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Invest in direct mutual funds at zero charges via lump sump investments or SIPs
1M
6M
All
NAV: 19 Dec 2025
₹10.83
Rating
NA
Min. SIP amount
₹500
Fund size
₹1,863.27Cr
Returns calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (79)
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Minimum investment amounts
| Min. for 1st investment | ₹1,000 |
| Min. for 2nd investment onwards | ₹1,000 |
| Min. for SIP | ₹500 |
Returns and rankings
Category: Equity Thematic
Absolute returns
| 1M | 3M | 6M | All | |
|---|---|---|---|---|
| Fund returns | -1.1% | 0.2% | 1.7% | 8.1% |
| Category average | NA | NA | NA | NA |
| Rank with in category | NA | 10 | 10 | NA |
Understand terms
Expense ratio, exit load and tax
Expense ratio: 0.35%
Inclusive of GST
Exit load
1% for redemption within 90 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
Sharwan Kumar GoyalJan 2025 - PresentView details
Sharwan Kumar Goyal
Jan 2025 - Present
View details
Education
Mr.Goyal is B.Com, CFA and MMS.
Experience
He began his career with UTI in June 2006 and has 15 years of overall experience in Risk / Fund management. Presently he is working as Equity Fund Manager.
Also manages these schemes
Deepesh AgarwalJan 2025 - PresentView details
Deepesh Agarwal
Jan 2025 - Present
View details
Education
Mr. Agarwal is B.Com, C.A and CFA.
Experience
Prior to joining UTI Mutual Fund, he has worked with Ambit Capital, Hexaware Technologies, Mahajan & Aibara and MVK Associates.
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
UTI Quant Fund Direct Growth
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