UTI-CCP Advantage Fund (Hybrid, Equity-oriented)

Moderately High
14 yrs 5 monthsStarted on:17 Feb 2004
₹ 250.69 Cras on: 20 Jun 2018
Medium Horizon
2.79%
Capital Growth and Income

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across the market capitalization spectrum.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
1 Month0.93
3 Month4.78
1 YR11.79
2 YR18.55
3 YR12.53

SIP Returns

TenureReturns (CAGR)
1 YR5.77
2 YR14.41
3 YR15.41
5 YR15.43
10 YR13.73

Portfolio

Company Name% Assets
Indusind Bank Ltd.4.63
HDFC Bank Ltd.3.84
Britannia Industries Ltd.3.78
L&T Finance Holdings Ltd.3.73
Reliance Industries Ltd.3.31
Avenue Supermarts Ltd.3.12
Infosys Ltd.3.07
ICICI Bank Ltd.3.02
Yes Bank Ltd.2.92
Sheela Foam Ltd.2.45

Top Sectoral Holdings

Sector Name% Assets
Financial30.7
FMCG8.95
Energy8.71
Construction6.54
Technology6.27
Automobile6.22
Services4.94
Engineering4.23
Metals3.31
Healthcare3.08

Indicators

LabelValue
Standard Deviation13.67%
Sharpe Ratio0.4

Kaushik Basu

Mr. Basu is a B.Com (H), CAIIB, ICWA and LLB degree.
He has been associated with UTI AMC for over a decade.

Other Funds Managed by Kaushik Basu

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    Crisil Ranking 2
  • Nav as on 20 Jun 18 23.71
    Returns since inception (CAGR) 7.46%
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