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HYBRID•EQUITY SAVINGS

UTI Equity Savings Fund

3 Year return

12.08%
NAV on February 28, 2026
20.3099
1D Returns
-0.07%
Launched on August 2018(8 years)

Investment Details

₹500
Minimum SIP Amount
₹5000
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
21.03%₹757
Total Value ₹4,357

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹819.99 Cr.
Expense Ratio
0.66% (inclusive of GST)
Exit Load
Redemption / Switch out within 30 days from the date of allotment - 1.00% Redemption / Switch out after 30 days from the date of allotment - NIL

Ratings

ARQ Rating
4

Ratings by other agencies

Value Research
4
Crisil
0
Morning Star
0

Tax Implications

Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year

UTI Mutual Fund Manager

AM

Anurag Mittal

Fund Manager since Dec 2021

SP

Sunil Patil

Fund Manager since Aug 2018

VS

V Srivatsa

Fund Manager since Aug 2018

Fund House Details

UTI Mutual Fund

UTI Mutual Fund

Asset management company

AUM
₹3,95,058.76 Cr.
No. of Schemes
260
Setup Date
January 2003

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
HSBC Equity Savings Fund15.0378%
3
Sundaram Equity Savings Fund13.2902%
5
Kotak Equity Savings Fund12.6036%
4.5

Schemes by UTI Mutual Fund

List of mutual fund schemes by AMC

Funds
3 Years Returns
UTI Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

UTI Aggressive Hybrid Fund Direct Plan IDCW Payout
17.5742%
UTI Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

UTI Aggressive Hybrid Fund Direct Plan IDCW Reinvestment
17.5742%
UTI Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

UTI Aggressive Hybrid Fund Direct Plan Growth
17.5739%
UTI Mutual Fund logo

Hybrid . Arbitrage Fund

UTI Arbitrage Fund Direct Plan IDCW Payout
7.6741%
UTI Mutual Fund logo

Hybrid . Arbitrage Fund

UTI Arbitrage Fund Direct Plan Growth
7.674%

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
10.7912%
Expense Ratio
0.66%
Fund Manager
Anurag Mittal
Fund Size
₹819.99 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

NameUTI Mutual Fund
Launch DateJanuary 2003
AddressFirst Floor, Unit No. 2, Block ‘B’, JVPD Scheme, Gulmohar Cross Road No. 9, Andheri (West), Mumbai – 400049.
Contact1800 266 1230(+91) 022 6227 8000022 – 68990800
Emailservice@uti.co.in
Websitehttps://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

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 on February 28, 2026, is ₹20.3099
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 ₹819.99 crore.
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 0.66%
The UTI Equity Savings Fund was launched on August 10, 2018. The fund has delivered a CAGR of undefined since inception.
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.
  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.
  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.
  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.
  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.

ENTER AMOUNT

₹
₹4,357 in 3Y at 12.0832% returns
SIP Date1st of every month

Your next SIP Payment will be on 1 April 2026

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