3 Year return

12.1%
Launched on August 2018 (6 years)

Investment Details

₹500

Minimum SIP Amount

₹5000

Minimum one time investment

Fund has no lock-in period

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Risk Involved

Moderate Risk

Your principal will be at

Moderate Risk

Scheme Information

Asset Under Management

₹361.72 Cr.

Expense Ratio

0.7% (inclusive of GST)

Exit Load

Redemption / Switch out within 12 months from the date of allotment - (i) upto 10% of the allotted units - Nil. (ii) beyond 10% of the allotted units 1.00% Redemption / Switch out after 12 months from the date of allotment - Nil

Ratings

ARQ Rating
4

Ratings by other agencies

4
0
0

Tax Implications

Withdrawal within 1 year

Exit load + 15% tax on gains

Withdrawal after 1 year

10% tax on gains over ₹1 Lakh per financial year

Fund Holdings

Holdings

UTI Mutual Fund Managers

VS

V Srivatsa

Fund Manager since Aug 2018

View Details

Fund House Details

UTI Mutual Fund

UTI Mutual Fund Asset management company

AUM ₹290,993.03 Cr.
No. of Schemes 250
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by UTI Mutual Fund

List of mutual fund schemes by AMC

Funds 3 Years Returns
19.39%
scheme logo

Hybrid . Aggressive Hybrid Fund

UTI Aggressive Hybrid Fund Direct Plan Growth

19.39%
6.29%

About the UTI Equity Savings Fund Direct Plan Growth

The UTI Equity Savings Fund Direct Plan Growth is a hybrid fund managed by UTI Mutual Fund. It is a direct plan, which means that there are no brokerage fees involved when you invest in the fund. The fund invests in a diversified portfolio of equity and debt instruments. The equity portion of the fund invests in a mix of large-cap, mid-cap, and small-cap stocks. The debt portion of the fund invests in money market instruments and government securities. The fund aims to generate long-term capital appreciation by investing in a diversified portfolio of equity and debt instruments.

Investment Objectives of the Scheme

The investment objective of the LIC MF Large Cap Fund Direct Plan Growth is to generate long-term capital appreciation by investing in a diversified portfolio of equity shares of large-cap companies. The investment objective of the UTI Equity Savings Fund Direct Plan Growth is to generate long-term capital appreciation by investing in a diversified portfolio of equity and debt instruments. The fund will invest at least 65% of its assets in equity and up to 35% of its assets in debt.

Key Features of The Fund

5-year return 11.78%
Expense Ratio 0.7%
Fund Manager V Srivatsa
Fund Size ₹361.72 Cr
Risk Profile Moderate

Is This Scheme Right for Me?

The UTI Equity Savings Fund Direct Plan Growth is a good option for investors who are looking for a long-term investment with the potential for growth. The fund is also a good option for investors who are looking for a balanced approach to investing, with exposure to both equity and debt instruments. However, the fund is not suitable for investors who are looking for a low-risk investment. The fund's investment objective is to generate long-term capital appreciation, which means that the value of your investment may go down in the short term.

AMC Contact Details

Name UTI Mutual Fund
Launch Date January 2003
Addresss First Floor, Unit No. 2, Block ‘B’, JVPD Scheme, Gulmohar Cross Road No. 9, Andheri (West), Mumbai – 400049.
Contact 1800 266 1230 (+91) 022 6227 8000 022 – 68990800
Email service@uti.co.in
Website https://www.utimf.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

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FAQs

What is today's NAV of UTI Equity Savings Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of UTI Equity Savings Fund Jun 21 2024 is 17.9891

What is the AUM of UTI Equity Savings Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of UTI Equity Savings Fund is 361.72 crore.

What is the expense ratio of UTI Equity Savings Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of UTI Equity Savings Fund is 0.7%

What are the returns of UTI Equity Savings Fund since inception?

The UTI Equity Savings Fund was launched on Aug 10 2018. The fund has delivered a CAGR of 10.63 since inception.

What is the minimum SIP amount to invest in UTI Equity Savings Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for UTI Equity Savings Fund is 500.

How do I invest in UTI Equity Savings Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in UTI Equity Savings Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in UTI Equity Savings Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in UTI Equity Savings Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.