UTI Regular Savings Fund - Regular Plan - Flexi IDCW

4
Conservative NAV 37.4723 0.21 27 May, 2022
UTI Regular Savings Fund - Regular Plan - Flexi IDCW was previously known as

UTI REGULAR SAVINGS FUND - FLEXI DIVIDEND PLAN- PAYOUT

Fund Details

Category Conservative
Fund Type
Investment Plan Dividend
Launch Date 16 December, 2003
Benchmark CRISIL Short Term Debt Hybrid 75+25 Fund
Asset Size(Cr) 1612.21 (As on 31-03-2022)
Turn over 79.00%
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 1.82% (As on 31-03-2022)
Fund Manager Amandeep Singh Chopra,Amit Kumar Premchandani

Investment Returns (As on 27 May, 2022)

Duration Returns Benchmark Category
1 W 0.66% 0.65% -0.13%
1 M -1.97% -1.01% 1.74%
3 M -1.41% 3.03% 2.09%
6 M -5.06% 1.98% 1.63%
1 Y 0.88% 2.7% 9.74%
2 Y 16.07% 3.88% 13.18%
3 Y 1.11% 7.45% 7.85%
5 Y 1.89% 5.85% 6.52%

Risk Mesasures (As on 27 May, 2022)

Std Dev Sharpe Beta Alpha
Fund 3.99 1.76 4.2 0.1
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 - Flexi IDCW 0.88% 1.11% 1.89%
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan 6.56% 8.24% 6.2%
DSP Regular Savings Fund- Regular Plan - Growth 2.2% 6.39% 4.46%
Axis Regular Saver Fund - Regular Plan - Growth Option 3.18% 6.21% 6.26%
Nippon India Hybrid Bond Fund-Growth Plan 5.63% 0.78% 2.31%

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