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

Moderately High
14 yrs 3 monthsStarted on:17 Feb 2004
₹ 230.23 Cras on: 20 Apr 2018
Medium Horizon
2.87%
Capital Growth and Income

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

Investment can be made in the name of the children upto the age of 15 years so as to provide them, after They attain the age of 18 years, a means to receive scholarship to meet the cost of higher education and /or to help them in setting up a profession, practice or business or enabling them to set up a home or finance the cost of other social obligation.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
1 Month4.56
1 YR16.38
2 YR20.14
3 YR11.39

SIP Returns

TenureReturns (CAGR)
1 YR10.09
2 YR17.64
3 YR16.52
5 YR16.44
10 YR14.01

Portfolio

Company Name% Assets
HDFC Bank Ltd.6.55
Indusind Bank Ltd.4.14
L&T Finance Holdings Ltd.3.76
Britannia Industries Ltd.3.45
Reliance Industries Ltd.3.45
ICICI Bank Ltd.3.2
Infosys Ltd.3.07
Avenue Supermarts Ltd.2.87
Sheela Foam Ltd.2.7
Shree Cement Ltd.2.33

Top Sectoral Holdings

Sector Name% Assets
Financial32.29
Energy9.25
FMCG8.44
Construction7.92
Automobile6.67
Technology6.21
Engineering4.86
Services4.66
Metals3.43
Cons Durable2.74

Indicators

LabelValue
Standard Deviation13.61%
Beta0.96%
Sharpe Ratio0.42

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

  • Nav as on 20 Apr 18 68.04
    Returns since inception (CAGR) 11.15%
    Value Research
    Crisil Ranking 2
  • Nav as on 20 Apr 18 23.51
    Returns since inception (CAGR) 7.49%
    Value Research
    Crisil Ranking NA
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