UTI Regular Savings Fund (Segregated - 17022020) - Direct Plan - Payout Inc Dist cum Cap Wdrl
Get the latest NAV of UTI Regular Savings Fund (Segregated - 17022020) - Direct Plan - Payout Inc Dist cum Cap Wdrl. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹4.01
▲294%1D
NAV as on 27 Jan 2022
96.96%/per year
Since Inception
▲▼
UTI Regular Savings Fund (Segregated - 17022020) - Direct Plan - Payout Inc Dist cum Cap Wdrl Performance vs. Bond Index
Fund returns vs Benchmark returns vs Category Average returns as on (27-Jan-22)
The fund has outperformed the benchmark (Bond Index) over 1Y, but underperformed over 3Y, 5Y.
Peer comparison
UTI Regular Savings Fund (Segregated - 17022020) - Direct Plan - Payout Inc Dist cum Cap Wdrl Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
UTI Regular Savings Fund (Segregated - 17022020) - Direct Plan - Payout Inc Dist cum Cap Wdrl Asset Allocation
See fund asset allocation details as on (14-Mar-26)
Fund Distribution
as on (14-Mar-26)
UTI Regular Savings Fund (Segregated - 17022020) - Direct Plan - Payout Inc Dist cum Cap Wdrl Sector Allocation
See fund sector allocation details as on (14-Mar-26)
Sector Allocation
UTI Regular Savings Fund (Segregated - 17022020) - Direct Plan - Payout Inc Dist cum Cap Wdrl Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.03% |
Benchmark | CRISIL Short Term Debt Hyb 75+25 TR INR |
| AUM | ₹46 Cr |
| Inception Date | 9 March, 2020 |
| Min Lumpsum/SIP | --/-- |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 0% |
| Risk |   High Risk |
About UTI Regular Savings Fund (Segregated - 17022020) - Direct Plan - Payout Inc Dist cum Cap Wdrl
UTI Regular Savings Fund (Segregated - 17022020) - Direct Plan - Payout Inc Dist cum Cap Wdrl is a debt fund. This fund was started on 9 March, 2020. The fund is managed by Amandeep Chopra, Amit Premchandani. This fund is suitable to keep your money safe.
Key Parameters
- UTI Regular Savings Fund (Segregated - 17022020) - Direct Plan - Payout Inc Dist cum Cap Wdrl has ₹46 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 0.
Returns
UTI Regular Savings Fund (Segregated - 17022020) - Direct Plan - Payout Inc Dist cum Cap Wdrl has given a CAGR return of 96.96% since inception. Over the last 1 year the fund has given a CAGR return of 339.02%.
Holdings
UTI Regular Savings Fund (Segregated - 17022020) - Direct Plan - Payout Inc Dist cum Cap Wdrl has allocated its funds majorly in Cash Equivalent. Its top holdings are Vodafone Idea Limited
Taxation
As it is a other bond mutual fund the taxation is as follows:If the fund is debt oriented i.e. asset allocation of more than 65% in debt instruments:Invested before 1 April 2023 and held for less than 24 months, STCG will be taxed at your income slab rate.Invested before 1 April 2023 and held for more than 24 months, LTCG will be taxed at 12.5%.Invested after 1 April 2023, capital gains will be taxed at your income slab rate.Dividends will always be taxed at slab rate.
Investment objective of UTI Regular Savings Fund (Segregated - 17022020) - Direct Plan - Payout Inc Dist cum Cap Wdrl
The primary objective of the scheme is 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. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 0.00 and for SIP is INR 0.00. UTI Regular Savings Fund (Segregated - 17022020) - Direct Plan - Payout Inc Dist cum Cap Wdrl has no lock in period.
Fund Manager
Amandeep Chopra
Fund Manager of UTI Regular Savings Fund (Segregated - 17022020) - Direct Plan - Payout Inc Dist cum Cap Wdrl, since 9 March 2020
Amit Premchandani
Fund Manager of UTI Regular Savings Fund (Segregated - 17022020) - Direct Plan - Payout Inc Dist cum Cap Wdrl, since 1 January 2022
- AUM of the fund stands at 46.4 Cr as of Feb'26
- AUM has remained same between Feb'26 and Jan'26
Frequently Asked Questions for UTI Regular Savings Fund (Segregated - 17022020) - Direct Plan - Payout Inc Dist cum Cap Wdrl
How do I invest in UTI Regular Savings Fund (Segregated - 17022020) - Direct Plan - Payout Inc Dist cum Cap Wdrl?
- Download the INDmoney app.
- Search for ‘UTI Regular Savings Fund (Segregated - 17022020) - Direct Plan - Payout Inc Dist cum Cap Wdrl’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.