UTI CCF Investment Plan Fund (Equity, Multi Cap)

Moderately High
15 yrs 12 monthsStarted on:17 Feb 2004
₹ 325.41 Cras on: 21 Jan 2020
Long Term Horizon
2.62%
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)
YTD2.01
1 Month2.70
3 Month8.44
1 YR10.37
2 YR1.63
3 YR11.91

SIP Returns

TenureReturns (CAGR)
1 YR17.31
2 YR7.35
3 YR6.79
5 YR9.06
10 YR11.19

Portfolio

Company Name% Assets
ICICI Bank Ltd.8.7
HDFC Bank Ltd.8.6
Axis Bank Ltd.5.69
Infosys Ltd.5.47
Indusind Bank Ltd.3.04
ITC Ltd.2.64
Gujarat Gas Ltd.2.56
Muthoot Finance Ltd.2.16
Bharti Airtel Ltd.2.1
National Thermal Power Corp. Ltd.1.87

Top Sectoral Holdings

Sector Name% Assets
Financial33.42
Technology9.08
Energy8.31
Automobile6.84
Construction6.11
FMCG5.92
Chemicals5.87
Healthcare4.91
Services4.74
Cons Durable3.29

Indicators

LabelValue
Standard Deviation13.04%
Beta0.96%
Sharpe Ratio0.52

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