Return
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This Fund:
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BankFD:
Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹5000
AUM (Fund size)
₹164 Cr
Lock In Period
N/A
Expense Ratio
2.92
Benchmark
BSE Sensex
Exit Load
If exited less than one year, the exit load will be 1.00% and the exit load will be Nil, if exited greater than or equal to one year.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
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Portfolio Analysis
- Equity:
- Debt:
- Others
As on:
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About Fund
UTI Energy Fund Growth managed by UTI Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹164 Crore. The fund benchmarks its performance against the BSE Sensex while maintaining an expense ratio of 2.92. 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.
Peer Comparison
FAQs
UTI Energy 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 Energy Fund Growth is 2.92. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
UTI Energy Fund Growth’s fund performance is as follows:
- 1 Month : %
- 6 Months : %
- 1 Year : %
- 3 Years : %
You can invest in UTI Energy 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 Energy Fund Growth is ₹164 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in UTI Energy 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