To invest in a portfolio of equity/equity related securities and debt and money market instrument with a view to generate reasonable income with moderate capital appreciation. The asset allocation will be Debt: Minimum 70% Maximum 100% Equity: Minimum 0%, Maximum 30%.
Fund benchmarkCRISIL Short Term Debt Hybrid 75+25 Index
Fund house
Rank (total assets)#8 in India
Total AUM₹4,00,535.15 Cr
Date of Incorporation14 Nov 2002
Launch Date14 Nov 2002
AddressUTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,