UTI CCF Investment Plan Fund (Equity, Multi Cap)

Moderately High
16 yrs 1 monthsStarted on:17 Feb 2004
₹ 334.57 Cras on: 27 Feb 2020
Long Term Horizon
2.85%
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)
YTD0.39
3 Month2.58
1 YR10.93
2 YR2.18
3 YR8.89

SIP Returns

TenureReturns (CAGR)
1 YR11.85
2 YR5.54
3 YR5.08
5 YR8.13
10 YR10.71

Portfolio

Company Name% Assets
ICICI Bank Ltd.8.46
HDFC Bank Ltd.8.28
Infosys Ltd.5.79
Axis Bank Ltd.5.49
ITC Ltd.3.43
Gujarat Gas Ltd.2.75
Indusind Bank Ltd.2.53
Bharti Airtel Ltd.2.52
Muthoot Finance Ltd.2.18
Crompton Greaves Consumer Electricals Ltd.2.17

Top Sectoral Holdings

Sector Name% Assets
Financial31.83
Technology9.68
Energy8.61
Automobile7.23
FMCG6.83
Construction6.39
Chemicals6.11
Services4.97
Healthcare4.97
Cons Durable3.34

Indicators

LabelValue
Standard Deviation12.81%
Beta0.95%
Sharpe Ratio0.44

Vetri Subramaniam,Vishal Chopda

Mr. Subramaniam is a B.Com (H) and PGDBM (Finance) from IIM BangaloreMr. Chopda is BE, PGDM & CFA
Prior to joining UTI Asset Management Company, he was working with Invesco AMC as the Chief Investment Officer. He had also worked with Motilal Oswal Securities Ltd., Capris Investment Management, Kotak Mahindra Asset Management, SSKI Investors Services Ltd. and SSKI Securities Pvt. Ltd.He joined UTI AMC in January 2011 and worked for the past 7 years as Research Analyst. He has previously worked with Care Ratings.

Other Funds Managed by Vetri Subramaniam,Vishal Chopda