Open Demat Account
English
✕
Login Dashboard
  1. Home
  2. Mutual Funds
37891
23411
UTI-Equity Savings Fund - Direct Growth
10.89
6.78
12.20
-1.04
-0.75
-0.80
-1.28
9.77
  • NAV

    18.33

    as on 28 Feb 2025

  • ₹-0.12 (-0.66%)

    Last Change

  • 10.89%

    3Y CAGR returns

  • ₹

    Min SIP

  • ₹ 5000

    Min Lumpsum

  • 0.59%

    Expense Ratio
  • Rating

  • 650 Cr

    Fund Size

  • 6 Years

    Fund Age
SIP One-Time

SIP Calculator

SIP One-Time
₹ ₹
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
₹
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Returns and Ranks ( as on 28 Feb 2025 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 6.78%
  • 10.89%
  • 12.20%
  • 9.77
By Holding By Sector By Asset
10.31%
7.29%
5.72%
4.85%
4.58%
67.25%
View all Holdings
  • 2.60Alpha
  • 1.34SD
  • 0.36Beta
  • 0.86Sharpe
  • Exit Load
  • Redemption / Switch out within 30 days from the date of allotment - 1.00% Redemption / Switch out after 30 days from the date of allotment - NIL
  • Tax implication
  • Equity:- Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year.
    Debt:- Returns are taxed as per your Income Tax slab.
    Hybrid:-Returns are taxed as per your Income Tax slab.
The investment objective of the Scheme is to provide capital appreciation and income distribution to the investors using arbitrage opportunities, investment in equity / equity related instruments and debt / money market instruments. However, there is no assurance or guarantee that the investment objective of the Scheme would be achieved.

V Srivatsa

Low Low to
moderate Moderate Moderately
High High Very
High
  • Fund Name
View all schemes

UTI Mutual Fund

  • AUM :
  • 352,592Cr
  • Address :
  • UTI Towers, Gn Block,Bandra Kurla Complex,Bandra (East), Mumbai 400 051
  • Contact :
  • +91022 66786666
  • Email ID :
  • service@uti.co.in
23411
  • Fund Name
Mutual Fund by Category
Equity Debt Hybrid

Large Cap

  • Fund Name
View all funds

Mid Cap

Multi Cap

ELSS

Focused

Sectoral / Thematic

Small Cap

Dividend Yield

Ultra Short Duration

Liquid Mutual

Gilt Mutual

Long Duration

Overnight Mutual

Floater Mutual

Arbitrage Mutual

Equity Savings Mutual

Aggressive Hybrid Mutual

FAQs

You can invest in UTI-Equity Savings Fund - Direct Growth in a quick and simple process. Follow the below steps

  1. Login to your 5paisa account, Go to the Mutual Funds section.
  2. Search for UTI-Equity Savings Fund - Direct Growth in the search box.
  3. Click on "Start SIP" if you wish to do a SIP or click on "One-time" if you wish to invest a lumpsum amount then click on "Invest Now"

UTI-Equity Savings Fund - Direct Growth has delivered 10.76% since inception

The NAV of UTI-Equity Savings Fund - Direct Growth is ₹18.2078 as of 28 Feb 2025

The expense ratio of UTI-Equity Savings Fund - Direct Growth is % as of 28 Feb 2025

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on "Redeem all units

The AUM of UTI-Equity Savings Fund - Direct Growth 361.72 CR as of 28 Feb 2025

The minimum SIP amount of UTI-Equity Savings Fund - Direct Growth is

The top stock holdings of UTI-Equity Savings Fund - Direct Growth are

  1. GSEC2030 - 10.31%
  2. Gsec2029 - 7.29%
  3. HDFC Bank - 5.72%
  4. Infosys - 4.85%
  5. Net CA & Others - 4.58%

The top sectors UTI-Equity Savings Fund - Direct Growth has invested in are

  1. Debt - 24.37%
  2. Banks - 22.14%
  3. Cash & Others - 7.9%
  4. IT-Software - 7.86%
  5. Automobiles - 6.8%

  1. Step 1: Visit the fund house website
  2. Step 2: Log in to your account by adding Folio No. and M-Pin
  3. Step 3: Click on Widhrawal > Redemption
  4. Step 4: Select UTI-Equity Savings Fund - Direct Growth in Scheme, enter the redemption amount, and click on submit button.

Yes, You can select both SIP or Lumpsum investment of UTI-Equity Savings Fund - Direct Growth based on your investment objective and risk tolerance

Open Free Demat Account

Be a part of 5paisa community - The first listed discount broker of India.

+91
Resend OTP

By proceeding, you agree to all T&C*

footer_form