| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.65% |
| NAV | ₹10.79 (29 Oct 2020) |
|---|---|
| Fund Started | 30 Aug 2018 |
| Fund Size | ₹182 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | Equity | 9.6% |
| Infosys Ltd. | Technology | Equity | 8.5% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 7.4% |
| Indian Bank | Financial | ST Dep. | 4.4% |
| Grasim Industries Ltd. | Construction | Equity | 3.6% |
| Power Finance Corpn. Ltd. | Financial | Bonds | 3.4% |
| Axis Bank Ltd. | Financial | Equity | 3.3% |
| National Thermal Power Corp. Ltd. | Energy | Debenture | 3.1% |
| REC Ltd. | Financial | Bonds/NCD | 2.9% |
| ICICI Bank Ltd. | Financial | Equity | 2.4% |
UTI Equity Savings Fund Direct Growth is a Equity Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 30 Aug 2018. V Srivatsa, Sunil Patil is the Current Fund Manager of UTI Equity Savings Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹182 Cr and the Latest NAV as of 29 Oct 2020 is ₹10.79.
The UTI Equity Savings Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months.
The Scheme seeks to provide capital appreciation and income distribution to the investors using arbitrage opportunities, investment in equity / equity related instruments and debt / money market instruments.