UTI Equity Savings Fund

Plan : Regular | Direct Add to Portfolio Compare
Assets
₹220 Cr
Expense
1.52 %
Turnover
506.33%
Category
Hybrid - Equity...
Benchmark
I-BEX (I-Sec So...
Underlying Asset Quality
Investment StyleLarge, Green
Different Than Benchmark
100%
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Hold on

Fund Overview

UTI Equity Savings Fund - Regular Plan - Growth

Launch Date 30 Aug 2018
Benchmark I-BEX (I-Sec Sovereign Bond Index)
Riskometer Moderately High
Turnover 506.33%
Type Open ended scheme
Return Since Launch -
Min. Investment ₹5000.00
Min. Additional investment ₹1000.00
Min. SIP ₹500.00
Min. Cheques 6
Min. Withdrawal ₹1.00
Min. Balance ₹500.00
Exit Load 0.00%
Remark Nil upto 10% of units and 1% for remaining units on or before 12M, NIL after 12M

Investment 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.

Managers

Fund Manager V. Srivatsa
Sub Managers Sunil Patil
Puchho Befikar