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
The performance of the fund on a Fund Size metric has been Satisfactory
The fund has been a Category Leader on the Outperformance Consistency metric
NAV (Sep 29)
6 Month CAGR
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.
Launched (5y ago)
Aug 30, 2018
AUM in Crores
Crisil Equity Savings Index TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|UTI Equity Savings Fund (Growth)||9,12,156||1,79,544||9%|
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 before investing. Past performance is not an indicator of future returns.
cash offset for derivatives34.3%
7.38% govt stock 20278.9%
net current assets7.3%
future on infosys ltd5.2%
|Fund Name||Fund Size||Rolling Returns|
₹ 9,394 cr
₹ 25,274 cr
₹ 1,335 cr
₹ 978 cr
₹ 3,302 cr
UTI Asset Management Company Ltd
|Fund Name||Scripbox Opinion||Till Date CAGR|
UTI Equity Savings Fund (G) is a Equity Savings Hybrid fund and has delivered an annualised return of 8.6% over a period of 5 years. The fund is managed by UTI Asset Management Co Ltd. The fund managers are Sunil Patil, V Srivatsa.
Nav of UTI Equity Savings Fund (G) as of 9/29/2023 is ₹15.24 with the total AUM as of 9/30/2023 is ₹283.319. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Equity Savings Fund (G) was launched on Aug 30, 2018. The category risk of the fund is Moderate Risk.
The minimum SIP amount for UTI Equity Savings Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
What is UTI Equity Savings Fund (G)?
How to invest in UTI Equity Savings Fund (G)?
You can invest in UTI Equity Savings Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of UTI Equity Savings Fund (G)?
The minimum sip amount for UTI Equity Savings Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is UTI Equity Savings Fund (G) good to invest in?
As per Scripbox experts, UTI Equity Savings Fund (G) is a Top Ranked fund. You can investUTI Equity Savings Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the UTI Equity Savings Fund (G)?
The expense ratio of the UTI Equity Savings Fund (G) is 1.5% for regular plan.