UTI Equity Savings Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 17.44 | 11.58 | 10.43 | N/A |
Average Rolling Returns(%) | 10.86 | 11.17 | 9.92 | N/A |
The Current NAV of UTI Equity Savings Fund - Growth - Direct Plan is ₹17.68.
Funds returns likely to be fairly different than its benchmark NIFTY 50 , as Funds portfolio is somewhat different.
UTI Equity Savings Fund - Growth - Direct Plan fund’s expense ratio is 0.73%
The process for redemption is
The AUM of UTI Equity Savings Fund - Growth - Direct Plan is currently ₹357 Crores.
The Top three stocks are Grasim Industries, Infosys and HDFC Bank and account for 17% of its portfolio. Top 5 and 10 stocks of fund account for 26% and 41% of fund’s portfolio respectively.
Top three sectors of UTI Equity Savings Fund - Growth - Direct Plan fund are Others, BFSI and IT accounting for 62% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Hybrid - Equity Savings it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of UTI Equity Savings Fund - Growth - Direct Plan Fund is Hybrid - Equity Savings.
V. Srivatsa and Sunil Patil manage the UTI Equity Savings Fund - Growth - Direct Plan Fund.
UTI Equity Savings Fund - Growth - Direct Plan current PE ratio is 25.56 and PB ratio is 5.11
The asset allocation of UTI Equity Savings Fund - Growth - Direct Plan is Stocks : 68.33%, Debt : 31.70% and Gold : 0%
The minimum SIP amount for UTI Equity Savings Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹5000.00
The exit load for UTI Equity Savings Fund - Growth - Direct Plan is Nil upto 10% of units and 1% for remaining units on or before 12 months, NIL after 12 months