UTI Regular Savings Fund Segregated 17022020

UTI Regular Savings Fund Segregated 17022020 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.

1. UTI Regular Savings Fund Segregated 17022020 has ₹46 Cr worth of assets under management (AUM) as on Dec 1969 and is less than category average.
2. The fund has an expense ratio 0.
   

UTI Regular Savings Fund Segregated 17022020 has given a CAGR return of 96.95% since inception. Over the last 1 year the fund has given a CAGR return of 338.99%.

UTI Regular Savings Fund Segregated 17022020 has allocated its funds majorly in Cash Equivalent. Its top holdings are Vodafone Idea Limited

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.

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 for lump sum payment is INR 0.00 and for SIP is INR 0.00. UTI Regular Savings Fund Segregated 17022020 has no lock in period.