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UTI Equity Savings Fund Regular - Growth

Hybrid Equity Savings

PLAN: GROWTH TYPE : OPEN-ENDED OPTION: Growth

5 Yrs CAGR returns

NA

NAV as on 25 Nov

₹ 10.05 by 0.05 ( -0.29%)

Expense ratio

1.53

Exit load

1%

Fund Size (Cr)

₹ 341.68


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Performance Graph*
Returns Calculator
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If ₹5000 invested for 1

Estimated returns*

₹ 0

with % annual returns

Direct Funds
Estimated amount
₹ 10,27,000
Regular Funds
Estimated amount
₹ 9,91,000

* The calculator, based on assumed rate of returns, is meant for illustration purposes only.More

The calculations are not based on any judgments of the future return and should not be construed as promise on minimum returns. Information gathered and material used in this calculator is believed to be from reliable sources. Paisabazaar however does not warrant the accuracy, reasonableness and/or completeness of any such information. While utmost care has been exercised while preparing the calculator, Paisabazaar does not warrant the completeness or guarantee that the achieved computations are flawless and/or accurate and disclaims all liabilities, losses and damages arising out of the use or in respect of anything done in reliance of the calculator.

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.

Tax Implications

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

riskometer
Top Holdings
Top 10 Sectors %
Financial 44.87
Energy 14.05
Health Care 7.91
Technology 7.61
FMCG 6.2
Others 4.54
Services 3.31
Construction 3.25
Chemicals 2.99
Automobile 2.15
Top 10 Sectors %
Crude Oil & Natural Gas 7.23
Housing Finance 7
Banking 5.61
Computer Software 5.38
Banking 4.77
Others 4.54
Banking 3.74
Tobacco Prod. 3.71
Banking 3.35
Inorganic Chem. 2.99
Fund house details
Fund House UTI Mutual Fund
Fund Manager Kamal Gada
Fund Setup Date 10 Aug 2018
Address UTI Tower, 'GN' Block, Bandra-Kurla Complex, Bandra (East),
Contact 022- 6678 6666, 66786354/ 1800 22 1230
Email ID invest@uti.co.in