Click here for top ranked funds in equity savings mutual funds.
However, Scripbox does not recommend investing in 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
No single fund can achieve what a plan can. Learn why
Scheme Information
Investment 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.
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.
UTI Asset Management Co Ltd manages assets worth 160,568 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 59 equity,485 debt and 34 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Sub-asset Class View
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
About UTI Equity Savings Fund (G)
About UTI Equity Savings Fund (G)
UTI Equity Savings Fund (G) is a equity savings hybrid fund and has delivered an annualised return of 8.0% over a period of 3 years ..The fund is managed by UTI Asset Management Co Ltd.The fund managers are Sunil Patil, V Srivatsa
UTI Equity Savings Fund (G) Investment 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. However, there is no assurance that the objective of the scheme will be realized.
UTI Equity Savings Fund (G) NAV,AUM,Risk
The UTI Equity Savings Fund (G) fund was launched on Aug 30, 2018. The NAV (Net Asset Value) of this equity savings hybrid as of 2021-07-30 is ₹ 12.5198. The total AUM (Asset Under Management) of the fund as of 2021-08-02 is ₹ 255.607. The category risk of the UTI Equity Savings Fund (G) fund is Moderate Risk.
The fund charges 1.53 % as expense ratio.
UTI Equity Savings Fund (G) Holdings
The fund’s highest allocation is towards equity and has invested 66.3% in this asset class. The top three holdings of the fund are 5.63% govt stock 2026,power finance corporation limited and ntpc limited
UTI Equity Savings Fund (G) SIP
The minimum SIP (Systematic Investment Plan) amount for this 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.
UTI Equity Savings Fund (G) Investment volatility and Horizon
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Crisil Equity Savings Index TR INR
UTI Equity Savings Fund (G) Review
UTI Equity Savings Fund (G) has a score of 2 on a scale of 5. The fund scores 2 out of 5 based on historical performance. As compared to the other funds in its category, UTI Equity Savings Fund (G) has a score of 2 out of 5.
Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.
