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

UTI Equity Saving Growth Direct Plan

NAV
₹20.0265
+0.07%
(13 Nov)
AUM
746 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
+8.7%
+8.6%
+8.5%
+7.3%
+7.0%
+4.6%
3Y
+13.0%
+12.8%
+11.7%
+14.7%
+10.1%
+12.6%
5Y
+14.1%
+12.2%
+12.3%
+13.9%
+10.4%
+10.6%
ALL
+10.1%
+10.3%
+10.1%
+10.1%
+8.0%
+10.1%
VOL
5.9%
5.6%
5.8%
6.3%
-
6.2%
TER
0.6%
0.7%
0.7%
0.7%
-
0.7%
AUM
₹1,171 Cr
₹9,023 Cr
₹746 Cr
₹723 Cr
-
₹438 Cr
INFO
1.73
1.83
1.73
1.60
-
1.62
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 31st Oct
Top holdings
Cash Offset For Derivatives
31.9%
7.32% Govt Stock 2030
9.1%
7.04% Govt Stock 2029
6.4%
6.01% Govt Stock 2030
5.3%
HDFC Bank Ltd
4.8%
Axis Bank Ltd
4.5%
Mahindra & Mahindra Ltd
4.3%
Grasim Industries Ltd
4.0%
Future on Mahindra & Mahindra Ltd
3.7%
Future on Axis Bank Ltd
3.5%
Top industry exposure
Financial Services
25.3%
Basic Materials
9.7%
Consumer Cyclical
8.7%
Technology
6.0%
Energy
4.9%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
5%
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