UTI - Regular Savings Fund - Regular Plan - Growth Option

(Erstwhile UTI - MIS-Advantage-Growth)

Category: Hybrid: Conservative
Launch Date: 16-12-2003
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 75+25 Conservative Index
Expense Ratio: 1.79% As on ( 31-10-2018)
Status: Open Ended Schemes(Hybrid Scheme - Conservative Hybrid Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,521.25 Cr As on ( 30-11-2018)
Turn over: 29.44
NAV as on 12-12-2018

40.1355

0.26 ( 0.6498% )

CAGR Since Inception

9.71%

PERFORMANCE of UTI - Regular Savings Fund - Regular Plan - Growth Option

Scheme Performance (%) Data as on - 11-12-2018

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
UTI - Regular Savings Fund - Regular Plan - Growth Option 3.36 8.37 10.58 10.19 9.71
Benchmark - - - - -
Hybrid: Conservative 0.56 6.72 8.35 8.45 8.04

Yearly Performance (%)

Fund Managers

Mr. Amandeep Singh Chopra, Mr. Ajay Tyagi

Mr. Chopra is a B.Sc. from St.Stephen’s College and an MBA from FMS, Delhi. He has been with associated with UTI AMC for over two decades.

Investment Objective

Endeavors to make periodic income distribution to unit holders through investments in fixed income securities and equity & equity related instruments.

RETURNS CALCULATOR for UTI - Regular Savings Fund - Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Key Performance and Risk Statistics of UTI - Regular Savings Fund - Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
UTI - Regular Savings Fund - Regular Plan - Growth Option 4.09 1.91 4.19 0.1 7.9 5.25
Hybrid: Conservative - - - - - -

PEER COMPARISION of UTI - Regular Savings Fund - Regular Plan - Growth Option

Period
Data as on - 11-12-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
UTI - Regular Savings Fund - Regular Plan - Growth Option 16-12-2003 3.36 7.1 8.37 10.58 10.19
Indiabulls Savings Income Fund-Regular Plan-Growth Option 02-12-2015 5.88 8.93 9.26 0.0 0.0
DHFL Pramerica Hybrid Debt Fund - Growth 02-11-2007 4.58 6.84 7.72 7.4 6.96
ICICI Prudential Regular Savings Fund - Plan - Growth 30-03-2004 4.04 7.96 9.5 11.32 11.2
Invesco India Regular Savings Fund - Growth 01-06-2010 3.94 4.98 7.6 6.65 0.0
Invesco India Regular Savings Fund - Monthly Dividend 01-06-2010 3.59 3.93 6.38 5.34 0.0
BARODA CONSERVATIVE HYBRID FUND - Plan A - Growth Option 08-09-2004 3.54 4.9 6.75 8.25 6.55
Reliance Hybrid Bond Fund-Growth Plan 29-12-2003 3.39 5.99 7.58 10.3 10.41
UTI - Regular Savings Fund - Regular Plan - Monthly Payment Option 16-12-2003 3.36 7.1 8.37 10.58 10.19
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth 24-04-1988 2.99 5.18 6.12 8.7 10.04

PORTFOLIO ANALYSIS of UTI - Regular Savings Fund - Regular Plan - Growth Option

Asset Allocation (%)

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