UTI Regular Savings Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Debt-oriented Conservative
Benchmark Type
Crisil MIP Blended Index
Scheme AUM (in Crs.)
₹ 1208.67
Expense Ratio
0.93%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 165946
Min Subscription
₹ 25000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
41.233
(0.02 %)
NAV as on 2018-11-16
Returns
Fund
UTI Regular Savings Fund - Direct Plan
1 Year
3.25%
3 Year
8.61%
5 Year
11.28%
AMC Details
amc launch date
Launch Date
01 Feb 2003
amc sponsor
Sponsor
NA
amc email
Email
service@uti.co.in
amc phone
Phone
022 - 66786666
amc address
Address
UTI Towers, Gn Block, Bandra Kurla Complex, Bandra East, Mumbai 400051
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
For more than 10% of investments 1% will be charged if redeemed within 12 months
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
Endeavors to make periodic income distribution to unit holders through investments in fixed income securities and equity & equity related instruments.
Suitability
This product is suitable for investors who are seeking
• Long-term capital appreciation and regular income over medium-term
• Investment in equity instruments (maximum-25%) and fixed income securities (debt and money market securities)Moderately High Level
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,057
Portfolio Value
57
Total Returns