| NAV: 18 May 2022 | ₹13.37 |
| Min. SIP amount | ₹500 |
| Rating | 4 |
| Fund size | ₹247.57Cr |
Returns and rankings
| 6M | 1Y | 3Y | All | |
|---|---|---|---|---|
| Fund returns | NA | 6.7% | 9.5% | 8.1% |
| Category average | NA | 20.4% | 8.3% | NA |
| Rank with in category | NA | 12 | 10 | NA |
Holdings (42)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| Infosys Ltd. | Technology | Equity | 7.9% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 7.3% |
| Grasim Industries Ltd. | Construction | Equity | 6.1% |
GOI | Sovereign | GOI Sec | 6.0% |
| Reliance Industries Ltd. | Energy | Equity | 5.1% |
| Axis Bank Ltd. | Financial | Equity | 4.2% |
| HDFC Bank Ltd. | Financial | Equity | 3.4% |
| JSW Steel Ltd. | Metals & Mining | Equity | 2.9% |
| ICICI Bank Ltd. | Financial | Equity | 2.8% |
| Tata Steel Ltd. | Metals & Mining | Equity | 2.7% |
Expense ratio, exit load and tax
Expense ratio: 0.72%
Inclusive of GST
Exit load
For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Minimum investment amounts
| Min. for 1st investment | ₹5,000 |
| Min. for 2nd investment onwards | ₹1,000 |
| Min. for SIP | ₹500 |
Fund management
V SrivatsaAug 2018 - PresentView details
Sunil PatilAug 2018 - PresentView details
Deepesh AgarwalMay 2022 - PresentView details
Fund house & investment objective
Fund house contact details
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FAQs
How to Invest in UTI Equity Savings Fund Direct IDCW?
You can easily invest in UTI Equity Savings Fund Direct IDCW in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:
- Log on to your Groww account
- Search for UTI Equity Savings Fund Direct IDCW from the search box
- In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
- Once you are done with that, you can start investing in UTI Equity Savings Fund Direct IDCW as SIP or lumpsum as per your investment objective and risk tolerance
What kind of returns does UTI Equity Savings Fund Direct IDCW provide?
The UTI Equity Savings Fund Direct IDCW has been there from 30 Aug 2018 and the average annual returns provided by this fund is 6.73% since its inception.
How much expense ratio is charged by UTI Equity Savings Fund Direct IDCW?
The term
Expense Ratio used for UTI Equity Savings Fund Direct IDCW or any other mutual fund is the annual
charges one needs to pay to the Mutual Fund company for managing your investments in that fund.
The Expense Ratio of UTI Equity Savings Fund Direct IDCW is 0.72% as of 19 May 2022...
What is the AUM of UTI Equity Savings Fund Direct IDCW?
The AUM, short for Assets Under Management of UTI Equity Savings Fund Direct IDCW is ₹247.57Cr as of 19 May 2022.
How to Redeem UTI Equity Savings Fund Direct IDCW?
If you want to sell your UTI Equity Savings Fund Direct IDCW holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.
Can I invest in SIP and Lump Sum of UTI Equity Savings Fund Direct IDCW?
What is the NAV of UTI Equity Savings Fund Direct IDCW?
The NAV of UTI Equity Savings Fund Direct IDCW is ₹13.37 as of 18 May 2022.
