UTI Equity Savings Fund (G)
Scheme Information
2019-11-14
| Asset Management Company (AMC) | UTI Asset Management Company Private Limited |
| Asset Class Type | Hybrid |
| Inception Date | Aug 30, 2018 |
| Benchmark | Crisil Equity Savings Index |
| 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. |
| Fund Manager | V. Srivatsa |
| AUM (In Crores) | 267.20 |
| Allocation |
Debt: 11.1229% Others: 17.5097% Equity: 71.3674% |
| Exit Load | Nil upto 10% of units and 1% for remaining units on or before 12 months |
| Minimum Investment Amount |
First Investment:
5000
|
| Expense Ratio | 1.53 |
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 (link provided) before taking any Investment action based on this information.
Recommended Funds
Equity: Mirae Asset Large Cap Fund (G) • HDFC Top 100 Fund (G) • Kotak Standard Multicap Fund (G) • Parag Parikh Long Term Equity Fund (G)
Tax Saver Plan:
DSP Tax Saver Fund (G) •
Motilal Oswal Long Term Equity Fund (G)
Emergency Fund:
Axis Liquid Fund (G) •
Tata Liquid Fund (G)