UTI CCF Investment Plan (Equity, Multi Cap)

Moderately High
15 yrs 2 monthsStarted on:17 Feb 2004
₹ 263.84 Cras on: 22 Mar 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)
YTD2.47
1 Month6.62
3 Month3.39
1 YR4.02
2 YR9.51
3 YR14.08

SIP Returns

TenureReturns (CAGR)
1 YR1.91
2 YR3.16
3 YR8.39
5 YR9.84
10 YR11.68

Portfolio

Company Name% Assets
HDFC Bank Ltd.7.32
Infosys Ltd.5.01
ICICI Bank Ltd.4.38
Reliance Industries Ltd.4.2
Indusind Bank Ltd.3.59
Tata Consultancy Services Ltd.3.31
Britannia Industries Ltd.3.01
Avenue Supermarts Ltd.2.75
L&T Finance Holdings Ltd.2.52
Yes Bank Ltd.2.38

Top Sectoral Holdings

Sector Name% Assets
Financial31.57
Technology10.52
Energy8.83
FMCG7.78
Automobile7.1
Construction5.73
Healthcare4.97
Services4.39
Engineering3.07
Cons Durable2.51

Indicators

LabelValue
Standard Deviation13.85%
Beta0.99%
Sharpe Ratio0.69

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.