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UTI Smart Woman Savings Plan Direct Plan

To invest in a portfolio of equity/equity related securities and debt and money market instrument with a view to generate reasonable income with moderate capital appreciation. The asset allocation will be Debt

Suitability

This product is suitable for investors who are seeking

• Reasonable income with moderate capital appreciation over a long-term horizon

• Investment in equity instrument (maximum-30%) and debt/ money market instrumentsModerately High Level

Fund Info

Scheme Class	Hybrid
Scheme Category	Debt-oriented Aggressive
Expense Ratio	2.02%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 192
AMC AUM (in Crs.)	₹ 1,59,694
Min Addition Subscription	₹ 1,000

Benchmark Type

Crisil Debt Hybrid (75:25)

Exit Load

Exit load of 0.75% if redeemed less than 1 year

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Tata Retirement Savings Conservative Fund - Direct Plan	1000	1000	9.13%
ICICI Prudential Regular Savings Fund - Direct Plan	500	500	10.59%
Sundaram Conservative Hybrid Fund - Direct Plan	500	500	8.9%

Top 10 Holdings

Company	Holding Type	Asset(%)

Fund Manager

UTI Mutual Fund

AUM₹1,59,694 Cr

About

UTI Mutual Fund was carved out of the erstwhile Unit Trust of India as a SEBI registered mutual fund from February 2003. The Unit Trust of India Act 1963 was repealed, paving way for the bifurcation of UTI into – Specified Undertaking of Unit Trust of India; and UTI Mutual Fund.##UTI AMC, India most trusted Wealth creators and always has the interest of its investors in its heart. The AMC has completed 50 years as India leading Financial service institution and was a sole vehicle of capital market investment for Indian Citizens till the early 90’s. The institution has shown great resilience and has grown from strength to strength overcoming economic turbulence and global turnarounds. This AMC has contributed immensely to industrial and capital growth in the Indian market. It has led transformative initiatives like developmental financial institutions, rural outreach programs and financial products and services.

pms_care@uti.co.in

Phone

1800 26 61230

Address

PMS Division, UTI - Tower, Gn Block, Bandra Kurla Complex, Mumbai- 400051, Mumbai - 400051

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m