UTI Equity Saving Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

UTI Equity Saving Growth Direct Plan

NAV
₹19.8752
+0.17%
(23 Oct)
AUM
733 Cr
TER
0.66%
Risk
Moderately High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+7.6%
+6.8%
+6.4%
+6.2%
+6.0%
+3.8%
3Y
+13.3%
+13.4%
+12.1%
+10.4%
+15.1%
+13.2%
5Y
+12.7%
+14.8%
+12.8%
+10.8%
+14.7%
+11.0%
ALL
+10.4%
+10.2%
+10.1%
+8.0%
+10.3%
+10.2%
VOL
5.7%
5.9%
5.9%
-
6.3%
6.2%
TER
0.7%
0.6%
0.7%
-
0.7%
0.7%
AUM
₹8,782 Cr
₹1,153 Cr
₹733 Cr
-
₹723 Cr
₹460 Cr
INFO
1.83
1.73
1.72
-
1.62
1.64
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
UTI Equity Saving (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Sep
Top holdings
Cash Offset For Derivatives
32.1%
7.32% Govt Stock 2030
9.3%
7.04% Govt Stock 2029
6.6%
6.01% Govt Stock 2030
5.4%
HDFC Bank Ltd
4.7%
Mahindra & Mahindra Ltd
4.5%
Axis Bank Ltd
4.3%
Grasim Industries Ltd
3.8%
Future on Mahindra & Mahindra Ltd
3.7%
Kotak Mahindra Bank Ltd
3.3%
Top industry exposure
Financial Services
23.9%
Basic Materials
9.5%
Consumer Cyclical
9.2%
Technology
6.6%
Energy
4.7%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
481%
Lock-in period
-
Exit load
• 1% for redemption within 30 days
Fund 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. However, there is no assurance or guarantee that the investment objective of the Scheme would be achieved.
Fund manager(s)
V Srivatsa
Sunil Patil

FAQs