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uti regular savings fund (segregated - 17022020) - direct plan - growth option
UTI Regular Savings Fund (Segregated - 17022020) - Direct Plan - Growth Option

UTI Regular Savings Fund (Segregated - 17022020) - Direct Plan - Growth Option

  • High Risk
  • Fixed Income
  • Other Bond
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NAV as on Jan 27, 2022
i
Price per unit of the scheme.
₹ 4.0800294.01%1 Day Change
297.23%
Minimum Investment₹5000
Expense Ratio--

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
*Morningstar Rating Methodologyi
i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

FUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

FUND COMPARISON

1M3M6M1Y3Y5Y
This Fund
UTI Regular Savings Fund (Segregated - 17022020) - Direct Plan - Growth Option
VS
Fixed Income: Other Bond Average NAV
    Topper in Fixed Income: Other Bond
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    RETURN CALCULATOR

    Check the return on your investment in the fund
    UTI Regular Savings Fund (Segregated - 17022020) - Direct Plan - Growth Option
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      ₹0
    • Return
      ₹0
    • Current Value
      ₹0

    FUND SUMMARY

    Benchmark
    CRISIL Short Term Debt Hyb 75+25 TR INR
    Expense Ratio
    -%
    Category Avg Expense Ratio
    0.20%
    Minimum Investment (Lumpsum/SIP)
    ₹ 5000 /₹ 1500
    Lock In (Years)
    No Lock-in
    Fund Size
    ₹ 46.38 Cr(As on Jan, 2022)
    Inception Date
    Mar 09, 2020
    Turnover
    - %
    Exit Load
    Redemption / Switch out within 12 months from the date of allotment – upto 10% of the allotted Units – NIL, beyond 10% of the allotted Units - 1.00 %. Redemption / Switch out after 12 months from the date of allotment – NIL

    ABOUT THE 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.

    UTI Regular Savings Fund (Segregated - 17022020) - Direct Plan - Growth Option is an Fixed Income - Other Bond fund. The fund was launched inMar 09, 2020. Its risk level is . The NAV of the fund as onJan 27, 2022 is ₹4.08. Its expense ratio is - %. The fund has an AUM of ₹46.38 Cr.The fund is managed byAmandeep Chopra,Amit Premchandani.
    The minimum initial investment is  ₹5000 in Lumpsum mode.

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    FUND MANAGER

    Amandeep Chopra
    Amandeep Chopra
    i
    Lead Fund Manager.
    Mar 9, 2020 - Present
    • Fund Manager Rank--Out of 0
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed2
    • Total AUM₹ 63.16 Cr
    • Highest Return In 1 Yr338.99 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    UTI Bond Fund (Segregated - 17022020) - Direct Plan - Growth Option
    --
    ₹ 7.35
    296.85%
    -%
    Moderate Risk
    ₹16.78Cr
    UTI Regular Savings Fund (Segregated - 17022020) - Direct Plan - Growth Option
    --
    ₹ 4.08
    297.23%
    -%
    High Risk
    ₹46.38Cr
    UTI Bond Fund (Segregated - 17022020) - Direct Plan - Growth Option
    Moderate Risk--
    • NAV₹ 7.35
    • Fund Size₹16.78Cr
    Fund Return296.85%
    Category Return--
    UTI Regular Savings Fund (Segregated - 17022020) - Direct Plan - Growth Option
    High Risk--
    • NAV₹ 4.08
    • Fund Size₹46.38Cr
    Fund Return297.23%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Amit Premchandani
    Amit Premchandani
    i
    Lead Fund Manager.
    Jan 1, 2022 - Present
    • Schemes managed6
    • Total AUM₹ 19,383.32 Cr
    • Highest Return In 1 Yr338.99 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    UTI-Dividend Yield Fund -Growth-Direct
    ₹ 191.90
    0.81%
    0.65%
    Very High Risk
    ₹3,697.48Cr
    UTI Regular Savings Fund (Segregated - 17022020) - Direct Plan - Growth Option
    --
    ₹ 4.08
    297.23%
    -%
    High Risk
    ₹46.38Cr
    UTI Regular Savings Fund-Growth-Direct
    ₹ 77.33
    1.08%
    0.71%
    High Risk
    ₹1,641.13Cr
    UTI-Dividend Yield Fund -Growth-Direct
    Very High Risk
    • NAV₹ 191.90
    • Fund Size₹3,697.48Cr
    Fund Return0.81%
    Category Return0.65%
    UTI Regular Savings Fund (Segregated - 17022020) - Direct Plan - Growth Option
    High Risk--
    • NAV₹ 4.08
    • Fund Size₹46.38Cr
    Fund Return297.23%
    Category Return--
    UTI Regular Savings Fund-Growth-Direct
    High Risk
    • NAV₹ 77.33
    • Fund Size₹1,641.13Cr
    Fund Return1.08%
    Category Return0.71%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    DETAILED PORTFOLIO

