UTI-Equity Savings Fund – Direct Growth
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Min SIP
5,000
Min Lumpsum
0.69 %
Expense Ratio
Rating
283
Fund Size (in Cr)
5 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
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Invested Amount--
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Wealth Gained--
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Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 14.7% | 14.6% | 10% | 9.6% | ||||
| Category Average | 18.2% | 21.6% | 13.9% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
6.36
Alpha
1.58
SD
0.36
Beta
2.35
Sharpe
Exit Load
| Exit Load | Redemption / Switch out within 12 months from the date of allotment - (i) upto 10% of the allotted units - Nil. (ii) beyond 10% of the allotted units 1.00% Redemption / Switch out after 12 months from the date of allotment - Nil |
|---|
Fund Objective
The investment objective of the Scheme is to provide capital appreciation and income distribution to the investors using arbitrage opportunities, investment in equity / equity related instruments and debt / money market instruments. However, there is no assurance or guarantee that the investment objective of the Scheme would be achieved.
Fund Managers
V Srivatsa
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
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- Hybrid .
- Equity Savings .
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- 83
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9.5%Fund Size - 83
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9.9%Fund Size - 83
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8%Fund Size - 83
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- Hybrid .
- Equity Savings .
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- 587
-
15.3%Fund Size - 587
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16.6%Fund Size - 587
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12%Fund Size - 587
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- Hybrid .
- Equity Savings .
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- 2,978
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12.6%Fund Size - 2,978
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15.4%Fund Size - 2,978
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10%Fund Size - 2,978
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- Hybrid .
- Equity Savings .
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- 155
-
13.7%Fund Size - 155
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14.6%Fund Size - 155
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9.8%Fund Size - 155
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- Hybrid .
- Equity Savings .
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- 2,935
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13.7%Fund Size - 2,935
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12.6%Fund Size - 2,935
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10.2%Fund Size - 2,935
AMC Contact Details
UTI Mutual Fund
AUM:
2,48,191 Cr
Address:
UTI Towers, Gn Block,
Bandra Kurla Complex,
Bandra (East), Mumbai 400 051
Contact:
66786666
Email ID:
service@uti.co.in
Frequently Asked Questions
How to invest in UTI-Equity Savings Fund – Direct Growth ?
You can invest in UTI-Equity Savings Fund – Direct Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for UTI-Equity Savings Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of UTI-Equity Savings Fund – Direct Growth ?
The NAV of UTI-Equity Savings Fund – Direct Growth is ₹15.9 as of 29 September 2023.
How to redeem UTI-Equity Savings Fund – Direct Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What are the top stock holdings of UTI-Equity Savings Fund – Direct Growth?
The top stock holdings of UTI-Equity Savings Fund – Direct Growth are
- Infosys - 8.24%
- Grasim Inds - 5.14%
- Kotak Mah. Bank - 4.74%
- HDFC Bank - 4.05%
- ICICI Bank - 4%
How can I redeem my investments in UTI-Equity Savings Fund – Direct Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select UTI-Equity Savings Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select UTI-Equity Savings Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
How much returns have UTI-Equity Savings Fund – Direct Growth generated ?
The UTI-Equity Savings Fund – Direct Growth has delivered 9.6% since inception
What is the expense ratio of UTI-Equity Savings Fund – Direct Growth ?
The expense ratio of UTI-Equity Savings Fund – Direct Growth is 0.69 % as of 29 September 2023.
What is the AUM of UTI-Equity Savings Fund – Direct Growth?
The AUM of UTI-Equity Savings Fund – Direct Growth is ₹2,48,191 Cr as of 29 September 2023
What are the top sectors UTI-Equity Savings Fund – Direct Growth has invested in?
The top sectors UTI-Equity Savings Fund – Direct Growth has invested in are
- Debt - 26.62%
- Banks - 17.05%
- IT-Software - 10.62%
- Automobiles - 6.61%
- Cash & Others - 5.83%
Can I make investments in both the SIP and Lump Sum schemes of UTI-Equity Savings Fund – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of UTI-Equity Savings Fund – Direct Growth based on your investment objective and risk tolerance.