| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.65% |
| NAV | ₹10.78 (30 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 Dividend Monthly 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 Dividend Monthly fund.The fund currently has an Asset Under Management(AUM) of ₹182 Cr and the Latest NAV as of 30 Oct 2020 is ₹10.78.
The UTI Equity Savings Fund Direct Dividend Monthly 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.