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

UTI Equity Saving Growth Direct Plan

NAV
₹19.6030
+0.12%
(2 Apr)
AUM
835 Cr
TER
0.66%
Risk
Moderately High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+9.9%
+6.9%
+6.1%
+4.4%
+3.6%
+3.0%
3Y
+13.7%
+11.7%
+11.5%
+10.6%
+9.2%
+11.7%
5Y
+11.3%
+9.9%
+9.9%
+9.8%
+8.1%
+10.8%
ALL
+9.7%
+9.5%
+11.2%
+9.3%
+7.6%
+9.4%
VOL
6.3%
4.8%
7.4%
5.8%
-
5.9%
TER
0.7%
0.6%
0.4%
0.7%
-
0.7%
AUM
₹780 Cr
₹1,270 Cr
₹1,901 Cr
₹835 Cr
-
₹1,182 Cr
INFO
1.53
1.98
1.51
1.59
-
1.60
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 28th Feb
Top holdings
Cash Offset For Derivatives
31.9%
7.32% Gs 2030
8.1%
7.04% Gs 2029
5.8%
Axis Bank Ltd
5.4%
Net Current Assets
5.1%
6.01% Gs 2030
4.7%
HDFC Bank Ltd
4.2%
AXIS BANK LTD.-30-Mar-2026
4.1%
Mahindra & Mahindra Ltd
3.7%
State Bank of India
3.6%
Top industry exposure
Financial Services
26.0%
Consumer Cyclical
9.0%
Basic Materials
7.6%
Real Estate
6.7%
Industrials
5.4%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
433%
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
Anurag Mittal

FAQs