Return

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  • 6M
  • 1Y
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  • 5Y
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹137 Cr

Lock In Period

N/A

Expense Ratio

2.39

Benchmark

BSE 200

Exit Load

For period of holding less than 1 year the exit load charge is 1% of applicable NAV.For period of holding greater than or equal to 1 year the exit load charge is nil.

Summary

Latest details for UTI Contra Fund Growth include a ₹ NAV as of Apr 23,2026 and returns since inception of --%. Minimum investments start at SIP ₹500. The UTI Contra Fund Growth AUM is ₹137 Cr, with a lock-in of N/A years, expense ratio of 2.39%, and benchmark BSE 200. Exit load is - For period of holding less than 1 year the exit load charge is 1% of applicable NAV.For period of holding greater than or equal to 1 year the exit load charge is nil.. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of -0.66% and a category best of 13.98%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.00-0.6613.98
6M0.001.1064.49
1Y0.004.11137.57
3Y0.0011.90202.94

Portfolio Analysis

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About Fund

UTI Contra Fund Growth managed by UTI Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹137 Crore. The fund benchmarks its performance against the BSE 200 while maintaining an expense ratio of 2.39. Under the expert guidance of Kaushik Basu ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Kaushik Basu

Mr. Kaushik is a Commerce Graduate and holds CAIIB, ICWA and LLB degree. Since August 2005, he has been associated with Dept. of funds management. Prior to this, he had worked with Dept. of Dealing and with Kolkatta Regional Office.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundHSBC Mid Cap Fund - OLD Growth01082.16 CR2.27
This FundEdelweiss Multi Cap Fund Growth02846.76 CR1.92
This FundSundaram Emerging Small Cap - Series III Growth0299.68 CR1.35
Fund Name1Y3Y
This FundHSBC Mid Cap Fund - OLD Growth-4.49140
This FundEdelweiss Multi Cap Fund Growth7.50650
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

FAQs

UTI Contra Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of UTI Contra Fund Growth is 2.39. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

UTI Contra Fund Growth’s fund performance is as follows:
  • 1 Month : %
  • 6 Months : %
  • 1 Year : %
  • 3 Years : %
Returns of UTI Contra Fund Growth are updated daily based on NAV of ₹ as on undefined NaN,NaN. Since inception, the return has been 0.00%.

You can invest in UTI Contra Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of UTI Contra Fund Growth is ₹137 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in UTI Contra Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500