Stocks
Invest in Stocks
Invest in stocks, ETFs, IPOs with fast orders. Track returns on your stock holdings and view real-time P&L on your positions.
F&O
1M
6M
1Y
3Y
5Y
All
NAV: 03 Nov 2025
₹235.48
Rating
2
Min. SIP amount
₹500
Fund size
₹3,678.43Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (55)
See All
Minimum investment amounts
| Min. for 1st investment | ₹500 |
| Min. for 2nd investment onwards | ₹500 |
| Min. for SIP | ₹500 |
Returns and rankings
Category: Equity ELSS
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 3.7% | 14.0% | 18.7% | 14.3% |
| Category average | 3.4% | 16.9% | 20.4% | NA |
| Rank with in category | 28 | 33 | 28 | NA |
Understand terms
Peer Comparison
| Equity, ELSS funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
SBI ELSS Tax Saver Fund Direct Growth | 5 | 4.5% | 24.3% | 30,419.61 |
HDFC ELSS Tax Saver Fund Direct Plan Growth | 5 | 9.5% | 22.1% | 16,644.54 |
WhiteOak Capital ELSS Tax Saver Fund Direct Growth | 5 | 8.7% | 22.1% | 414.27 |
Quantum ELSS Tax Saver Fund Direct Growth | 4 | 2.8% | 18.0% | 218.39 |
Parag Parikh ELSS Tax Saver Fund Direct Growth | 5 | 6.7% | 17.6% | 5,638.79 |
Expense ratio, exit load and tax
Expense ratio: 0.91%
Inclusive of GST
Exit load
Nil
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
Amit Kumar PremchandaniJun 2025 - PresentView details
Amit Kumar Premchandani
Jun 2025 - Present
View details
Education
Mr. Premchandani is a Chartered Accountant, MBA and CFA degree holder.
Experience
Prior to joining UTI Mutual Fund, he has worked in Deutsche Equities India, JP Morgan and Peerless General Finance and Investment. In UTI he has been associated with Dept. of Securities Research and Dept. of Fund Management for more than 11 years.
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.comPros and cons
Category: Equity ELSS
Pros
1Y annualised returns higher than category average by 0.33%
Exit load is zero
Lower expense ratio: 0.91%
Cons
3Y, 5Y and 10Y annualised returns lower than category average
Lock-in period: 3Y
Low rating: 2
Compare funds
UTI ELSS Tax Saver Fund Direct Growth
VS
Add mutual fund to compare