UTI Energy Fund Growth Return

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

Showing Funds Performance since Sep 07, 2020

UTI Energy Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹164 Cr

Lock In Period

N/A

Expense Ratio

2.92

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.

Benchmark

BSE Sensex

UTI Energy Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.000.8510.13
6M0.002.3489.99
1Y0.004.87157.07
3Y0.0014.50299.60

Portfolio Analysis

  • Equity:
  • Debt:
  • Others
As on:
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About Fund UTI Energy Fund Growth

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
Bank of India Business Cycle Fund Growth0457.56 CR2.57
DSP Banking & Financial Services Fund Growth01870.92 CR2.22
Mahindra Manulife Innovation Opportunities Fund Growth0205.55 CR2.55
HDFC Defence Fund Growth510529.25 CR1.8
Nippon India Taiwan Equity Fund Growth31256.27 CR2.6
Fund Name1Y3Y
This FundBank of India Business Cycle Fund Growth1.18030
This FundDSP Banking & Financial Services Fund Growth9.2540
This FundMahindra Manulife Innovation Opportunities Fund Growth00
This FundHDFC Defence Fund Growth13.5039183.2066
This FundNippon India Taiwan Equity Fund Growth153.5861283.3494

UTI Energy Fund Growth 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.