UTI-Mahila Unit Scheme (Hybrid, Debt-oriented)

Moderately High
16 yrs 11 monthsStarted on:07 Apr 2001
₹ 382.11 Cras on: 16 Feb 2018
Medium Horizon
2.54%
Capital Growth and Income

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment 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: Minimum 70% Maximum 100% Equity: Minimum 0%, Maximum 30%.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
3 Month0.01
1 YR8.06
2 YR11.15
3 YR7.27

SIP Returns

TenureReturns (CAGR)
1 YR4.2
2 YR7.64
3 YR7.91
5 YR9.56
10 YR9.2

Portfolio

Company Name% Assets
State Bank of India 06/09/2021 9.00%7.91
GOI 15/05/2027 6.79%7.43
GOI 17/09/2031 6.68%7.19
Axis Finance Ltd. 14/09/2027 8.08%6.36
Afcons Infrastructure Ltd. 23/02/2022 8.65%4.95
Reliance Utilities and Power Pvt. Ltd 26/04/2023 8.95%4.93
Bharat Aluminium Co. Ltd. 31/07/2020 7.90%4.12
Idea Cellular Ltd. 27/01/2022 8.04%3.86
Nirma Ltd. 9.50%3.83
Bajaj Finance Ltd.1.84

Top Sectoral Holdings

Sector Name% Assets
Financial9.1
Healthcare3.82
Technology2.71
Automobile2.55
FMCG1.76
Services1.71
Chemicals1.7
Engineering1.57
Cons Durable1.07
Textiles0.91

Indicators

LabelValue
Standard Deviation4.16%
Beta1.07%
Sharpe Ratio1.12

Amandeep Singh Chopra,Ajay Tyagi

Mr. Chopra is a B.Sc. from St.Stephen's College and an MBA from FMS, Delhi.Mr Tyagi has done CFA Charterholder from The CFA Institute, USA and Masters in Finance from Delhi University.
He has been with associated with UTI AMC for over two decades. He has been working in equity research in UTI since 2000. He has also worked as Assistant Fund Manager in the Offshore Funds division.

Other Funds Managed by Amandeep Singh Chopra,Ajay Tyagi

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