UTI CCF Investment Plan (Equity, Multi Cap)

Moderately High
14 yrs 12 monthsStarted on:17 Feb 2004
₹ 265.9 Cras on: 21 Jan 2019
Long Term Horizon
2.94%
Capital Appreciation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across the market capitalization spectrum.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
3 Month4.29
2 YR12.69
3 YR15.08

SIP Returns

TenureReturns (CAGR)
2 YR1.11
3 YR7.58
5 YR9.48
10 YR11.46

Portfolio

Company Name% Assets
HDFC Bank Ltd.7.42
ICICI Bank Ltd.4.27
Infosys Ltd.4.21
Indusind Bank Ltd.3.87
Reliance Industries Ltd.3.8
L&T Finance Holdings Ltd.3.08
Britannia Industries Ltd.3.05
Avenue Supermarts Ltd.3.01
Tata Consultancy Services Ltd.2.5
Sheela Foam Ltd.2.32

Top Sectoral Holdings

Sector Name% Assets
Financial32.11
Technology8.75
Energy8.45
FMCG8.23
Automobile7.72
Construction6.04
Services4.91
Healthcare4.83
Engineering3.41
Metals2.59

Indicators

LabelValue
Standard Deviation15.11%
Beta0.98%
Sharpe Ratio0.4

Kaushik Basu

Mr. Basu is a B.Com (H), CAIIB, ICWA and LLB degree.
He has been associated with UTI AMC for over a decade.
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