- Mutual Funds
- UTI Mutual Fund
- UTI Innovation Fund (Growth)
UTI Innovation Fund (Growth)
₹ 10.3987
NAV (Nov 24)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 10.3987
NAV (Nov 24)
Fund Returns
Last 1Y | NA |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 4% |
6 Month CAGR | NA |
Scheme Information
The scheme intends to provide medium to long-term capital appreciation through investment primarily in growth and innovation-oriented equity and equity-related instruments. However,there is no assurance or guarantee that the investment objective of the scheme will be achieved.
Expense Ratio | 2.42 |
Launched (0y ago) | Oct 13, 2023 |
AUM in Crores | 449.253 |
ISIN | INF789F1AYY7 |
Lock-in | No Lock-in |
Benchmark | Nifty 500 TRI |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| UTI Innovation Fund (Growth) | NaN | NaN | % | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
net current assets
45.3%one97 communications ltd
4.4%syngene international ltd
4.1%info edge (india) ltd
4%pb fintech ltd
3.8%Allocation by Sector
technology
13.3%communication services
12.7%industrials
8.8%consumer cyclical
7.4%healthcare
4.1%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 11,883 cr | ||
₹ 11,693 cr | ||
₹ 17,531 cr | ||
₹ 10,182 cr | ||
₹ 9,101 cr |
About the AMC
UTI Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.9% | 6.8% | ||
5.2% | 7.2% | ||
15.9% | 11.6% | ||
19.6% | 14.9% | ||
11.6% | 8.7% |
UTI Innovation Fund (G) Review
UTI Innovation Fund (G) is a Sectoral/ Thematic Equity fund and has delivered an annualised return of 4% over a period of 0 years. The fund is managed by UTI Asset Management Co Ltd. The fund managers are Ankit Agarwal, Deepesh Agarwal.
Nav of UTI Innovation Fund (G) as of 11/24/2023 is ₹10.40 with the total AUM as of 11/28/2023 is ₹449.253. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Innovation Fund (G) was launched on Oct 13, 2023. The category risk of the fund is Very High Risk.
The minimum SIP amount for UTI Innovation Fund (G) is ₹0 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 TRI.
UTI Innovation Fund (G) is rated as a 0 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)?
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 ₹0. You can invest in multiples of ₹5000.
Is UTI Innovation Fund (G) good to invest in?
As per Scripbox experts, UTI Innovation Fund (G) is a Not Reviewed Yet fund. You can investUTI Innovation 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 Innovation Fund (G)?
The expense ratio of the UTI Innovation Fund (G) is 2.42% for regular plan.