UTI CCF Investment Plan Fund (Equity, Multi Cap)

Moderately High
15 yrs 7 monthsStarted on:17 Feb 2004
₹ 276.29 Cras on: 23 Aug 2019
Long Term Horizon
2.79%
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 YR5.32

SIP Returns

TenureReturns (CAGR)
5 YR3.84
10 YR8.88

Portfolio

Company Name% Assets
HDFC Bank Ltd.7.58
Infosys Ltd.5.17
ICICI Bank Ltd.5.07
Axis Bank Ltd.4.39
Tata Consultancy Services Ltd.4.24
Larsen & Toubro Ltd.4.08
Reliance Industries Ltd.3.8
Indusind Bank Ltd.3.29
Shree Cement Ltd.3.15
Cholamandalam Investment & Finance Co. Ltd.2.91

Top Sectoral Holdings

Sector Name% Assets
Financial31.16
Technology10.51
Construction9.92
Automobile6.7
FMCG6.61
Energy6.46
Healthcare5.27
Services4.42
Cons Durable3.34
Textiles1.89

Indicators

LabelValue
Standard Deviation13.47%
Beta0.99%
Sharpe Ratio0.11

Swati Anil Kulkarni

Mrs. Kulkarni is a B.Com (H), MBA (Finance). from Narsee Monjee Institute of Management Studies, Mumbai, CFA and a CAIIB.
Prior to joining UTI Mutual Fund in 2004 she has worked with Reliance Industries Ltd.

Other Funds Managed by Swati Anil Kulkarni