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UTI Equity Savings Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 9.22 | 10.36 | 11.04 | N/A |
Average Rolling Returns(%) | 11.56 | 11.17 | 10.62 | N/A |
The Current NAV of UTI Equity Savings Fund - Regular Plan - Growth is ₹17.60.
You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark NIFTY 50 , as Funds portfolio is somewhat different.
UTI Equity Savings Fund - Regular Plan - Growth fund’s expense ratio is 1.65%
The process for redemption is
The AUM of UTI Equity Savings Fund - Regular Plan - Growth is currently ₹659 Crores.
The Top three stocks are HDFC Bank, Infosys and Kotak Mahindra Bank and account for 15% of its portfolio. Top 5 and 10 stocks of fund account for 22% and 35% of fund’s portfolio respectively.
Top three sectors of UTI Equity Savings Fund - Regular Plan - Growth fund are Others, BFSI and Miscellaneous accounting for 60% 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 - Regular Plan - Growth Fund is Hybrid - Equity Savings.
V. Srivatsa and Sunil Patil manage the UTI Equity Savings Fund - Regular Plan - Growth Fund.
UTI Equity Savings Fund - Regular Plan - Growth current PE ratio is 26.91 and PB ratio is 4.81
The asset allocation of UTI Equity Savings Fund - Regular Plan - Growth is Stocks : 65.63%, Debt : 34.37% and Gold : 0%
The minimum SIP amount for UTI Equity Savings Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹5000.00
The exit load for UTI Equity Savings Fund - Regular Plan - Growth is 1% on or before 30 days, Nil after 30 days