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  • UTI Mutual Fund
  • UTI Innovation Fund (G)
UTI Mutual Fund

UTI Innovation Fund (G)

EquitySectoral / Thematic

12.4645

NAV (Oct 07)

24.645%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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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

12.4645

NAV (Oct 7)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
24.6%
6 Month CAGR
14.3%

Scheme Information

Investment Objective

The scheme seeks to provide medium to long-term capital appreciation through investment primarily in growth and innovation-oriented equity and equity-related instruments.

Expense Ratio
2.28
Launched (0y ago)
2.28
AUM in Crores
821
ISIN
INF789F1AYY7
Lock-in
-
Benchmark
NIFTY 500 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
-
Beta
-
Sharpe Ratio
-
YTM
-
Fund Managers

Ankit Agarwal

Fund Manager

Deepesh Agarwal

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
UTI Innovation Fund (G)70%NaN NaNNaN%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-08-28

Top Stock Holdings

Zomato Ltd.

6.8%
6.82%

PB Fintech Ltd.

6.8%
6.81%

Info Edge (India) Ltd.

6.7%
6.69%

FSN E-Commerce Ventures Ltd.

5.7%
5.7%

KPIT Technologies Ltd.

5.2%
5.2%
See all holdings

Allocation by Sector

Services

38.5%
38.5%

Technology

35.67%
35.67%

Capital Goods

8.69%
8.69%

Chemicals

6.4%
6.4%

Healthcare

3.8%
3.8%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,041 cr

₹ 23,712 cr

₹ 64,222 cr

₹ 50,154 cr

₹ 17,488 cr

amc-img

About the AMC

UTI Mutual Fund

UTI Asset Management Compnay has been frated the 7th largest ASM Company by CRISIL. They manage about 11 million live folios and have a client base of 12.8%. Being a part and parcel of Unit Trust of India, the Government of India holds about 74% stake in the Company. UTI AMC Limited offers wide range of products and have been a pioneer in launching various profitable schemes.amc-img
phone-img0263 2296993
Fund NameScripbox Opinion
Till Date CAGR

6.396%

7.263%

5.983%

6.791%

6.106%

6.858%

16.718%

15.292%

21.226%

14.167%

UTI Innovation Fund (G) Review

UTI Innovation Fund (G) is a Equity Equity fund and has delivered an annualised return of 24.645% over a period of 0 years. The fund is managed by UTI Mutual Fund. The fund managers are Ankit Agarwal, Deepesh Agarwal.

Nav of UTI Innovation Fund (G) as of 10/7/2024 is ₹12.46 with the total AUM as of 10/8/2024 is ₹820.9793. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Innovation Fund (G) was launched on 2023-10-13. The category risk of the fund is null.

The minimum SIP amount for UTI Innovation 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.

UTI Innovation Fund (G) 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 NIFTY 500 Total Return Index.

It is rated as a null fund in Equity and delivered null% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI Innovation Fund (G).

Frequently Asked Questions

What is UTI Innovation Fund (G)?

It is a Equity Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in UTI Innovation Fund (G)?

You can invest in UTI Innovation 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 Innovation Fund (G)?

The minimum sip amount for UTI Innovation Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is UTI Innovation Fund (G) good to invest in?

As per Scripbox experts, it is a fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the UTI Innovation Fund (G)?

The expense ratio of the UTI Innovation Fund (G) is 2.28% for regular plan.

What is the NAV of UTI Innovation Fund (G)?

Today's UTI Innovation Fund (G) NAV is ₹12.46.