Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
UTI - Regular Savings Fund - Regular Plan - Growth Option -4.52 14.39 15.44 8.90 8.02 9.58
Crisil 10 Yr Gilt Index N/A N/A N/A N/A N/A N/A
NIFTY 50 Hybrid Composite Debt 15:85 Index N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
UTI - Regular Savings Fund - Regular Plan - Growth Option Dec 16, 2003 Unrated 15.44 8.90 8.02 1.80 1,653.35
SBI DEBT HYBRID FUND - REGULAR PLAN - GROWTH Mar 23, 2001 15.88 12.18 8.35 1.10 4,368.52
ICICI Prudential Regular Savings Fund - Plan - Growth Mar 30, 2004 10.97 10.37 9.38 1.73 3,384.32
HDFC Hybrid Debt Fund - Growth Dec 26, 2003 15.68 10.48 7.72 1.86 2,675.90
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan May 22, 2004 15.84 9.64 7.64 1.98 1,310.22
Kotak Debt Hybrid - Growth Dec 02, 2003 15.32 13.10 9.39 1.90 1,159.69

Fund Holdings as on 31-October-2021

  • NET CURRENT ASSETS

  • GSEC RESERVE BANK OF INDIAMATURING 07/10/2029

  • GSEC RESERVE BANK OF INDIAMATURING 14/01/2029

  • GSEC RESERVE BANK OF INDIAMATURING 22/09/2033

  • GSEC RESERVE BANK OF INDIAMATURING 15/02/2022

  • NCD FOOD CORPORATION OF INDIA

  • GSEC RESERVE BANK OF INDIAMATURING 12/04/2026

  • GSEC RESERVE BANK OF INDIAMATURING 12/07/2031

  • GSEC RESERVE BANK OF INDIAMATURING 24/06/2025

  • GSEC RESERVE BANK OF INDIAMATURING 16/09/2034

  • NCD BANK OF BARODA

  • NCD CHOLAMANDALAM INVESTMENT & FINANCE COMPANY LTD

  • EQ HDFC BANK LTD.

  • NCD YES BANK LTD.

  • EQ BAJAJ FINANCE LTD.

  • NCD NATIONAL BANK FOR AGRICULTURE & RURAL DEVELOPMENT

  • NCD REC LTD

  • EQ LARSEN & TOUBRO INFOTECH LTD

  • NCD UNION BANK OF INDIA

  • NCDR SHRIRAM TRANSPORT FINANCE CO.LTD.

  • NCD TATA MOTORS FINANCE LTD.

  • NCD HDFC LTD.

  • NCD HINDUSTAN PETROLEUM CORPORATION LTD.

  • NCD POWER FINANCE CORPORATION LTD.

  • NCD INDIA GRID TRUST

  • GSEC RESERVE BANK OF INDIAMATURING 15/06/2025

  • NCD JAMNAGAR UTILITIES & POWER PVT LTD.

  • GSEC RESERVE BANK OF INDIAMATURING 15/12/2035

  • GSEC RESERVE BANK OF INDIAMATURING 03/08/2030

  • NCD INDIAN HOTELS COMPANY LTD.

  • EQ INFOSYS LTD.

  • EQ HDFC LTD.

  • EQ KOTAK MAHINDRA BANK LTD.

  • NCD PIRAMAL CAPITAL & HOUSING FINANCE LTD

  • NCD HDFC LTD.

  • EQ MINDTREE LTD.

  • EQ TATA CONSULTANCY SERVICES LTD.

  • NCD REC LTD

  • EQ AVENUE SUPERMARTS LTD.

  • NCD L & T FINANCE LTD.

  • EQ INFO-EDGE (INDIA) LTD.

  • PTC FIRST BUSINESS RECEIVABLE TRUST

  • PTC FIRST BUSINESS RECEIVABLE TRUST

  • EQ MARUTI SUZUKI INDIA LTD.

  • GSEC RESERVE BANK OF INDIAMATURING 20/09/2022

  • NCD LIC HOUSING FINANCE LTD.

  • EQ MOTHERSON SUMI SYSTEM LTD.

  • NCD CANARA BANK

  • EQ AU SMALL FINANCE BANK LTD

  • EQ SHREE CEMENT LTD.

  • EQ DIVIS LABORATORIES LTD.

  • EQ TITAN COMPANY LTD.

  • EQ JUBILANT FOOD WORKS LTD

  • EQ CROMPTON GREAVES CONSUMER ELECTRICALS LTD.

  • EQ HAVELLS INDIA LTD.

  • EQ MARICO LTD.

  • EQ BHARTI AIRTEL LTD.

  • EQ PIDILITE INDUSTRIES LTD.

  • EQ BERGER PAINTS INDIA LTD.

  • EQ PAGE INDUSTRIES LTD

  • EQ NESTLE INDIA LTD.

