UTIular Savings (Hybrid, Hybrid Conservative Hybri)

Moderately High
15 yrs 1 monthsStarted on:16 Dec 2003
₹ 2521.25 Cras on: 17 Dec 2018
Medium Horizon
1.79%
Capital Growth and Income

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme seeks to invest predominantly in debt and money market instruments and part of the portfolio into equity/equity related securities with a view to generating income and aim for capital appreciation.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD2.96
1 Month1.42
1 YR3.47
2 YR7.60
3 YR8.13

SIP Returns

TenureReturns (CAGR)
1 YR2.99
2 YR5.01
3 YR6.58
5 YR8.04
10 YR9.3

Portfolio

Company Name% Assets
Vodafone Idea Ltd. 27/01/2022 8.04%5.8
Dewan Housing Finance Corpn. Ltd. 04/06/20213.82
GOI 15/12/2023 7.68%3.39
Bank Of Baroda 11/08/2022 8.65%2.84
Uttar Pradesh Power Corporation Ltd 15/02/2024 8.97%2.38
Reliance Retail Ltd. 20182.03
Green Infra Wind Energy Ltd. 04/08/2023 9.65%1.99
NRSS XXIX Transmission Ltd. 28/11/20281.98
Indiabulls Housing Finance Ltd. 17/06/2019 8.90%1.97
Shriram Transport Finance Co. Ltd. 12/07/2021 9.10%1.93

Top Sectoral Holdings

Sector Name% Assets
Financial7.79
Healthcare3.33
Technology2.99
Automobile1.82
Chemicals1.58
FMCG1.56
Services1.51
Engineering1.21
Construction0.94
Textiles0.8

Indicators

LabelValue
Standard Deviation4.39%
Beta0.82%
Sharpe Ratio0.34

Amandeep Singh Chopra,Ajay Tyagi

Mr. Chopra is a B.Sc. from St.Stephen's College and an MBA from FMS, Delhi.Mr Tyagi has done CFA Charterholder from The CFA Institute, USA and Masters in Finance from Delhi University.
He has been with associated with UTI AMC for over two decades. He has been working in equity research in UTI since 2000. He has also worked as Assistant Fund Manager in the Offshore Funds division.

Other Funds Managed by Amandeep Singh Chopra,Ajay Tyagi

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