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UTI Savings Sgtd-17022020 Reg Fl DP

1–3 yearsInvestment Horizon
HNI,MATarget Segments

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Risk Profile

Risk Profile

Standard Deviation24.7%
Sharpe Ratio-0.69

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Portfolio Holdings Overview

Portfolio Holdings Overview

SectoralAllocation
Financial Services100%
Top Stock Holdings

Top Stock Holdings

CompanySectorAllocation
Vodafone Idea LimitedUtilities89.98%
Net Current AssetsUtilities10.02%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Fund Manager Track Record

AP

Amit Premchandani

Mr. Amit Premchandani has experience of 21 years. Manages 38 funds at UTI Asset Management Co Ltd with an AUM of approximately ₹3,762 Cr Holds a PGDM degree.

Team

54 years

Combined Team Experience

AUM

₹ 3,762 Cr

Assets Under Management

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

iconRegulatory & Tax Information

INF789F1AQK2
verified
ISIN
DailyDealing Frequency

Capital Gain Tax | Taxed as per Income Tax Slab

Tax Implications (India)
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