  • EQ AJANTA PHARMA LIMITED

  • EQ DABUR INDIA LTD.

  • EQ CADILA HEALTHCARE LTD.

  • EQ TORRENT PHARMACEUTICALS LTD.

  • NCD ECL FINANCE LTD.

  • EQ EICHER MOTORS LTD

  • EQ P I INDUSTRIES LTD.

  • EQ SUN PHARMACEUTICALS INDUSTRIES LTD.

  • EQ DR. LAL PATHLABS LTD.

  • EQ INDIAMART INTERMESH LTD

  • EQ ICICI BANK LTD

  • NCD INDIABULLS HOUSING FINANCE LTD.

  • EQ IPCA LABORATORIES LTD.

  • EQ INDUS IND BANK LTD.

  • EQ ENDURANCE TECHNOLOGIES LTD.

  • EQ ASTRAL LTD.

  • EQ LA OPALA RG LTD.

  • EQ CERA SANITARYWARE LTD.

  • EQ ERIS LIFESCIENCES LTD

  • EQ METROPOLIS HEALTHCARE LTD

  • EQ SYNGENE INTERNATIONAL LTD.

  • NCD JAMNAGAR UTILITIES & POWER PVT LTD.

  • EQ 3M INDIA LTD.

  • GSEC RESERVE BANK OF INDIAMATURING 08/01/2028

  • EQ RELAXO FOOTWEARS LTD

  • CLEARING CORPORATION OF INDIA LTD. STD - 91 DaysMargin deposit

  • EQ GRINDWELL NORTON LTD.

  • EQ TATA STEEL LTD.

  • EQ TELEPHONE CABLES LTD.

  • EQ FILAMENTS INDIA LIMITED

  • EQ GEEKAY EXIM (INDIA) LTD.

  • EQ DAMANIA CAPITAL MARKETS LTD.

  • EQ MODERN DENIM LTD.

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  • Miscellaneous

  • IT - Software

  • Bank - Private

  • Pharmaceuticals & Drugs

  • Finance - NBFC

  • Finance - Housing

  • Consumer Food

  • Retailing

  • BPO/ITeS

  • Auto Ancillary

  • Automobiles - Passenger Cars

  • Cement & Construction Materials

  • Diamond & Jewellery

  • Consumer Durables - Domestic Appliances

  • Electric Equipment

  • Telecommunication - Service Provider

  • Paints

  • Chemicals

  • Textile

  • Household & Personal Products

  • Hospital & Healthcare Services

  • Automobile Two & Three Wheelers

  • Pesticides & Agrochemicals

  • e-Commerce

  • Plastic Products

  • Glass

  • Ceramics/Marble/Granite/Sanitaryware

  • Diversified

  • Footwear

  • Abrasives

  • Steel & Iron Products

  • Trading

  • Cable

  • Finance - Stock Broking

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Fund Manager

  • Education:BSc, MBA
  • Experience:21 Years
  • Basic Details:Mr. Chopra has been with UTI AMC since 1994 and has been responsible for increasing the asset value in some of the select funds. He has achieved CPR1 and CPR2 ranking for several funds as a Fund Manager. Three of his funds namely UTI Liquid Cash Plan, UTI liquid Cash Plan-Institutional and UTI Bond Fund has been awarded CNBC TV-18 Crisil Mutual Award. Presently, he is functioning as the Head of Fixed Income.
  • Funds Managed:
  • UTI Bond Fund
  • UTI Liquid Cash Plan
  • UTI Liquid Cash Plan
  • UTI Regular Savings Fund
  • CARE-AA

  • CARE-BBB

  • Cash

  • CRISIL-AA

  • CRISIL-AA+

  • CRISIL-AA-

  • CRISIL-AAA

  • CRISIL-AAA(CE)

  • Deposits

  • Equity

  • FITCH-AA+

  • FITCH-AAA(SO)

  • ICRA-A+

  • ICRA-AA

  • ICRA-AA+

  • ICRA-AAA

  • SOV

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About UTI Regular Savings Fund

Scheme Analysis

UTI Regular Savings Fund is a Hybrid - Conservative Hybrid Fund fund and belongs to UTI Mutual Fund. It was launched on 16-Dec-2003 and currently has an AUM of ₹1,653.35 crore. UTI Regular Savings Fund is benchmarked against Crisil 10 Yr Gilt Index as primary index and NIFTY 50 Hybrid Composite Debt 15:85 Index as secondary index.

The NAV of UTI Regular Savings Fund ended down ₹-0.11(-0.22%)yesterday to ₹51.7563.

Among its top 3 holdings the fund has exposure to NET CURRENT ASSETS, and

The UTI Regular Savings Fund is managed by Amandeep Singh Chopra and Ajay Tyagi.

Fund House Contact

UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East) Mumbai - 400 051

+91 (22) 66786666
service@uti.co.in
+91 (22) 66786503,56786578
www.utimf.com