UTI Equity Savings Fund Direct Growth-0.34%

3.70%
1 Year Return
Equity
Arbitrage
3.0star
6M
1Y
All

Fund Details

UTI Equity Savings Fund Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.65%
NAV10.79 (29 Oct 2020)
Fund Started30 Aug 2018
Fund Size182 Cr

Returns

1Y
3Y*
5Y*
Since inception*
UTI Equity Savings Fund Direct Growth
3.7%
NA
NA
3.6%
Category Average
3.1%
3.4%
5.6%
-
Rank within category
14
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    0
    with 3.7% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity9.6%
    Infosys Ltd.TechnologyEquity8.5%
    Housing Development Finance Corpn. Ltd.FinancialEquity7.4%
    Indian BankFinancialST Dep.4.4%
    Grasim Industries Ltd.ConstructionEquity3.6%
    Power Finance Corpn. Ltd.FinancialBonds3.4%
    Axis Bank Ltd.FinancialEquity3.3%
    National Thermal Power Corp. Ltd.EnergyDebenture3.1%
    REC Ltd.FinancialBonds/NCD2.9%
    ICICI Bank Ltd.FinancialEquity2.4%
    See All

    Fund Managers

    addV Srivatsa
    Education
    Mr. Srivatsa is a B.Com (H), Chartered Accountant, CWA. and PGDM from IIM Indore.
    Experience
    Prior to joining UTI in 2002 he has worked with Ford, Rhodes Parks & Co., Chartered Accountants and Madras Cements Ltd.
    Funds Managed
    addSunil Patil
    Education
    Mr. Sunil Patil is an M.Com, MFM and CA LLB-I.
    Experience
    He has been associated with UTI Mutual Fund for close to two decades.
    Funds Managed

    UTI Equity Savings Fund Direct Growth Details

    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.

    Investment Objective

    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.

    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
    04 Sep 2009
    UTI Mutual Fund
    Asset Management Company
    Custodian
    Stock Holding Corp. of India Ltd.
    Registrar & Transfer Agent
    KFin Tech
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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