UTI Mutual Fund

UTI Equity Savings Fund Direct Plan Growth

₹ 18.67

NAV (Apr 04)

14.731%
5 Year CAGR
Scripbox Opinion
not-recommended
Top Ranked
These are the top-ranked funds within equity savings mutual funds.Equity Savings funds are primarily equity funds with a small exposure of minimum 10% to debt instruments.

These funds are close to equity funds in terms of market linked fluctuations.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class

Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

Downside Protection Measure

Good

The performance of the fund on a Downside Protection Measure metric has been Good

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Scheme Information

Investment Objective

The Scheme seeks to provide capital appreciation and income distribution to the investors using arbitrage opportunities, investment in equity / equity related instruments and debt / money market instruments.

Expense Ratio
0.6 %
Launched 6Y ago
2018-08-30
AUM in Crores
640.8
ISIN
INF789F1A777
Lock-in (days)
No Lock-in
Benchmark
CRISIL Equity Saving Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
4.7
Beta
0.7
Sharpe Ratio
0.9
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

Others

43.92%
43.92%

GOI

15.03%
15.033%

Infosys Ltd.

6.69%
6.691%

Others

6.46%
6.462%

Grasim Industries Ltd.

5.59%
5.593%
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Allocation by Sector

Financial

9.51%
9.506002%

Automobile

4.61%
4.606168%

Technology

3.31%
3.30589%

Energy

3.22%
3.2237%

Materials

2.23%
2.231505%
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Frequently Asked Questions

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