VS
V SrivatsaFund Manager Since 30 Aug 2018
AllocationEquity Savings
UTI Equity Savings Fund Direct Growth
3Y Annualised
9.89%
-0.11% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
1.04%
-0.11% 1D
Benchmark
SBI Nifty 10 yr Benchmark G-Sec ETF
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
7 years 4 months
NIFTY 50
7 years 7 months
FD
9 years 7 months
Fund info
Fund size
₹822.88 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹5000
Exit load
0.01%
Redemption / Switch out within 30 daysfrom the date of allotment 1.00%Redemption / Switch out after 30 daysfrom the date of allotment NIL
Risk Profile
Moderately High risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
HSBC Equity Savings Direct Plan Growth Plan
2.88%
2nd
HSBC Equity Savings Direct Plan Quarterly Payout of Income Distribution cum Cap Wrdl
2.88%
3rd
HSBC Equity Savings Direct Plan Quarterly Reinvestment of Income Distribution cum Cap Wrdl
2.88%
4th
HSBC Equity Savings Quarterly Payout of Income Distribution cum Cap Wrdl
2.81%
5th
HSBC Equity Savings Quarterly Reinvestment of Income Distribution cum Cap Wrdl
2.81%
136th
UTI Equity Savings Fund Direct Growth
1.04%
Fund Managers
SP
Sunil PatilFund Manager Since 30 Aug 2018
About UTI Equity Savings Fund Direct Growth
UTI Equity Savings Fund Direct Growth is a Allocation mutual fund scheme from UTI Asset Management Co Ltd. This fund has been in existence for 7 years, having been launched on 2018-08-30. UTI Equity Savings Fund Direct Growth has ₹822.88 Cr worth of assets under management (AUM) as of Mon Jun 22 2026. The latest Net Asset Value (NAV) of UTI Equity Savings Fund Direct Growth as of Fri Jun 19 2026 is ₹20.1773. The fund has an expense ratio of 0.76%, which is medium comparable to most other Allocation funds.
UTI Equity Savings Fund Direct Growth returns for the last 1 year are 4.45%. Since launch, it has delivered 9.41% average annual returns.
The UTI Equity Savings Fund Direct Growth has the majority of its money invested in null, Financial Services, Communication Services, Basic Materials, Consumer Cyclical sectors.
Top 5 Holdings of UTI Equity Savings Fund Direct Growth.
- 7.32% Govt Stock 2030: 8.09%
- 7.04% Govt Stock 2029: 5.74%
- Axis Bank Ltd: 5.25%
- 6.01% Govt Stock 2030: 4.75%
- Future on Axis Bank Ltd: 3.86%
AMC Information
| Name | UTI Asset Management Co Ltd |
|---|---|
| Founding Date | 2018-08-30 |
| pms_care@uti.co.in | |
| Phone | +91-22-6678 6666 |
| Website | https://www.utiwms.com |
| Address | PMS Division, UTI - Tower, “Gn” Block, Bandra Kurla Complex, Mumbai- 400051 |
Tax Implications of UTI Equity Savings Fund Direct Growth
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
