- Mutual Funds
- UTI Mutual Fund
- UTI Equity Savings Fund (G)
UTI Equity Savings Fund (G)
₹ 17.6
NAV (Apr 04)
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
Scheme Information
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 | 1.65 % |
Launched 6Y ago | 2018-08-30 |
AUM in Crores | 640.8 |
ISIN | INF789F1A744 |
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 | 0.8 |
Asset allocation and Holdings
Top Stock Holdings
Others
43.92%GOI
15.03%Infosys Ltd.
6.69%Others
6.46%Grasim Industries Ltd.
5.59%
Allocation by Sector
Financial
9.51%Automobile
4.61%Technology
3.31%Energy
3.22%Materials
2.23%
Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 52,257 cr | ||
₹ 3,236 cr | ||
₹ 11,696 cr | ||
₹ 22,130 cr | ||
₹ 5,511 cr |
UTI Equity Savings Fund (G) Review
UTI Equity Savings Fund (G) is a Equity Savings Hybrid fund and has delivered an annualised return of 8.95% over 6 years. The fund has grown over a period of 6 years. The fund is managed by UTI Mutual Fund. The fund managers are Deepesh Agarwal, Sunil Madhukar Patil, V Srivatsa.
Nav of UTI Equity Savings Fund (G) as of 4/4/2025 is ₹17.60 with the total AUM as of 4/7/2025 is ₹640.83. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Equity Savings Fund (G) was launched on 2018-08-30. The category risk of the fund is Moderate.
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.