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  • UTI Mutual Fund
  • UTI Equity Savings Fund (Growth)
UTI Mutual Fund

UTI Equity Savings Fund (Growth)

HybridEquity Savings

13.8864

NAV (Feb 01)

NA
Scripbox Opinion
Neutral
Click here for top ranked funds in equity savings mutual funds.

Equity savings funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.

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

Outperformance Consistency

Good

The performance of the fund on a Outperformance Consistency metric has been Good

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

13.8864

NAV (Feb 1)

Fund Returns

Last 1Y

4.9%

Last 3Y

10%

Last 5Y

NA

Last 10Y

NA

Since Inception

7.6%

6 Month CAGR

4%

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.

Expense Ratio

1.51

Launched (5y ago)

Aug 30, 2018

AUM in Crores

260.512

ISIN

INF789F1A744

Lock-in

No Lock-in

Benchmark

Crisil Equity Savings Index TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

8.1

Standard Deviation (5yr)

0

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0.707

Sharpe Ratio (5yr)

0

YTM

6.93

Fund Managers

V Srivatsa

Fund Manager

Sunil Patil

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
UTI Equity Savings Fund (Growth)70%NaN NaN%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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.

Asset allocation and Holdings

Last updated on 2023-02-01

Top Stock Holdings

7.38% govt stock 2027

11.6%
11.6%

7.26% govt stock 2032

9.6%
9.6%

infosys ltd

7.8%
7.8%

housing development finance corp ltd

6.4%
6.4%

grasim industries ltd

6%
6%
See all holdings

Allocation by Sector

financial services

23.7%
23.7%

basic materials

11.1%
11.1%

technology

10.5%
10.5%

energy

5.8%
5.8%

consumer defensive

3.7%
3.7%
See all sectors

Compare UTI Equity Savings Fund (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 21,281 cr

₹ 2,750 cr

₹ 422 cr

₹ 3,294 cr

₹ 949 cr

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 188,364 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 60 equity,488 debt and 31 hybrid funds.

amc-img

  • 022-62278000
  • invest@utico.in
  • Fund NameScripbox Opinion
    Till Date CAGR

    4.1%

    6.8%

    4.1%

    6.7%

    4.9%

    7.2%

    14.7%

    11.4%

    13.7%

    15.4%

    UTI Equity Savings Fund (G) Review

    UTI Equity Savings Fund (G) is a Equity Savings Hybrid fund and has delivered an annualised return of 7.6% over a period of 4 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 2/1/2023 is ₹13.89 with the total AUM as of 2/2/2023 is ₹260.512. 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 Moderately High 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.

    Frequently Asked Questions

    What is UTI Equity Savings Fund (G)?

    UTI Equity Savings Fund (G) is a Equity Savings Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

    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 Neutral 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 1.51% for regular plan.