UTI CCF Investment Plan (Equity, Multi Cap)

Moderately High
14 yrs 10 monthsStarted on:17 Feb 2004
₹ 247.52 Cras on: 15 Nov 2018
Long Term Horizon
2.63%
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)
1 Month0.93
2 YR14.51
3 YR11.56

SIP Returns

TenureReturns (CAGR)
2 YR2.64
3 YR8.26
5 YR10.17
10 YR11.76

Portfolio

Company Name% Assets
HDFC Bank Ltd.6.26
Infosys Ltd.4.44
ICICI Bank Ltd.3.94
Reliance Industries Ltd.3.86
Indusind Bank Ltd.3.7
Britannia Industries Ltd.2.96
L&T Finance Holdings Ltd.2.77
Avenue Supermarts Ltd.2.69
Sheela Foam Ltd.2.52
Tata Consultancy Services Ltd.2.36

Top Sectoral Holdings

Sector Name% Assets
Financial30.42
Technology9.08
Energy8.8
FMCG8.45
Automobile6.69
Construction5.72
Healthcare5.1
Services4.28
Engineering3.81
Metals3.02

Indicators

LabelValue
Standard Deviation15.08%
Beta0.99%
Sharpe Ratio0.25

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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