Fund Details
UTI Equity Savings Fund Direct IDCW Monthly
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.70% |
| NAV | ₹12.17 (13 Apr 2021) |
|---|---|
| Fund Started | 30 Aug 2018 |
| Fund Size | ₹181 Cr |
Returns
Comparison
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Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Infosys Ltd. | Technology | Equity | 8.6% |
| Reliance Industries Ltd. | Energy | Equity | 8.4% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 8.3% |
| Grasim Industries Ltd. | Construction | Equity | 5.9% |
| Axis Bank Ltd. | Financial | Equity | 5.2% |
| Indian Bank | Financial | ST Dep. | 4.4% |
| Power Finance Corpn. Ltd. | Financial | Bonds | 3.4% |
| ICICI Bank Ltd. | Financial | Equity | 3.3% |
| State Bank of India | Financial | Equity | 3.2% |
| HDFC Bank Ltd. | Financial | Equity | 3.1% |
Fund Managers
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.
