Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
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.

Summary

Latest details for UTI Energy Fund Growth include a ₹ NAV as of Apr 23,2026 and returns since inception of --%. Minimum investments start at SIP ₹500. The UTI Energy Fund Growth AUM is ₹164 Cr, with a lock-in of N/A years, expense ratio of 2.92%, and benchmark BSE Sensex. Exit load is - 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.. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 1.33% and a category best of 23.39%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.001.3323.39
6M0.001.7895.07
1Y0.005.76265.59
3Y0.0014.02335.86

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.

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 FundInvesco India Business Cycle Fund Growth0841.07 CR2.25
This FundMotilal Oswal Digital India Fund Growth0654.74 CR2.37
This FundKotak Rural Opportunities Fund Growth0759.93 CR2.32
This FundICICI Prudential PSU Equity Fund Growth01798.21 CR2.1
This FundNippon India Taiwan Equity Fund Growth3599.16 CR2.36
Fund Name1Y3Y
This FundInvesco India Business Cycle Fund Growth15.83260
This FundMotilal Oswal Digital India Fund Growth0.37710
This FundKotak Rural Opportunities Fund Growth00
This FundICICI Prudential PSU Equity Fund Growth10.7949112.0188
This FundNippon India Taiwan Equity Fund Growth260.5585318.1066

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 : %
Returns of UTI Energy 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 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