Fund Facts
Fund Overview
Scheme Riskometer



Fund Performance
Period | Fund Performance Vs Benchmark (CAGR) | Growth for Rs 10,000 /- | ||||
NAV (%) | NAV (Rs) |
"Different plans have a different expense structure. The performance details provided herein are of Regular plan." * CAGR - Compounded annualized Growth Rate
"Different plans have a different expense structure. The performance details provided herein are of Regular plan." * CAGR - Compounded annualized Growth Rate
Portfolio
Fund | Benchmark | Net |
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Name | Weight(%) |
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Fund Managers
What are Liquid Cash Plan?
UTI Liquid Cash Plan is an open ended liquid fund investing in debt and money market instruments with maturity of up to 91 days.
Should I invest in UTI Liquid Cash Plan?
• Aims to generate reasonable income with high quality low risk portfolio
• The scheme provides an alternate avenue to park surplus funds lying
idle in savings/ current accounts
How to Invest in UTI Liquid Cash Plan?
Investors can simply log on to utimf.com or use UTI Mutual Fund Application and start investing subject to KYC compliance. Investors may also approach nearest UTI Financial Centers (UFCs). Alternatively, you may also approach your mutual fund distributor, financial advisor or various online platform for investments.
How are Liquid Cash Plan taxed?
UTI Liquid Cash Plan will attract capital gains tax if the redemption value is
more than the purchase price. The gains can either be short term or long term
in nature.
If you hold units for 3 years or less, the gains made are subject to
Short-Term Capital Gains Tax and are taxed as per your income slab. If you
hold the units for more than three years, the gains are subject to Long-Term
Capital Gains Tax which is taxed at 20% and you would get the benefit of
indexation (available to debt funds). Indexation accounts for the effect of
inflation in the acquisition purchase cost i.e. the purchase price is
increased to adjust for inflation (using an index provided by the Government)
before calculating the capital gain. Thus, it reduces the overall tax
liability.
What are the benefits of investing in UTI Liquid Cash Plan?
• UTI Liquid Cash Plan is highly liquid in nature as investments are made in
securities having a maturity of upto 91 days
•The fund is positioned as low-risk, low-volatility fund which aims at
offering reasonable returns to investors looking to park short term surplus