Return
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- 6M
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This Fund:
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹5000
AUM (Fund size)
₹835 Cr
Lock In Period
N/A
Expense Ratio
1.65
Benchmark
CRISIL Equity Savings Index
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.
Summary
Latest details for UTI Equity Savings Fund Growth include a ₹18.4208 NAV as of Mar 20,2026 and returns since inception of 32.88%. Minimum investments start at SIP ₹500. The UTI Equity Savings Fund Growth AUM is ₹835 Cr, with a lock-in of N/A years, expense ratio of 1.65%, and benchmark CRISIL Equity Savings Index. Exit load is - 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.. In the growth review for 1M Month/Year, the fund recorded -3.25% returns, against a category average of -2.24% and a category best of 126.02%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -3.25 | -2.24 | 126.02 |
| 6M | -0.18 | -0.09 | 126.02 |
| 1Y | 4.89 | 3.55 | 126.02 |
| 3Y | 9.94 | 12.20 | 126.02 |
Portfolio Analysis
- Equity: 65.45%
- Debt: 26.80%
- Others
As on: 2026-02-28
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About Fund
UTI Equity Savings Fund Growth managed by UTI Mutual Fund,is a Equity Savingsscheme with Assets Under Management of ₹835 Crore. The fund benchmarks its performance against the CRISIL Equity Savings Index while maintaining an expense ratio of 1.65. 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundTata Equity Savings Fund - Growth | 2 | 284.62 CR | 1.15 |
| This FundDSP Equity Savings Fund Growth | 5 | 3758.43 CR | 1.5 |
| This FundUTI Equity Savings Fund Growth | 3 | 835.41 CR | 1.65 |
| This FundNippon India Equity Savings Fund - Segregated Portfolio 1 Growth | 0 | 775.75 CR |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundTata Equity Savings Fund - Growth | 6.8817 | 32.5526 |
| This FundDSP Equity Savings Fund Growth | 3.9023 | 32.5732 |
| This FundUTI Equity Savings Fund Growth | 4.8946 | 32.8822 |
| This FundNippon India Equity Savings Fund - Segregated Portfolio 1 Growth | 125.9965 | 125.9965 |
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 1.65. 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 : -3.25%
- 6 Months : -0.18%
- 1 Year : 4.89%
- 3 Years : 9.94%
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 ₹835 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.
Min Inv Amount: ₹500