UTI CCF Savings Plan (Hybrid, Hybrid Balanced Hybrid)

Moderately High
25 yrs 9 monthsStarted on:12 Jul 1993
₹ 3594.64 Cras on: 22 Mar 2019
Medium Horizon
1.84%
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)
YTD0.74
1 Month2.74
3 Month1.19
1 YR1.84
2 YR5.09
3 YR8.82

SIP Returns

TenureReturns (CAGR)
1 YR1
2 YR2.11
3 YR4.65
5 YR7.15
10 YR10.04

Portfolio

Company Name% Assets
Uttar Pradesh Power Corporation Ltd 15/02/2024 8.97%5.42
GOI 08/01/2028 7.17%3.52
Dewan Housing Finance Corpn. Ltd. 73-D 22/03/20193.46
Sikka Ports and Terminals Ltd. 28/10/2026 7.95%3.42
Uttar Pradesh Power Corporation Ltd 14/02/2025 8.97%2.95
HDFC Bank Ltd.2.89
Zydus Wellness Ltd. 16/01/2023 9.14%2.77
Dewan Housing Finance Corpn. Ltd. 04/06/20212.5
Indiabulls Housing Finance Ltd. 17/06/2019 8.90%2.09
State Bank of India 01/09/20562.08

Top Sectoral Holdings

Sector Name% Assets
Financial10.61
Automobile4.63
Construction4.52
Technology4.35
Healthcare3.25
FMCG2.41
Services2
Energy1.76
Chemicals1.12
Metals0.88

Indicators

LabelValue
Standard Deviation5.84%
Beta1.19%
Sharpe Ratio0.52

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.