uti ccf-savings plan (Hybrid, Hybrid Balanced Hybrid)

Moderately High
25 yrs 3 monthsStarted on:12 Jul 1993
₹ 3886.27 Cras on: 19 Sep 2018
Medium Horizon
1.85%
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)
YTD0.96
3 Month1.39
1 YR3.95
2 YR7.50
3 YR9.19

SIP Returns

TenureReturns (CAGR)
1 YR2.74
2 YR5.86
3 YR8.14
5 YR10.13
10 YR11.39

Portfolio

Company Name% Assets
Sikka Ports and Terminals Ltd. 28/10/2026 7.95%3.26
Dewan Housing Finance Corpn. Ltd. 04/06/20212.57
HDFC Bank Ltd.2.49
Indiabulls Housing Finance Ltd. 17/06/2019 8.90%1.93
Infosys Ltd.1.83
Vodafone Idea Ltd. 27/01/2022 8.04%1.78
Reliance Retail Ltd. 20181.74
Tata Consultancy Services Ltd.1.71
Reliance Industries Ltd.1.52
Jorabat Shillong Expressway Ltd. 31/01/2030 8.30%1.42

Top Sectoral Holdings

Sector Name% Assets
Financial10.56
Automobile5.35
Construction4.66
Technology4.29
Healthcare3.99
FMCG2.68
Services2.19
Chemicals1.73
Energy1.68
Engineering0.88

Indicators

LabelValue
Standard Deviation5.44%
Sharpe Ratio0.63

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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