    As on Jan, 2022
    EQUITY (-%)
    DEBT (-%)
    CASH (100.00%)
    Allocation by Market Cap

    No Data For Allocation

    Industry Holdings
    No Data For Allocation
    Stock Holdings
    No Data For Allocation

    PERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
      ----
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
      ----
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
      ----
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
      ----
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
      ----
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
      ----

    HISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      --
      This Fund
      VS
      --
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      --
      This Fund
      VS
      --
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      --
      This Fund
      VS
      --
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      --
      This Fund
      VS
      --
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      --
      This Fund
      VS
      --
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      --
      This Fund
      VS
      --
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    PEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    TOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    ABOUT THE AMC

    company icon
    UTI Asset Management Co Ltd
    UTI Asset Management Co Ltd manages assets worth ₹ 3,62,007.02 crores. It’s current offering of mutual fund schemes includes 34 equity, 37 debt and 7 hybrid schemes.
    phone icon
    Phone
    +91-22-6678 6666
    mail icon
    Email
    pms_care@uti.co.in
    aum
    AUM
    ₹ 3,62,007.02 Cr (
    As on May 31, 2026
    )
    location
    Address
    PMS Division, UTI - Tower, “Gn” Block, Bandra Kurla Complex, Mumbai- 400051 Mumbai,400051

    FAQs

    What is the category of UTI Regular Savings Fund (Segregated - 17022020) - Direct Plan - Growth Option ?
    The category of UTI Regular Savings Fund (Segregated - 17022020) - Direct Plan - Growth Option is Fixed Income - Other Bond
    What is the current NAV of UTI Regular Savings Fund (Segregated - 17022020) - Direct Plan - Growth Option ?
    The current NAV of UTI Regular Savings Fund (Segregated - 17022020) - Direct Plan - Growth Option as on Jan 27, 2022 is ₹4.08
    How safe is UTI Regular Savings Fund (Segregated - 17022020) - Direct Plan - Growth Option ?
    The risk level of UTI Regular Savings Fund (Segregated - 17022020) - Direct Plan - Growth Option is High.
    What are short term returns given by UTI Regular Savings Fund (Segregated - 17022020) - Direct Plan - Growth Option ?
    The return given by UTI Regular Savings Fund (Segregated - 17022020) - Direct Plan - Growth Option in 1 month is 297.23%, 3 months is 304.24%, 6 months is 315.31%, and 1 year is 338.99%
    What are the long term returns given by UTI Regular Savings Fund (Segregated - 17022020) - Direct Plan - Growth Option ?
    The return given by UTI Regular Savings Fund (Segregated - 17022020) - Direct Plan - Growth Option in 3 years is -- and 5 years is --.
    What is the expense ratio of UTI Regular Savings Fund (Segregated - 17022020) - Direct Plan - Growth Option ?
    The expense ratio of UTI Regular Savings Fund (Segregated - 17022020) - Direct Plan - Growth Option is --
    What is the AUM of UTI Regular Savings Fund (Segregated - 17022020) - Direct Plan - Growth Option ?
    The assets under Management (AUM) of UTI Regular Savings Fund (Segregated - 17022020) - Direct Plan - Growth Option is Rs 46.38 crores.
    What is the minimum investment in UTI Regular Savings Fund (Segregated - 17022020) - Direct Plan - Growth Option ?
    The minimum Lumpsum investment in UTI Regular Savings Fund (Segregated - 17022020) - Direct Plan - Growth Option is ₹5,000.00 and the minimum SIP investment in UTI Regular Savings Fund (Segregated - 17022020) - Direct Plan - Growth Option is ₹1,500.00
    What is the asset allocation of UTI Regular Savings Fund (Segregated - 17022020) - Direct Plan - Growth Option?
    UTI Regular Savings Fund (Segregated - 17022020) - Direct Plan - Growth Option has an exposure of 100.00% in Cash & Money Market Securities

    CALCULATORS

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