UTI Smart Woman Savings Plan - Direct Plan

Scheme Type
Open-ended
Scheme Category
Debt-oriented Aggressive
Benchmark Type
Crisil Debt Hybrid (75:25)
Scheme AUM (in Crs.)
₹ 192.32
Expense Ratio
2.02%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 165946
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
38.4113
(0.21 %)
NAV as on 2018-05-02
Returns
Fund
UTI Smart Woman Savings Plan - Direct Plan
1 Year
3.19%
3 Year
7.91%
5 Year
10.49%
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
Exit load of 0.75% if redeemed less than 1 year
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
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
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,056
Portfolio Value
56
Total Returns