UTI CCF Savings Plan Fund (Hybrid, Hybrid Balanced Hybrid)

Moderately High
26 yrs 2 monthsStarted on:12 Jul 1993
₹ 3520.87 Cras on: 19 Aug 2019
Medium Horizon
1.80%
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)
2 YR0.64
3 YR3.98

SIP Returns

TenureReturns (CAGR)
3 YR0.36
5 YR4.1
10 YR8.54

Portfolio

Company Name% Assets
GOI 14/01/2029 7.26%6.04
Uttar Pradesh Power Corporation Ltd 15/02/2024 8.97%5.59
Sikka Ports and Terminals Ltd. 28/10/2026 7.95%3.67
HDFC Bank Ltd.3.2
Housing Development Finance Corpn. Ltd. 27/03/2029 8.55%2.95
Zydus Wellness Ltd. 16/01/2023 9.14%2.86
John Deere Financial India Pvt. Ltd. 25/09/2020 9.30%2.85
State Bank of India 01/09/20562.65
Yes Bank Ltd. 9.50%2.45
Shriram Housing Finance Ltd. 19/09/2019 8.97%2.27

Top Sectoral Holdings

Sector Name% Assets
Financial11.14
Technology4.36
Automobile3.91
Construction3.87
FMCG3.31
Healthcare3.13
Services1.96
Energy1.57
Chemicals1.29
Cons Durable1.23

Indicators

LabelValue
Standard Deviation5.54%
Beta0.97%

Amandeep Singh Chopra,Swati Anil Kulkarni

Mr. Chopra is a B.Sc. from St.Stephen's College and an MBA from FMS, Delhi.Mrs. Kulkarni is a B.Com (H), MBA (Finance). from Narsee Monjee Institute of Management Studies, Mumbai, CFA and a CAIIB.
He has been with associated with UTI AMC for over two decades. Prior to joining UTI Mutual Fund in 2004 she has worked with Reliance Industries Ltd.