UTI Equity Savings Fund Growth Return

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This Fund:
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BankFD:

Showing Funds Performance since Sep 07, 2020

UTI Equity Savings Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹853 Cr

Lock In Period

N/A

Expense Ratio

2.03

Exit Load

Redemption / Switch out within 30 days from the date of allotment - 1.00%Redemption / Switch out after 30 days from the date of allotment - NIL.

Benchmark

CRISIL Equity Savings Index

UTI Equity Savings Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.830.58126.02
6M-0.512.43126.02
1Y4.995.64126.02
3Y8.2013.86126.02

Portfolio Analysis

  • Equity: 65.83%
  • Debt: 27.18%
  • Others
As on: 2026-06-30
View allocation % by

1. AXIS BANK LTD.5.47%
2. HDFC BANK LIMITED4.17%
3. KOTAK MAHINDRA BANK LTD.3.23%
4. ICICI BANK LTD2.42%
5. INDUSIND BANK0.96%

1. MAHINDRA & MAHINDRA LTD.3.66%
2. MARUTI SUZUKI INDIA LTD.2.61%

1. BHARTI AIRTEL LTD.3.64%

1. TATA CONSULTANCY SERVICES LTD.1.00%
2. INFOSYS LTD.0.99%
3. HCL TECHNOLOGIES LTD.0.83%
4. WIPRO LIMITED0.79%

1. GRASIM INDUSTRIES LTD.3.56%

1. BAJAJ FINANCE LTD.2.30%
2. SHRIRAM FINANCE LTD1.05%

1. STATE BANK OF INDIA3.27%

1. LARSEN & TOUBRO LTD.2.44%

1. AUROBINDO PHARMA LTD.1.10%
2. CIPLA LTD.0.68%
3. DR REDDYS LABORATORIES LTD.0.56%

1. SBI LIFE INSURANCE COMPANY LTD1.08%
2. LIC OF INDIA1.07%
3. HDFC LIFE INSURANCE COMPANY LI0.08%

1. NMDC LTD.1.23%
2. COAL INDIA LTD.0.76%

1. JSW STEEL LTD.1.42%
2. TATA STEEL LTD.0.29%
3. VEDANTA IRON AND STEEL LTD.0.05%

1. RELIANCE INDUSTRIES LTD.1.57%

1. NTPC LTD.0.82%
2. TATA POWER COMPANY LTD.0.74%

1. INDUS TOWERS LIMITED1.32%

1. POWER GRID CORPORATION OF INDI1.32%

1. ITC LTD.1.21%

1. INTERGLOBE AVIATION LTD1.03%
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About Fund UTI Equity Savings Fund Growth

UTI Equity Savings Fund Growth managed by UTI Mutual Fund,is a Equity Savingsscheme with Assets Under Management of ₹853 Crore. The fund benchmarks its performance against the CRISIL Equity Savings Index while maintaining an expense ratio of 2.03. Under the expert guidance of V Srivatsa ,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

V Srivatsa

Mr. V Srivatsa has done B.Com, CA, ICMA, PGDM. He has been with UTI AMC since 2002. He has around 4 years of experience in the Equity Securities Research handling variety of sectors. Last 4 years in the fund management as fund manager for offshore funds. He is looking after fund management of Hybrid Schemes as an adhoc arrangement and report to Head of Fixed Income. Prior to joining UTI AMC, he has worked with Ford, Rhodes Parks & Co., Chartered Accountants for 3 years and as Officer-Audit in Madras Cements Ltd.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
DSP Equity Savings Fund Growth53,464 CR1.96
Aditya Birla Sun Life Equity Savings Fund Growth21,123 CR1.66
UTI Equity Savings Fund Growth4853 CR2.03
Nippon India Equity Savings Fund - Segregated Portfolio 1 Growth0775 CR
Fund Name1Y3Y
This FundDSP Equity Savings Fund Growth2.964625.7491
This FundAditya Birla Sun Life Equity Savings Fund Growth6.295326.3866
This FundUTI Equity Savings Fund Growth4.985226.6719
This FundNippon India Equity Savings Fund - Segregated Portfolio 1 Growth125.9965125.9965

UTI Equity Savings Fund Growth FAQs

UTI Equity Savings 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 Equity Savings Fund Growth is 2.03. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

UTI Equity Savings Fund Growth’s fund performance is as follows:
  • 1 Month : 0.83%
  • 6 Months : -0.51%
  • 1 Year : 4.99%
  • 3 Years : 8.20%
Returns of UTI Equity Savings Fund Growth are updated daily based on NAV of ₹ 19.039 as on Aug 12,2026. Since inception, the return has been 26.67%.

You can invest in UTI Equity Savings 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 Equity Savings Fund Growth is ₹853 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in UTI Equity Savings Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.