UTI CCF Savings Plan (Hybrid, Hybrid Balanced Hybrid)

Moderately High
25 yrs 7 monthsStarted on:12 Jul 1993
₹ 3678.81 Cras on: 21 Jan 2019
Medium Horizon
1.90%
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 Month0.24
3 Month2.19
2 YR6.06
3 YR9.25

SIP Returns

TenureReturns (CAGR)
2 YR1.95
3 YR5.03
5 YR7.6
10 YR10.26

Portfolio

Company Name% Assets
GOI 08/01/2028 7.17%6.84
Yes Bank Ltd. 9.50%5.14
Sikka Ports and Terminals Ltd. 28/10/2026 7.95%3.42
HDFC Bank Ltd.2.88
Dewan Housing Finance Corpn. Ltd. 04/06/20212.6
State Bank of India 01/09/20562.05
Indiabulls Housing Finance Ltd. 17/06/2019 8.90%2.04
Reliance Retail Ltd. 20181.88
Vodafone Idea Ltd. 27/01/2022 8.04%1.87
Infosys Ltd.1.77

Top Sectoral Holdings

Sector Name% Assets
Financial10.49
Automobile4.93
Construction4.57
Technology3.93
Healthcare3.28
FMCG2.47
Services2.29
Energy1.59
Chemicals1.08
Metals0.82

Indicators

LabelValue
Standard Deviation6.35%
Beta1.22%
Sharpe Ratio0.27

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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