UTI CCF Savings Plan (Hybrid, Hybrid Balanced Hybrid)

Moderately High
25 yrs 5 monthsStarted on:12 Jul 1993
₹ 3618.89 Cras on: 15 Nov 2018
Medium Horizon
1.83%
Capital Growth and Income

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

The scheme seeks to invest predominantly in debt and money market instruments and part of the portfolio into equity & equity related securities with a view to generating income and aim for capital appreciation.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
1 Month0.16
1 YR0.04
2 YR6.62
3 YR7.99

SIP Returns

TenureReturns (CAGR)
2 YR1.77
3 YR5.12
5 YR7.98
10 YR10.44

Portfolio

Company Name% Assets
Yes Bank Ltd. 9.50%5.3
Sikka Ports and Terminals Ltd. 28/10/2026 7.95%3.41
Dewan Housing Finance Corpn. Ltd. 04/06/20212.66
HDFC Bank Ltd.2.54
Indiabulls Housing Finance Ltd. 17/06/2019 8.90%2.06
Vodafone Idea Ltd. 27/01/2022 8.04%1.92
Reliance Retail Ltd. 20181.87
Infosys Ltd.1.87
Jorabat Shillong Expressway Ltd. 31/01/2030 8.30%1.51
Tata Consultancy Services Ltd.1.45

Top Sectoral Holdings

Sector Name% Assets
Financial9.94
Automobile4.7
Construction4.14
Technology4.11
Healthcare3.55
FMCG2.56
Services2.13
Energy1.54
Chemicals0.9
Metals0.85

Indicators

LabelValue
Standard Deviation6.35%
Beta1.26%
Sharpe Ratio0.14

Amandeep Singh Chopra,Kaushik Basu

Mr. Chopra is a B.Sc. from St.Stephen's College and an MBA from FMS, Delhi.Mr. Basu is a B.Com (H), CAIIB, ICWA and LLB degree.
He has been with associated with UTI AMC for over two decades. He has been associated with UTI AMC for over a decade.
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