UTI Equity Savings Fund - Regular Plan - Growth

NAV 17.60(0.44%)
Jan 31, 2025
UTI Equity Savings Fund - Regular Plan - Growth
AUM
₹659 Cr
Expense (%)
1.65
Turnover (%)
5.24
Benchmark
Crisil Equity Savings Index
Asset Quality
Large, Green
Differs from benchmark (%)
51.70

3Yr Rolling Returns(%)

Benchmark# : undefined
                                                                                                                                                            Benchmark# is
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Top 10 Holdings

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FAQ : UTI Equity Savings Fund - Regular Plan - Growth

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

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

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

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