3 Year return

28.48%
Launched on January 2013 (11 years)

Investment Details

₹500

Minimum SIP Amount

₹5000

Minimum one time investment

Fund has no lock-in period

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Risk Involved

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Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹2287.67 Cr.

Expense Ratio

1.84% (inclusive of GST)

Exit Load

1.00% - If redeemed / switched out less than one year from the date of allotment. Nil - If redeemed / switched out greater than or equal to one year from the date of allotment.

Ratings

ARQ Rating
0

Ratings by other agencies

2
0
2

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

ST

Sachin Trivedi

Fund Manager since Jul 2023

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
18.81%
scheme logo

Hybrid . Aggressive Hybrid Fund

UTI Aggressive Hybrid Fund Direct Plan Growth

18.81%
6.32%

About UTI Infrastructure Fund Growth Direct

UTI Infrastructure Fund Growth Direct is an equity fund that is open-ended and focuses on infrastructure. The fund makes investments in businesses involved directly or indirectly in infrastructure-related activities in order to create capital appreciation. This sectoral infrastructure fund under the UTI Mutual Fund would primarily invest in the equities of businesses involved directly or indirectly in the Indian economy's infrastructure sectors. The economy's primary engine is the infrastructure sector, which also significantly contributes to India's overall development.

Investment Objective of The Scheme

By investing primarily in equities and equity-related securities of companies involved in a direct or indirect manner in the infrastructure sectors of the Indian economy, the scheme's investment aim is to generate long-term capital appreciation.

Key Features of The Fund

5-year return 22.03%
Expense Ratio 1.84%
Fund Manager Sachin Trivedi
Fund Size ₹2287.67 Cr
Risk Profile Very High

Is This Scheme Right for Me?

This scheme is ideal for investors who are interested in a fund with the goal of purchasing the stock of businesses involved directly or indirectly in the infrastructure sector of the Indian economy. If you are an investor who is willing to allocate a portion of their whole equity portfolio strategically, UTI Infrastructure Fund Growth Direct could be ideal for you. This scheme is for investors open to broadening their portfolio's risk profile through exposure to a thematic investment philosophy. It is best suited for investments with a time horizon of at least five years. However, before investing in any mutual fund scheme, individuals should evaluate their personal financial needs and objectives.

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 8000022 – 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.

Explore Tax-Saving Investment Advantages With SIPs

You can deduct ₹1.5 lakh from your taxable income by investing in an Equity Linked Savings Scheme (ELSS) through SIP, as allowed by Section 80(C) of the Income Tax Act, 1961. With a SIP in ELSS, individuals whose income is in the highest tax bracket (30%) can save about ₹45,000 annually. Plan tax-efficient investments and estimate possible returns utilising systematic investment plan calculator.

FAQs

What is today's NAV of UTI Infrastructure 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 Infrastructure Fund Jun 18 2024 is 153.9487

What is the AUM of UTI Infrastructure 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 Infrastructure Fund is 2287.67 crore.

What is the expense ratio of UTI Infrastructure 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 Infrastructure Fund is 1.84%

What are the returns of UTI Infrastructure Fund since inception?

The UTI Infrastructure Fund was launched on Jan 01 2013. The fund has delivered a CAGR of 15.16 since inception.

What is the minimum SIP amount to invest in UTI Infrastructure 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 Infrastructure Fund is 500.

How do I invest in UTI Infrastructure 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 Infrastructure 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 Infrastructure 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 Infrastructure 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.