Jama - UTI - Regular Savings Fund.


UTI - Regular Savings Fund.


NAV : 36.2635
AUM : ₹1,757 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
0.03%0.24%0.16%5.96%8.98%8.02%NA



NAV History



Expense Ratio Trends


Fund Details

The Fund takes exposure in a blend of debt and equity instruments. Exposure to high quality debt instruments help generate stable income while the equity exposure help to generate capital appreciation
NAV36.2635
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP₹1,500
Expense Ratio0.0%
Exit Load : -


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 1 year₹1,05,963₹1,05,447₹515
After 3 years₹1,26,024₹1,24,092₹1,932
After 20 years₹4,67,405₹4,21,667₹45,738

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


START SIP    



Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


INVEST NOW

Returns assumed : 8.02% Past 3 yr Data




Fund Objective:
The investment objective of the Scheme is to generate regular income through investments in fixed income securities and capital appreciation / dividend income through investment of a portion of net assets of the scheme in equity and equity related instruments so as to endeavour to make periodic income distribution to Unit holders. Income may be generated through Coupon payments, amortization of discount on debt instruments, receipt of dividends or the purchase and sale of securities in the underlying portfolio. Under normal market conditions investment will be made in fixed income securities, money market instruments, cash and cash equivalents while at the same time maintaining a limited exposure to equity markets. The Scheme will endeavor to enhance overall returns through appropriate investments upto a maximum of 25% of Net Assets into equity and equity related instruments. However there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee/ indicate any returns.
Fund Manager:
Mr. Amandeep Singh Chopra, Mr. Ajay Tyagi