UTI-Equity Savings Fund
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Min SIP
5,000
Min Lumpsum
0.7 %
Expense Ratio
Rating
267
Fund Size (in Cr)
5 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 3 yrs
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Invested Amount--
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Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 11.8% | 14.4% | - | 9% | ||||
| Category Average | 13.5% | 24.3% | 13.7% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Infosys
H D F C
Grasim Inds
Reliance Industr
ICICI Bank
Others
Advance Ratio
0.47
Alpha
1.61
SD
0.34
Beta
0.7
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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- 422
-
10.4%Fund Size - 422
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16.4%Fund Size - 422
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10.7%Fund Size - 422
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- Hybrid .
- Equity Savings .
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- 140
-
10.7%Fund Size - 140
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16.4%Fund Size - 140
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8.6%Fund Size - 140
-
- Hybrid .
- Equity Savings .
-
- 2,568
-
10%Fund Size - 2,568
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15.2%Fund Size - 2,568
-
9.3%Fund Size - 2,568
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- Hybrid .
- Equity Savings .
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- 2,171
-
10.9%Fund Size - 2,171
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13.2%Fund Size - 2,171
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9.5%Fund Size - 2,171
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- Hybrid .
- Equity Savings .
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- 253
-
10.5%Fund Size - 253
-
11.9%Fund Size - 253
-
9.3%Fund Size - 253
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
How to invest in UTI-Equity Savings Fund ?
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"
What is the NAV of UTI-Equity Savings Fund ?
The NAV of UTI-Equity Savings Fund is ₹15.1 as of 02 June 2023.
How to redeem UTI-Equity Savings Fund 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?
The top stock holdings of UTI-Equity Savings Fund are
- Infosys - 6.36%
- H D F C - 6.21%
- Grasim Inds - 5.78%
- Reliance Industr - 5.19%
- ICICI Bank - 4.05%
How much returns have UTI-Equity Savings Fund generated ?
The UTI-Equity Savings Fund has delivered 9% since inception
What is the expense ratio of UTI-Equity Savings Fund ?
The expense ratio of UTI-Equity Savings Fund is 0.7 % as of 02 June 2023.
What is the AUM of UTI-Equity Savings Fund?
The AUM of UTI-Equity Savings Fund is ₹2,23,841 Cr as of 02 June 2023
What are the top sectors UTI-Equity Savings Fund has invested in??
The top sectors UTI-Equity Savings Fund has invested in are
- Infosys - 6.36%
- H D F C - 6.21%
- Grasim Inds - 5.78%
- Reliance Industr - 5.19%
- ICICI Bank - 4.05%