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UTI - CCP Advantage Fund

Rating (source: Value Research)

NAV as on 18/08/2017 for

Rs. 34.640-0.1208 (0.35%)
SMS: LNF to 5676756to get scheme details and NAV
  • Overview

  • Performance

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    Portfolio
Investment Objective

Investment Objective / Asset Allocation : Equity and Equity related Instruments, Minimum - 70% Maximum - 100%, Risk Profile High, Debt & Money Market Instruments including securitised Debt* 0% Maximum - 30%,Risk Profile Low to Medium.*Investment in securitised Debt will notnormally exceed 20% of the net assets of the scheme

Investment Information
Fund type
Hybrid Equity Orient
Date of Inception
30/01/2008
Investment Plan
Income Retail
Fund size (Rs.Cr)
192.12 (as of 31st Jul 2017 )
Number of investors
27099 (as of 31st Jul 2017 )
Min. Investment
5000
Last Dividend
N.A.
Bonus
N.A.
Options Available

Growth option Dividend option Scholarship Option

(SIP, SWP)

Fund Managers
Fund Manager 

Mr. Kaushik Basu

Kausik Basu is Executive Vice President & Fund Manager – Equity at UTI AMC Ltd.

Know More
Portfolio (as of Mar 2017)

Sectoral Breakdown
(% as compared to Benchmark)

Market Capitalisation (%)

Large Mid Small
72.00 23.00 5.00

View complete asset allocation

This product is suitable for investors who are seeking*:

  • Long term capital appreciation
  • Investment in equity instruments (above 70%) and debt instruments
  • Moderately High Level

* Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Scenario 1:
Mr.Singh has invested Rs.1,00,000 in this fund since December 2000. See how his funds have performed over time.

Scenario 2:
Mr.Singh has invested Rs.1,00,000 in this fund since December 2000. See how his funds have performed over time.

Sectoral Breakdown (as of 30th Jun 2017)
Asset Allocation (as of 31st Mar 2017)

Market Capitalisation (%)

Large Mid Small
72.00 23.00 5.00
Detailed Portfolio
Equity % to NAV
Fund Manager - Biography
Fund Manager

Mr. Kaushik Basu

Kausik Basu is Executive Vice President & Fund Manager – Equity at UTI AMC Ltd. He is also responsible for equity research for the Metal & Cement Sector. He is a B.Com graduate from Kolkata (Calcutta) University and holds a graduate degree in law (LLB) from Kolkata (Calcutta) University. He has also completed CS (Int) and CAIIB – Part I. He is also a Member of Cost and Works Accountant of India. Kausik has an overall experience of 26 years including 12 years in the domestic Equity Capital markets. He in his earlier days has worked in the areas of Accounts and Money Market of erstwhile Unit Trust of India. He has worked as Equity Dealer for UTI and UTI AMC for 4 years. He has worked as Assistant Fund Manager for Equity Schemes like UTI- Opportunity Funds, UTI- Wealth Builder Funds, etc as well as the Senior Research Analyst covering sectors like Metal, Cement and Retail.

Download Fund Documents
Minimum Investment Amount Rs. 5000/
Exit load (as % of NAV) as per Period of Holding 1 yr : 4%
Greater than or equal to 1yr & less than 3 yrs : 3%
Greater than or equal to 3yrs & less than 5 yrs : 1%
Greater than or equal to 5 yrs : Nil
Nil
Entry Load Nil Nil
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Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

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