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UTI Equity Savings Fund Growth Return

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  • 1Y
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  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

UTI Equity Savings Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹823 Cr

Lock In Period

N/A

Expense Ratio

1.72

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(%)
1M1.510.84126.02
6M-1.261.90126.02
1Y2.934.72126.02
3Y8.5714.99126.02

Portfolio Analysis

  • Equity: 65.38%
  • Debt: 28.62%
  • Others
As on: 2026-05-31
View allocation % by

1. AXIS BANK LTD.5.25%
2. HDFC BANK LIMITED3.86%
3. KOTAK MAHINDRA BANK LTD.2.88%
4. ICICI BANK LTD2.17%
5. INDUSIND BANK0.98%

1. MAHINDRA & MAHINDRA LTD.3.36%
2. MARUTI SUZUKI INDIA LTD.2.51%

1. TATA CONSULTANCY SERVICES LTD.1.40%
2. INFOSYS LTD.1.25%
3. HCL TECHNOLOGIES LTD.1.05%
4. WIPRO LIMITED1.03%

1. BHARTI AIRTEL LTD.3.63%

1. GRASIM INDUSTRIES LTD.3.61%

1. STATE BANK OF INDIA3.04%

1. BAJAJ FINANCE LTD.2.05%
2. SHRIRAM FINANCE LTD0.99%

1. SBI LIFE INSURANCE COMPANY LTD1.16%
2. LIC OF INDIA1.00%
3. HDFC LIFE INSURANCE COMPANY LI0.61%

1. LARSEN & TOUBRO LTD.2.49%

1. NMDC LTD.1.31%
2. COAL INDIA LTD.0.83%
3. VEDANTA LTD0.28%

1. AUROBINDO PHARMA LTD.1.03%
2. CIPLA LTD.0.59%
3. DR REDDYS LABORATORIES LTD.0.56%

1. JSW STEEL LTD.1.53%
2. TATA STEEL LTD.0.34%
3. VEDANTA IRON AND STEEL LTD.0.17%

1. RELIANCE INDUSTRIES LTD.1.76%

1. NTPC LTD.0.92%
2. TATA POWER COMPANY LTD.0.77%

1. POWER GRID CORPORATION OF INDI1.49%

1. ITC LTD.1.26%

1. HERO MOTOCORP LTD.0.72%
2. EICHER MOTORS LTD0.46%

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 ₹823 Crore. The fund benchmarks its performance against the CRISIL Equity Savings Index while maintaining an expense ratio of 1.72. 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
HDFC Equity Savings Fund - Growth35643.76 CR1.85
DSP Equity Savings Fund Growth53478.25 CR1.7
UTI Equity Savings Fund Growth4822.88 CR1.72
Nippon India Equity Savings Fund - Segregated Portfolio 1 Growth0775.75 CR
Fund Name1Y3Y
This FundHDFC Equity Savings Fund - Growth2.192627.5428
This FundDSP Equity Savings Fund Growth2.595327.8352
This FundUTI Equity Savings Fund Growth2.926827.9648
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 1.72. 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 : 1.51%
  • 6 Months : -1.26%
  • 1 Year : 2.93%
  • 3 Years : 8.57%
Returns of UTI Equity Savings Fund Growth are updated daily based on NAV of ₹ 18.897 as on Jul 03,2026. Since inception, the return has been 27.96%.

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 ₹823 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.