- Mutual Funds
- UTI Mutual Fund
- UTI Master Equity Unit Scheme (PIDCW-A)
Formerly UTI Master Equity Plan Unit Scheme DP
UTI Master Equity Unit Scheme (PIDCW-A)
₹ 203.4753
NAV (Apr 23)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 203.4753
NAV (Apr 23)
Fund Returns
Last 1Y | 30.7% |
Last 3Y | 16.6% |
Last 5Y | 13.6% |
Last 10Y | 13.3% |
Since Inception | 17.3% |
6 Month CAGR | 15.5% |
Scheme Information
The scheme primarily aims at securing for the members capital appreciation by investing the funds of the scheme in equity shares and convertible and non-convertible bonds/debentures of companies with good growth prospects and money market instruments.
Expense Ratio | 2.13 |
Launched (21y ago) | Mar 31, 2003 |
AUM in Crores | 2765.170 |
ISIN | |
Lock-in | 3 |
Benchmark | S&P BSE 100 India TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 12.2 |
Standard Deviation (5yr) | 18.2 |
Beta (3yr) | 0.92 |
Beta (5yr) | 0.97 |
Sharpe Ratio (3yr) | 0.772 |
Sharpe Ratio (5yr) | 0.501 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| UTI Master Equity Unit Scheme (PIDCW-A) | 10,26,205 | 2,93,593 | 13.6% | |
| 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
hdfc bank ltd
9.1%icici bank ltd
7.6%infosys ltd
7.1%reliance industries ltd
6%bharti airtel ltd
4.3%Allocation by Sector
financial services
30.9%consumer cyclical
14.2%technology
13.4%consumer defensive
7.6%energy
7.3%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 21,475 cr | ||
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 41,281 cr | ||
₹ 60,559 cr |
About the AMC
UTI Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.5% | 6.9% | ||
5.8% | 7.3% | ||
16.9% | 11.9% | ||
5.5% | 6.8% | ||
19.4% | 15.2% |
UTI Master Equity Unit Scheme (PIDCW-A) Review
UTI Master Equity Unit Scheme (PIDCW-A) is a Tax Saving Equity fund and has delivered an annualised return of 17.3% over a period of 21 years. The fund was previously known as UTI Master Equity Plan Unit Scheme DP. The fund is managed by UTI Asset Management Co Ltd. The fund manager’s name is Karthikraj Lakshmanan.
Nav of UTI Master Equity Unit Scheme (PIDCW-A) as of 4/23/2024 is ₹203.48 with the total AUM as of 4/24/2024 is ₹2765.17. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Master Equity Unit Scheme (PIDCW-A) was launched on Mar 31, 2003. The category risk of the fund is Very High Risk.
The minimum SIP amount for UTI Master Equity Unit Scheme (PIDCW-A) 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 Master Equity Unit Scheme (PIDCW-A) 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 S&P BSE 100 India TR INR.
UTI Master Equity Unit Scheme (PIDCW-A) is rated as a 0 fund in Equity and delivered 30.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI Master Equity Unit Scheme (PIDCW-A).
Frequently Asked Questions
What is UTI Master Equity Unit Scheme (PIDCW-A)?
How to invest in UTI Master Equity Unit Scheme (PIDCW-A)?
You can invest in UTI Master Equity Unit Scheme (PIDCW-A) 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 Master Equity Unit Scheme (PIDCW-A)?
The minimum sip amount for UTI Master Equity Unit Scheme (PIDCW-A) is ₹0. You can invest in multiples of ₹5000.
Is UTI Master Equity Unit Scheme (PIDCW-A) good to invest in?
As per Scripbox experts, UTI Master Equity Unit Scheme (PIDCW-A) is a Not Reviewed Yet fund. You can investUTI Master Equity Unit Scheme (PIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the UTI Master Equity Unit Scheme (PIDCW-A)?
The expense ratio of the UTI Master Equity Unit Scheme (PIDCW-A) is 2.13% for regular plan.