| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.81% |
| NAV | ₹10.56 (05 Aug 2020) |
|---|---|
| Fund Started | 30 Aug 2018 |
| Fund Size | ₹194 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | Equity | 8.1% |
| Punjab National Bank | Financial | ST Dep. | 7.7% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 7.7% |
| Infosys Ltd. | Technology | Equity | 7.2% |
| Punjab National Bank | Financial | ST Dep. | 5.2% |
| Power Finance Corpn. Ltd. | Financial | Bonds | 3.2% |
| Axis Bank Ltd. | Financial | Equity | 3.0% |
| Bharti Airtel Ltd. | Communication | Equity | 3.0% |
| UPL Ltd. | Chemicals | Equity | 2.9% |
| National Thermal Power Corp. Ltd. | Energy | Debenture | 2.9% |
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 ₹194 Cr and the Latest NAV as of 05 Aug 2020 is ₹10.56.
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 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. However, there is no assurance or guarantee that the investment objective of the Scheme would be achieved.