Overview (as on 30 Sep 2020)

NAV

₹38.9174

1y returns

3.402%

Fund AUM

₹334 Cr

Expense Ratio

1.75%

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Financial Services
27.96%
Consumer
16.23%
Tech
13.67%
Defensive
7.97%
Utilities
7.54%
Health
7.20%
Basic Materials
6.40%
Industrials
5.16%
Communication
3.71%
Energy
2.41%
Real Estate
1.76%
Size Breakup
Large Cap
62.06%
Mid Cap
32.90%
Small Cap
5.04%

Key Metrics

Yield to Maturity 

NA

Modified Duration 

NA

Sharpe Ratio 

0.2

Std deviation 

18.67%

Top 10 Holdings

Fund Details

Investment Objectives
The primary objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across the market capitalization spectrum. However, there is no assurance or guarantee that the investment objective of the Scheme would be achieved.
Scheme Name
UTI CCF- Investment Plan - Growth- Direct
Scheme Document
Exit Load

For 0 - 1 Years: 4%

For 1 - 3 Years: 3%

For 3 - 5 Years: 1%

After 5 Years : 0%

Plan Started
01 January, 2013
Fund Manager
Vetri Subramaniam
Fund House Details
Fund House
UTI Asset Management Company Ltd
Email
NA
Phone
NA
Address
PMS Division, UTI - Tower, “Gn” Block, Bandra Kurla Complex, Mumbai- 400051

Other Related Plans

Peer Funds

UTI CCF- Investment Plan - Growth- Direct

NAV

₹38.9174

INDmoney Analysis

    success

    Fund is in Top 30 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Indicative yields
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Market sensitivity
    Credit risk
    Underlying maturity

    Based on credit rating and modified duration of underlying instruments

Fund Managers

Vetri Subramaniam
Vetri Subramaniam

Manager

Qualifications
B. Com., PGDM
Work Experience
Dec 16, 2008 - till date Religare Asset Management Company Ltd. June 9, 2008 - Dec 15, 2008 Head - Equity - Religare AEGON Asset Management Company Pvt. Ltd. Nov 2007 - May 2008 CIO - Motilal Oswal Securities Ltd. Aug 2003 - Oct. 2007 Partner - Capris Investment Management Sept 2001 - Aug 2003 Head - Equity Funds - Kotak Mahindra Asset Management Company Ltd. Apr 1999 - Aug 2001 Chief Investment Advisor - SSKI Investor Services Ltd (Sharekhan.com)
Vishal Chopda
Vishal Chopda

Manager

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