Monthly Amount Invested
Duration
Yr
-
Would Have Become--
-
Invested Value--
-
Total Gain--
-
Returns-- per annum
| ₹- | ₹5,000 | 0.68 % | 4★ | ₹260 | 4 Years |
|---|---|---|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio | Rating | Fund Size (in Cr) | Fund Age |
| ₹- | ₹5,000 | 0.68 % |
|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio |
| 4★ | ₹260 Cr | 4 Years |
| Rating | Fund Size | Fund Age |
Scheme 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.
Scheme Performance
| 1 Year | 1Y | 3 Years | 3Y | 5 Years | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 6.3% | 10.8% | - | 8.6% | ||||
| Category Average | 3.9% | 14.6% | 11.9% | - |
Scheme Allocation
Holding
Sector
Asset
Infosys
H D F C
Grasim Inds
Reliance Industr
ICICI Bank
Others
Fund House Details
UTI-Equity Savings Fund
Fund Manager
V Srivatsa
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 |
|---|
Advance Ratio
| 0.01 | 0.41 | 0.34 | 0.04 |
| Alpha | SD | Beta | Sharpe |
Risk-O-Meter
Other Funds from the same Fund House
-
-
Hybrid | Conservative Hybrid Mutual Funds11.2%14.5%14.0%1Y3Y5Y
-
-
-
Hybrid | Dynamic Asset Allocation or Balanced Advantage-0.6%8.4%5.9%1Y3Y5Y
AMC Contact Details
UTI Mutual Fund
AUM:
2,23,841 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
You can invest in UTI-Equity Savings Fund 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 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"
The UTI-Equity Savings Fund has delivered 8.6% since inception
The NAV of UTI-Equity Savings Fund is ₹14.4 as of 30 January 2023.
The expense ratio of UTI-Equity Savings Fund is 0.68 % as of 30 January 2023.
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”.
