UTI Equity Savings Fund Direct Growth+0.02%

3Groww
4.61%
1 Year Return
Equity
Arbitrage
3.0 star
6M
1Y
All

Fund Details

UTI Equity Savings Fund Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.82%
NAV10.34 (17 Oct 2019)
Fund Started30 Aug 2018
Fund Size276 Cr

Returns

1Y
3Y*
5Y*
Since inception*
UTI Equity Savings Fund Direct Growth
4.6%
NA
NA
2.6%
Category Average
3.0%
5.6%
NA
-
Rank within category
15
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    30
    with 4.6% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    Aurobindo Pharma Ltd.HealthcareEquity2.0%
    Adani Enterprises Ltd.ServicesEquity1.3%
    Biocon Ltd.HealthcareEquity1.0%
    Bharti Airtel Ltd.CommunicationEquity0.9%
    Bank Of BarodaFinancialEquity0.8%
    Apollo Tyres Ltd.AutomobileEquity0.6%
    CESC Ltd.EnergyEquity0.6%
    Cadila Healthcare Ltd.HealthcareEquity0.5%
    Dabur India Ltd.FMCGEquity0.2%
    Power Grid Corporation of India Ltd.EnergyBonds0.1%
    See All

    Fund Managers

    Other Details

    UTI Equity Savings Fund Direct Growth is a Equity Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was introduced to investors on 30 Aug 2018. V Srivatsa, Sunil Patil is the Current Fund Manager of UTI Equity Savings Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹276 Cr and the Latest NAV as of 17 Oct 2019 is ₹10.34.

    The UTI Equity Savings Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months..

    Investment Objective

    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.

    Tax Implications

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months.
    Exit Load

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    About Axis Mutual Fund

    Address
    Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai 400025
    Phone
    022-43255161
    Launch Date
    03 Sep 2009
    UTI Mutual Fund
    Asset Management Company
    Custodian
    Stock Holding Corp. of India Ltd.
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
    Enter investment amount
    + ₹1,000
    + ₹5,000
    + ₹10,000
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