UTI-Monthly Income Scheme (Hybrid, Debt-oriented)

Moderate
15 yrs 10 monthsStarted on:11 Oct 2002
₹ 251 Cras on: 02 May 2018
Medium Horizon
1.01%
Capital Growth and Income

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

An open-ended debt oriented fund investing a minimum of 90% in Debt and G-sec and a maximum of 15% in equity instruments. The fund aims to distribute income periodically best suited to the investors who are looking for regular income with relatively low level of risk appetite. Also suitable to meet the requirements of corporate and institutional investors with surplus funds.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD0.24
3 Month0.45
1 YR5.45
2 YR8.47
3 YR7.46

SIP Returns

TenureReturns (CAGR)
1 YR2.42
2 YR5.45
3 YR6.92
5 YR8.12
10 YR8.58

Portfolio

Company Name% Assets
Afcons Infrastructure Ltd. 23/02/2022 8.65%9.93
Bank Of Baroda 11/08/2022 8.65%9.83
Idea Cellular Ltd. 27/01/2022 8.04%9.73
Reliance Utilities and Power Pvt. Ltd 26/04/2023 8.95%8.18
GOI 17/09/2031 6.68%7.36
GOI 15/12/2023 7.68%6.07
Cholamandalam Investment & Finance Co. Ltd. 18/06/2027 8.78%5.92
Yes Bank Ltd. 30/09/2026 8.00%5.08
Edelweiss Asset Reconstruction Company Ltd. 14/06/2019 10.75%4.02
HDFC Bank Ltd.1.99

Top Sectoral Holdings

Sector Name% Assets
Financial5.05
Construction2.24
Energy1.96
Automobile1.52
Technology0.91
Healthcare0.85
FMCG0.7
Metals0.35
Communication0.18

Indicators

LabelValue
Standard Deviation3.39%
Sharpe Ratio0.88

Amandeep Singh Chopra,V Srivatsa

Mr. Chopra is a B.Sc. from St.Stephen's College and an MBA from FMS, Delhi.Mr. Srivatsa is a B.Com (H), Chartered Accountant, CWA. and PGDM from IIM Indore.
He has been with associated with UTI AMC for over two decades. Prior to joining UTI in 2002 he has worked with Ford, Rhodes Parks & Co., Chartered Accountants and Madras Cements Ltd.

Other Funds Managed by Amandeep Singh Chopra,V Srivatsa

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