Hybrid | Equity Savings Fund
3Y Returns
12%
Min SIP
₹500
Min Lumpsum
₹5000
Expense Ratio
0.71%
Fund Size
₹325 Cr
Inception Date
30-Aug-18
Fund Manager
V. Srivatsa
Exit Load
Nil upto 10% of units and 1% for remaining units on or before 12M, NIL after 12M.
Overall Fund Zi Tag
Asset Allocation
Equity
70.42%
Debt & Others
29.58%
Market Cap Allocation
Large Cap
67.47%
Mid Cap
2.95%
Small Cap
0.00%
Other Cap
29.58%
Investment Objective
The Investment Objective Of The Scheme Is To Provide Capital Appreciation And Income Distribution To The Investors Using Arbitrage Opportunities, Investment In Equity / Equity Related Instruments And Debt / Money Market Instruments.
Fund House Detail
AMC Name
UTI Asset Management Company Private Limited
Scheme Document
https://www.utimf.com/forms-and-downloads/Address
UTI Towers, Gn BlockBandra Kurla Complex, Bandra (East)Mumbai - 400 051
Uti Equity Savings Fund - Direct Growth Plan - Growth
1Y
18.14%
3Y
12%
5Y
11.48%
Kotak Equity Savings Fund - Direct Plan - Growth
1Y
20.6%
3Y
13.16%
5Y
12.01%
Mahindra Manulife Equity Savings Fund - Direct - Growth
1Y
20.8%
3Y
12.15%
5Y
12.92%
Hdfc Equity Savings Fund - Direct Plan - Growth Option
1Y
18.47%
3Y
12.05%
5Y
11.38%
Mirae Asset Equity Savings Fund Direct Growth
1Y
17.71%
3Y
11.33%
5Y
12.83%
Edelweiss Equity Savings Fund - Direct Plan Growth
1Y
17.31%
3Y
11%
5Y
11.25%
Sbi Equity Savings Fund - Direct Plan-Growth
1Y
19.46%
3Y
10.96%
5Y
11.41%
Axis Equity Saver Fund Direct Growth
1Y
18.43%
3Y
10.83%
5Y
10.68%
Invesco India Equity Savings Fund - Direct Growth
1Y
21.98%
3Y
10.82%
5Y
10.48%
Tata Equity Savings Fund Direct Plan Growth
1Y
16.49%
3Y
10.25%
5Y
9.93%
Baroda Bnp Paribas Equity Savings Fund Direct Growth
1Y
16.69%
3Y
9.8%
5Y
NA
Dsp Equity Savings Fund - Dir - Growth
1Y
15.65%
3Y
9.77%
5Y
10.35%
Franklin India Equity Savings Fund - Direct Growth
1Y
13.7%
3Y
9.69%
5Y
9.58%
Nippon India Equity Savings Fund- Direct Plan-Growth
1Y
12.94%
3Y
9.64%
5Y
4.39%
Icici Prudential Equity Savings Fund Direct Plan Cumulative
1Y
11.13%
3Y
8.68%
5Y
8.66%
Union Equity Savings Fund Direct Plan - Growth
1Y
14.36%
3Y
8.27%
5Y
8.85%
Aditya Birla Sun Life Equity Savings Fund - Growth Direct
1Y
13.18%
3Y
8.19%
5Y
9.41%
Bandhan Equity Savings Fund-Direct Plan-Growth
1Y
11.3%
3Y
8.18%
5Y
8.55%
Pgim India Equity Savings Fund - Direct Plan - Growth - Growth
1Y
9.52%
3Y
7.91%
5Y
8.32%
Lic Equity Savings Fund - Direct Plan - Growth
1Y
4.79%
3Y
5.25%
5Y
7.45%
Hsbc Equity Savings Fund Direct Plan - Growth
1Y
NA
3Y
4.06%
5Y
6.32%
Sundaram Equity Savings Fund - Direct Plan Growth
1Y
21.01%
3Y
NA
5Y
NA
BSE Member code: 58371
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