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F&O
1M
6M
1Y
3Y
5Y
All
NAV: 17 Nov 2025
₹290.36
Rating
4
Min. SIP amount
Not Supported
Fund size
₹1,124.88Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (42)
See All
Minimum investment amounts
| Min. for 1st investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
Returns and rankings
Category: Equity Sectoral
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 4.1% | 24.0% | 17.5% | 14.8% |
| Category average | 5.7% | 22.6% | 17.3% | NA |
| Rank with in category | 19 | 4 | 7 | NA |
Understand terms
Expense ratio, exit load and tax
Expense ratio: 2.26%
Inclusive of GST
Exit load
Exit load of 1% if redeemed within 30 days.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Understand terms
Check past data
Fund management
Kamal GadaMay 2022 - PresentView details
Kamal Gada
May 2022 - Present
View details
Education
Mr. Gada is B.com, CA, CS, & CFA
Experience
Prior to joining UTI Mutual Fund he has worked with BPCL as Senior Accounts Officer.
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
UTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
Phone
0263 2296993
Launch Date
14 Nov 2002
E-mail
NAWebsite
www.utimf.com
UTI Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]Website
www.karvymfs.comCompare funds
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