UTI Equity Savings Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 18.91 | 11.54 | 10.24 | N/A |
Average Rolling Returns(%) | 10.69 | 11.15 | 9.85 | N/A |
The Current NAV of UTI Equity Savings Fund - Regular Plan - Growth is ₹16.55.
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 - Regular Plan - Growth fund’s expense ratio is 1.54%
The process for redemption is
The AUM of UTI Equity Savings Fund - Regular Plan - Growth is currently ₹341 Crores.
The Top three stocks are Infosys, Grasim Industries and HDFC Bank and account for 18% of its portfolio. Top 5 and 10 stocks of fund account for 28% and 42% of fund’s portfolio respectively.
Top three sectors of UTI Equity Savings Fund - Regular Plan - Growth fund are BFSI, Others and Miscellaneous 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 - Regular Plan - Growth Fund is Hybrid - Equity Savings.
V. Srivatsa and Sunil Patil manage the UTI Equity Savings Fund - Regular Plan - Growth Fund.
UTI Equity Savings Fund - Regular Plan - Growth current PE ratio is 27.27 and PB ratio is 4.18
The asset allocation of UTI Equity Savings Fund - Regular Plan - Growth is Stocks : 67.18%, Debt : 32.84% and Gold : 0%
The minimum SIP amount for UTI Equity Savings Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹5000.00
The exit load for UTI Equity Savings Fund - Regular Plan - Growth is Nil upto 10% of units and 1% for remaining units on or before 12 months, NIL after 12 months