UTI Regular Savings Fund – Regular Plan – AUM, NAV, Returns & more

UTI Regular Savings Fund is an Open-ended, large-cap category fund launched by UTI Asset Management Company Private Ltd. The fund manager name is Amandeep Singh Chopra. The risk in this fund is below average but the returns are above average. In this article, we will do a detailed analysis of the UTI Regular Savings Fund, we will dig deep into its AUM, NAV, Returns & more.

UTI Regular Savings Fund


UTI Regular Savings Fund Ranking

Crisil MF Rank 4/5

Background of UTI Regular Savings Fund

Name of Fund UTI Regular Savings Fund-Regular Plan
Type of Fund ( Open / Close) Open-ended
Category of Fund Hybrid: Conservative Hybrid
Fund Manager Amandeep Singh Chopra

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  1. Invest in Mutual FundOpen Demat Account


UTI Regular Savings Fund Performance

Risk Grade Below Average
Return Grade Above Average
NAV (as on current Date) Rs. 40.22 as on Dec 14, 2018
Net Asset (as on current date) Rs. 2521.2 crore as on Nov 30, 2018

UTI Regular Savings Fund Portfolio Characteristics

Total Stock/Securities 0
Total Bonds
Avg Market Cap (in cr)
Portfolio P/B Ratio
Portfolio P/E Ratio
3Y Earning Growth (%)
Average Maturity 3.51
Avg 52 Week High 5.66
Avg 52 Week Low 3.32
Average Credit Rating AAA

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UTI Regular Savings Fund Composition

Equity
Debt
Cash
Debentures 25.59%
Bonds 15.78%
NON Convertibles 12.10%
Zero Coupons 9.75%
Bonds (short term) 5.02%
Repo 2.03%

UTI Regular Savings Fund Risk Analysis

Standard Deviation 4.39
Sharpe Ratio 0.34
Beta
R Square
Alpha

UTI Regular Savings Fund NAV – Yearly

2018 40.22
2017 39.11
2016 34.75
2015 31.91
2014 29.79
52 Week High (NAV) 41.05
52 Week Low (NAV) 38.53

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UTI Regular Savings Fund Returns – Yearly

2018 2.840%
2017 12.530%
2016 8.920%
2015 7.100%
2014 21.090%

UTI Regular Savings Fund AUM

2018 2616
2017 1157
2016 859
2015 613
2014 475

UTI Regular Savings Fund Expense Ratio

2018
2017 1.700%
2016 1.970%
2015 1.850%
2014 2.070%

UTI Regular Savings Fund Quarterly Returns

2018 Q1 0.180%
2018 Q2 138.000%
2018 Q3 0.050%
2018 Q4
2017 Q1 4.560%
2017 Q2 2.460%
2017 Q3 2.910%
2017 Q4 2.060%
2016 Q1 1.100%
2016 Q2 3.760%
2016 Q3 4.280%
2016 Q4 -0.440%
2015 Q1 3.800%
2015 Q2 0.160%
2015 Q3 2.390%
2015 Q4 0.610%
2014 Q1 3.640%
2014 Q2 7.730%
2014 Q3 3.550%
2014 Q4 4.730%

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UTI Regular Savings Fund Weightage by Sector

1 SOV (6.28%)
2 AAA (20.38%)
3 A1+ (0)
4 AA (30.85%)
5 A and Below (1.89%)
6 Term Deposit (0.17%)
7 Bill Rediscounting (0%)
8 Cash Equivalent (15.78%)
9 Unrated / Others (0)

UTI Regular Savings Fund Weightage by Securities Holding

1 Vodafone Idea
2 Dewan Housing Fin. Corpn.
3 GOI 7.68% 2023-12-15
4 Bank of Baroda
5 Uttar Pradesh Power
6 Reliance Retail Ltd.
7 Green Infra Wind Energy
8 NRSS XXIX Transmission
9 Indiabulls Housing Finance (1.97%)
10  Shriram (1.93%)

UTI Regular Savings Fund Investment Information

AMC UTI Asset Management Company Ltd
Registrar Karvy Fintech Pvt Ltd.
Minimum Investment 5000
Minimum SIP Investment 500
Exit Load For units in excess of 10% of the investment,1% will be charged for redemption within
365 days

Conclusion

The scheme seeks 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.


Invest in UTI Regular Savings Fund– Fill up the Form Below

Fill Your Details Here
  1. Invest in Mutual FundOpen Demat Account


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