uti ccf-investment plan (Equity, Multi Cap)

Moderately High
14 yrs 8 monthsStarted on:17 Feb 2004
₹ 277.06 Cras on: 19 Sep 2018
Long Term Horizon
2.93%
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 Month1.72
1 YR4.51
2 YR14.06
3 YR13.36

SIP Returns

TenureReturns (CAGR)
1 YR2.63
2 YR11.57
3 YR14.3
5 YR14.07
10 YR13.45

Portfolio

Company Name% Assets
HDFC Bank Ltd.5.8
Indusind Bank Ltd.4.43
Reliance Industries Ltd.4.03
Infosys Ltd.3.9
Britannia Industries Ltd.3.89
Yes Bank Ltd.3.37
ICICI Bank Ltd.3.28
L&T Finance Holdings Ltd.2.95
Avenue Supermarts Ltd.2.88
Sheela Foam Ltd.2.51

Top Sectoral Holdings

Sector Name% Assets
Financial31.97
Energy8.8
FMCG8.79
Technology7.32
Construction6.27
Automobile5.67
Healthcare5.07
Services4.46
Engineering4.25
Metals3.16

Indicators

LabelValue
Standard Deviation13.35%
Beta0.95%
Sharpe Ratio0.66

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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