UTI - Regular Savings Fund - Regular Plan - Growth Option

4
Conservative NAV 52.5407 0.08 06 October, 2022
UTI - Regular Savings Fund - Regular Plan - Growth Option was previously known as

UTI MIS - Advantage Plan (G)

Fund Details

Category Conservative
Fund Type Open Ended
Investment Plan Growth
Launch Date 16 December, 2003
Benchmark CRISIL Hybrid 75+25 Conservative Index
Asset Size(Cr) 1611.17 (As on 31-08-2022)
Turn over 93.00%
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Expense Ratio 1.8% (As on 31-07-2022)
Fund Manager Amandeep Singh Chopra, Amit Kumar Premchandani

Investment Returns (As on 06 Oct, 2022)

Duration Returns Benchmark Category
1 W 0.69% -1.21% -1.17%
1 M -0.44% -0.66% -0.7%
3 M 3.4% 2.06% 2.94%
6 M 0.76% -0.4% 2.62%
1 Y 1.69% 1.91% 3.44%
2 Y 12.28% 3.09% 9.97%
3 Y 8.94% 4.99% 8.06%
5 Y 6.4% 5.26% 6.07%

Risk Mesasures (As on 06 Oct, 2022)

Std Dev Sharpe Beta Alpha
Fund 4.09 0.83 0.82 0.85
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 28 Feb, 2022)

Assets Allocation

Sector Holdings
Others 19.71%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
UTI - Regular Savings Fund - Regular Plan - Growth Option 1.69% 8.94% 6.4%
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan 4.44% 9.59% 6.01%
Axis Regular Saver Fund - Regular Plan - Growth Option 0.74% 8.76% 6.19%
DSP Regular Savings Fund- Regular Plan - Growth 0.66% 7.01% 4.21%
Nippon India Hybrid Bond Fund-Growth Plan 4.31% 1.67% 2.2%

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