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  • UTI Mutual Fund
  • UTI Innovation Fund (Growth)
UTI Mutual Fund

UTI Innovation Fund (Growth)

EquitySectoral/ Thematic

11.3744

NAV (Jun 21)

13.7%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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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

11.3744

NAV (Jun 21)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
13.7%
6 Month CAGR
9.1%

Scheme Information

Investment Objective

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
2.35
Launched (1y ago)
Oct 13, 2023
AUM in Crores
622.199
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

Deepesh Agarwal

Fund Manager

Ankit 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 (Growth)70%NaN NaN%
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 2024-06-21

Top Stock Holdings

pb fintech ltd

7.4%
7.4%

info edge (india) ltd

6.7%
6.7%

zomato ltd

6.5%
6.5%

fsn e-commerce ventures ltd

5.9%
5.9%

kpit technologies ltd

5%
5%
See all holdings

Allocation by Sector

technology

23.4%
23.4%

communication services

21.3%
21.3%

consumer cyclical

17.4%
17.4%

industrials

15.5%
15.5%

financial services

7.4%
7.4%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 19,454 cr

₹ 15,161 cr

₹ 22,620 cr

₹ 55,459 cr

₹ 42,669 cr

amc-img

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 230,536 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 74 equity,579 debt and 34 hybrid funds.amc-img
phone-img022-62278000
Fund NameScripbox Opinion
Till Date CAGR

5.7%

6.9%

6%

7.3%

15.2%

12.1%

5.7%

6.8%

18.6%

15.4%

UTI Innovation Fund (G) Review

UTI Innovation Fund (G) is a Sectoral/ Thematic Equity fund and has delivered an annualised return of 13.7% 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 6/21/2024 is ₹11.37 with the total AUM as of 6/24/2024 is ₹622.199. 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)?

UTI Innovation Fund (G) is a Sectoral/ Thematic 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 ₹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 2.35% for regular plan.