UTI-Liquid Cash Plan- Institutional (Debt, Liquid)

Low
14 yrs 8 monthsStarted on:10 Dec 2003
₹ 31611.17 Cras on: 17 Jul 2018
Short Term Horizon
0.17%
Income Generation

Minimum Investment

  • ₹ 500.00 for Lumpsum

Investment Objective

The scheme seeks to generate steady and reasonable income, with low risk and high level of liquidity from a portfolio of debt & money market instruments.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD3.91
1 Month0.62
3 Month1.78
1 YR6.97
2 YR6.92
3 YR7.29

SIP Returns

TenureReturns (CAGR)
1 YR7.2
2 YR6.98
3 YR7.08
5 YR7.49
10 YR7.96

Portfolio

Company Name% Assets
Indusind Bank Ltd. 91-D3.8
Housing Development Finance Corpn. Ltd. 91-D 24/07/20183.01
Shriram Transport Finance Co. Ltd. 91-D 20/09/20182.96
Shriram Transport Finance Co. Ltd. 90-D 28/08/20182.81
Reserve Bank of India 91-D 06/09/20182.34
National Bank For Agriculture & Rural Development 89-D 01/08/20182.15
Indus Towers Ltd. 83-D 19/09/20181.87
RBL Bank Ltd. 91-D1.58
IDFC Bank Ltd. 18/07/20181.58
Axis Bank Ltd. 28/08/20181.56

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation0.21%
Beta0.75%
Sharpe Ratio2.9

Amandeep Singh Chopra,Amit Sharma

Mr. Chopra is a B.Sc. from St.Stephen's College and an MBA from FMS, Delhi.
He has been with associated with UTI AMC for over two decades.

Other Funds Managed by Amandeep Singh Chopra,Amit Sharma

  • Nav as on 17 Jul 18 2468.42
    Returns since inception (CAGR) 6.38%
    Value Research NA
    Crisil Ranking NA
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