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Prudential Technology Bluechip Fund
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NAV as of ( Sep 09, 2022 )
₹ 56.44 0.13 % 1-D Change
Returns
9.62% p.a.
You get upto 0.6% extra returns
ET Money's Fund Report Card - UTI Regular Savings Fund
ET Money Rank
14
Out of 28
Performance Quality
Very Good
Generated returns consistently
4/5
Increased returns for each unit of additional risk
3/5
Downside Protection
Good
Controlled losses during market corrections
3/5
Delivered returns without frequent ups and downs
2/5
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Monthly SIP
Monthly SIP is not available for this fund
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Lumpsum
Lumpsum is not available for this fund
₹
Minimum SIP amount is ₹
₹
Minimum Lumpsum amount is ₹
Fresh Investments closed in this fund!
This fund is no longer available to invest
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Scheme Details
| ET Money Rank | 14 Out of 28 |
| VRO Rating | |
| Expense ratio | 1.2% As on Jul 31, 2022 |
| Exit Load |
1.0%
|
| AUM (Fund Size) | ₹ 1,611 Crs |
| Lock-in | No Lockin |
| Age | 9 yrs 8 m Since Jan 01, 2013 |
| Benchmark | NIFTY 50 Hybrid Composite Debt 15:85 |
| Min. Investment |
SIP ₹ 500 & Lumpsum ₹ 5000 |
About UTI Regular Savings Fund
UTI Regular Savings Fund Direct-Growth is a Conservative Hybrid mutual fund scheme from
Uti Mutual Fund
. This fund has been in existence for 9 yrs 8 m, having been launched on 01/01/2013. UTI Regular Savings Fund Direct-Growth has ₹1,611 Crores worth of assets under management (AUM) as on 30/06/2022 and is medium-sized fund of its category. The fund has an expense ratio of 1.2%, which is higher than what most other
Conservative Hybrid
funds charge. Currently, the fund has a 24.94% allocation to equity and 64.43% to Debt.
.....
- UTI Regular Savings Fund Direct-Growth returns of last 1-year are 6.61%. Since launch, it has delivered 9.62% average annual returns. The fund has doubled the money invested in it every 9 yrs.
- UTI Regular Savings Fund Direct-Growth scheme's ability to deliver returns consistently is in-line with most funds of its category. Its ability to control losses in a falling market is average.
- The fund's equity portion is primarily invested in Financial, Automobile, Healthcare, Technology, Services sectors. It has taken less exposure in Financial, Automobile sectors compared to other funds in the category.
- The debt portion of the fund has moderate credit quality indicating the quality of borrowers it has lent it to is good.
- The fund's top 5 holdings are in GOI, Gujarat State, HDFC Bank Ltd., Cholamandalam Investment & Finance Co. Ltd., ICICI Bank Ltd..
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Investment Returns Calculator
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Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.
Latest Asset & Portfolio Allocation
as on Aug 31, 2022
Top Stock Holdings
Allocation by Market Cap
Large Cap 17.23%
Mid Cap 4.5%
Small Cap 3.21%
Other Cap 0%
Allocation by Sector
Financial 7.48%
Automobile 2.57%
Healthcare 2.44%
Technology 2.35%
Top Debt Holdings
GOI 4.62%
Gujarat State 4.06%
Cholamandalam Investment & Finance Co. Ltd. 2.21%
Reliance Jio Infratel Pvt. Ltd. 1.83%
Allocation by Credit Quality
SOV 37.85%
AAA 12.81%
Cash & Call Money 10.66%
AA+ 9.03%
Allocation by Instruments
GOI Securities 28.38%
Non Convertible Debenture 12.83%
Net Current Assets 10.66%
Debenture 7.16%
Other Holdings
Others 10.66%
Comparison with conservative hybrid Funds
as on Sep 12, 2022| Fund name | Annual Return % | Consistency | Value Research Rating |
|---|---|---|---|
| Kotak Multi Asset Allocator FoF - Dynamic | 14.8% | ||
| Kotak Debt Hybrid Fund | 9.8% | ||
| Canara Robeco Conservative Hybrid Fund | 8.95% | ||
| ICICI Prudential Regular Savings Fund | 8.92% | ||
| ICICI Prudential Income Optimizer Fund (FOF) | 8.48% | ||
| SBI Conservative Hybrid Fund | 8.39% | ||
| UTI Regular Savings Fund | 7.29% |
Trailing Returns and Ranks
as on Sep 12, 2022| Period | Trailing returns | Category average | Rank within category |
|---|---|---|---|
| 1 month | 1.31% | 1.23% | 13 / 32 |
| 3 months | 6.25% | 6.05% | 9 / 32 |
| 6 months | 3.73% | 3.74% | 14 / 32 |
| 1 year | 6.45% | 4.75% | 8 / 32 |
| 3 years | 10.12% | 9.46% | 12 / 28 |
| 5 years | 7.29% | 7.36% | 14 / 26 |
Riskometer
Level of Risk in the Scheme
Investors understand that their principal will be at Moderately High risk
UTI Regular Savings Fund
HYBRID CONSERVATIVE HYBRID
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.
- Std. Dev : 6.78
- Alpha : 1.43
- Beta : 0.85
- Sharpe : 0.92
- Sortino : 1.11
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Amandeep Singh Chopra
Mr. Chopra is a B.Sc. from St.Stephen's College and an MBA from FMS, Delhi.
He has been with UTI AMC since 1994 beginning with Investment Research and then moving into the area of Fund Management. Prior to this, he had an experience of 2 years of working with Aaina Exports Ltd and Stenay Ltd. He serves on the Executive Investment Committee (EIC), Valuation Committee and the Management Committee of UTI AMC Ltd. He is also a member of the Valuation Committee of the Association of Mutual Funds in India (AMFI).
-
Amit Kumar Premchandani
Mr. Premchandani is a Chartered Accountant, MBA and CFA degree holder.
Prior to joining UTI, he has worked in Deutsche Equities India, JP Morgan and Peerless General Finance and Investment. In UTI he has been associated with Dept. of Securities Research and Dept. of Fund Management for more than 11 years.
UTI Mutual Fund
TOTAL AUM:
₹2,24,279 Crs
As on Jun 30, 2022
- Phone: 0263 2296993
-
Address: 1st Floor, Signature, Office No.103
Valsad Dharampur Road
Mumbai, 396001
