3 Year return
11.86%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Moderate Risk
Asset Under Management
₹503.12 Cr.
Expense Ratio
0.69% (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
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
Fund Holdings
UTI Mutual Fund Managers
VS
V Srivatsa
Fund Manager since Aug 2018
Fund House Details
UTI Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) Direct Plan Growth |
13.65% |
5 |
Sundaram Equity Savings Fund |
13.65% |
5 |
HSBC Equity Savings Fund |
14.2% |
3 |
Schemes by UTI Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
UTI Aggressive Hybrid Fund Direct Plan IDCW Payout
Hybrid . Aggressive Hybrid Fund
UTI Aggressive Hybrid Fund Direct Plan IDCW Reinvestment
Hybrid . Aggressive Hybrid Fund
UTI Aggressive Hybrid Fund Direct Plan Growth
Hybrid . Arbitrage Fund
UTI Arbitrage Fund Direct Plan Growth
Hybrid . Arbitrage Fund
UTI Arbitrage Fund Direct Plan IDCW Payout
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 | 12.84% |
Expense Ratio | 0.69% |
Fund Manager | V Srivatsa |
Fund Size | ₹503.12 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 |
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.
Enhance the Creation of Long-Term Wealth With SIPs
FAQs
What is today's NAV of UTI Equity Savings Fund?
What is the AUM of UTI Equity Savings Fund?
What is the expense ratio of UTI Equity Savings Fund?
What are the returns of UTI Equity Savings Fund since inception?
What is the minimum SIP amount to invest in UTI Equity Savings Fund?
How do I invest in UTI Equity Savings Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- 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.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in UTI Equity Savings Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in UTI Equity Savings Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in UTI Equity Savings Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.