UTI Equity Savings Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 18.91 | 11.97 | 11.35 | N/A |
Average Rolling Returns(%) | 11.54 | 12.10 | 10.68 | N/A |
The Current NAV of UTI Equity Savings Fund - Growth - Direct Plan is ₹17.31.
You can consider SIP in UTI Equity Savings Fund - Growth - Direct Plan as it has consistently outperformed the benchmark and has a Very good quality portfolio. Funds returns are more likely to be different than its benchmark I-BEX (I-Sec Sovereign Bond Index) returns, as Funds portfolio is significantly different.
UTI Equity Savings Fund - Growth - Direct Plan fund’s expense ratio is 0.73%
The process for redemption is
The AUM of UTI Equity Savings Fund - Growth - Direct Plan is currently ₹331 Crores.
The Top three stocks are Infosys, Grasim Industries and HDFC Bank and account for 20% of its portfolio. Top 5 and 10 stocks of fund account for 29% and 43% of fund’s portfolio respectively.
Top three sectors of UTI Equity Savings Fund - Growth - Direct Plan fund are Others, BFSI and IT 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 - Growth - Direct Plan Fund is Hybrid - Equity Savings.
V. Srivatsa and Sunil Patil manage the UTI Equity Savings Fund - Growth - Direct Plan Fund.
UTI Equity Savings Fund - Growth - Direct Plan current PE ratio is 27.14 and PB ratio is 4.29
The asset allocation of UTI Equity Savings Fund - Growth - Direct Plan is Stocks : 68.03%, Debt : 31.93% and Gold : 0%
The minimum SIP amount for UTI Equity Savings Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹5000.00
The exit load for UTI Equity Savings Fund - Growth - Direct Plan is Nil upto 10% of units and 1% for remaining units on or before 12 months, NIL after 12 months