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

Low
14 yrs 6 monthsStarted on:10 Dec 2003
₹ 27565.95 Cras on: 22 May 2018
Short Term Horizon
0.16%
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)
YTD2.73
1 Month0.54
3 Month1.77
1 YR6.82
2 YR6.93
3 YR7.32

SIP Returns

TenureReturns (CAGR)
1 YR6.94
2 YR6.86
3 YR7.04
5 YR7.52
10 YR7.96

Portfolio

Company Name% Assets
National Thermal Power Corp. Ltd. 91-D 20/06/20185.36
Indiabulls Housing Finance Ltd. 90-D 11/06/20183.55
Shriram Transport Finance Co. Ltd. 90-D 30/05/20183.37
Housing Development Finance Corpn. Ltd. 91-D 24/07/20182.85
RBL Bank Ltd. 91-D2.81
Indusind Bank Ltd. 88-D2.81
Punjab National Bank 91-D2.72
National Bank For Agriculture & Rural Development 91-D 16/07/20182.5
India Infoline Finance Ltd. 89-D 28/05/20182.49
Godrej & Boyce Mfg. Co. Ltd. 60-D 08/06/20182.16

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation0.22%
Beta0.73%
Sharpe Ratio13.12

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

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