FAQ : UTI Equity Savings Fund - Regular Plan - Growth

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(%) 17.95 11.07 10.43 N/A
Average Rolling Returns(%) 10.53 11.14 9.71 N/A

The Current NAV of UTI Equity Savings Fund - Regular Plan - Growth is ₹16.54.

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

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of UTI Equity Savings Fund - Regular Plan - Growth 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 - Regular Plan - Growth 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 - 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 27.14 and PB ratio is 4.29

The asset allocation of UTI Equity Savings Fund - Regular Plan - Growth is Stocks : 68.03%, Debt : 31.93% 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

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