Home>Mutual Funds>UTI Mutual Fund>UTI Equity Savings Fund Direct IDCW Monthly
shareSHARE

UTI Equity Savings Fund Direct IDCW Monthly-1.56%

24.46%
1 Year Return
Equity
Equity Savings
6M
1Y
All

Fund Details

UTI Equity Savings Fund Direct IDCW Monthly

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.70%
NAV₹12.17 (13 Apr 2021)
Fund Started30 Aug 2018
Fund Size181 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
24.5%
-
-
1.2%
Category Average
23.1%
6.4%
7.9%
-
Rank Within Category
11
-
-
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Would have become
0
with 24.5% returns per annum

Comparison

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

Top Holdings

NameSectorInstrument% Assets
Infosys Ltd.TechnologyEquity8.6%
Reliance Industries Ltd.EnergyEquity8.4%
Housing Development Finance Corpn. Ltd.FinancialEquity8.3%
Grasim Industries Ltd.ConstructionEquity5.9%
Axis Bank Ltd.FinancialEquity5.2%
Indian BankFinancialST Dep.4.4%
Power Finance Corpn. Ltd.FinancialBonds3.4%
ICICI Bank Ltd.FinancialEquity3.3%
State Bank of IndiaFinancialEquity3.2%
HDFC Bank Ltd.FinancialEquity3.1%
See All

Fund Managers

V Srivatsa
keyboard_arrow_down
Sunil Patil
keyboard_arrow_down

UTI Equity Savings Fund Direct IDCW Monthly Details

UTI Equity Savings Fund Direct IDCW Monthly is a Equity Mutual Fund Scheme launched by UTI 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 IDCW Monthly fund.The fund currently has an Asset Under Management(AUM) of ₹181 Cr and the Latest NAV as of 13 Apr 2021 is ₹12.17.

The UTI Equity Savings Fund Direct IDCW 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.

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

Compare Funds

UTI Equity Savings Fund Direct IDCW Monthly
VS
search

About UTI Mutual Fund

Address
UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East) Mumbai 400051
Phone
022-66786666
Launch Date
01 Feb 2003
Website
NA
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,
Loading...
Similar Funds
ⓒ 2016-2021 Groww. All rights reserved, Built with in India