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(%)
1M0.000.4611.74
6M0.002.6120.41
1Y0.005.0935.75
3Y0.0014.97111.01

Portfolio Analysis

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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
NJ Momentum Fund Growth00 CR
JioBlackRock Sector Rotation Fund - Growth00 CR
Baroda BNP Paribas Energy Opportunities Fund Growth0645 CR2.67
ICICI Prudential Transportation and Logistics Fund Growth23,951 CR2.06
HDFC Transportation and Logistics Fund Growth01,955 CR2.15
Fund Name1Y3Y
This FundNJ Momentum Fund Growth00
This FundJioBlackRock Sector Rotation Fund - Growth00
This FundBaroda BNP Paribas Energy Opportunities Fund Growth3.61570
This FundICICI Prudential Transportation and Logistics Fund Growth16.464694.1077
This FundHDFC Transportation and Logistics Fund Growth17.1843103.6785

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.