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UTI Equity Fund Regular Plan Growth

Formerly UTI Equity Gr
Returns (5yrs)
3.63 %
Latest NAV
122.50

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  • Tenure
  • Returns %
  • Step Up %
Total Investment
Wealth Gained
Total Corpus Created
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Long Term Wealth
Inflation Beating Returns

Fund Information

as on 25th of May, 06:46 PM

The primary objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across the market capitalization spectrum. However,there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

Fund Managers

  • profile-pic
    Ajay Tyagi
  • expense-ratio
    Expense Ratio
    2.11
    benchmark
    Benchmark
    IISL Nifty 500 TR INR
  • Aum image
    AUM
    ₹ 9192.73 Crores
    ISIN
    ISIN
    INF789F01513
  • Category Risk:

    Moderately High risk

Holding Information

as on 25th of May, 06:46 PM

Top Holding

Hdfc Bank Ltd
6%
Bajaj Finance Ltd
6%
Housing Development Finance Corp Ltd
5%
Kotak Mahindra Bank Ltd
5%
Tata Consultancy Services Ltd
4%

Top Sectors

Financial Services
26%
Consumer Cyclical
16%
Healthcare
15%
Technology
13%
Basic Materials
7%

Allocation

Equity
97%
Others
0%
Debt
0%

Investment Return Calculator

as on 25th of May, 06:46 PM
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  • Savings Bank
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  • Mutual Fund(Equity)

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Transaction

as on 25th of May, 06:46 PM
Minimum SIP Amount
1000
Minimum Lumpsum Amount
5000
Lumpsum Multiple
100
SIP Multiple
100

About the Fund

UTI Equity Fund Regular Plan Growth is a Diversified EQUITY fund and has delivered an annualised return of 3.63% over a period of 5 years. The fund is managed by UTI Asset Management Company Ltd. The fund managers names are Ajay Tyagi. The primary objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across the market capitalization spectrum. However,there can be no assurance or guarantee that the investment objective of the scheme would be achieved. The fund charges 2.11000%. The minimum SIP amount for this is ₹1000. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.