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UTI Equity Savings Fund Growth Return

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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)

₹821 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

Summary

UTI Equity Savings Fund Growth NAV is ₹18.6234 as of 25 May, 2026. UTI Equity Savings Fund Growth has delivered 30.04% returns since its launch. The minimum SIP investment amount in UTI Equity Savings Fund Growth is ₹500. The AUM of UTI Equity Savings Fund Growth is ₹821 Cr. The expense ratio of the fund is 1.72%, and its benchmark is CRISIL Equity Savings Index. The current exit load of the fund 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 last 1M months, UTI Equity Savings Fund Growth has delivered -1.49% returns.

UTI Equity Savings Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-1.49-0.27126.02
6M-1.021.50126.02
1Y2.514.66126.02
3Y9.1515.20126.02

Portfolio Analysis

  • Equity: 67.05%
  • Debt: 27.01%
  • Others
As on: 2026-04-30
View allocation % by

1. AXIS BANK LTD.5.19%
2. HDFC BANK LIMITED4.01%
3. KOTAK MAHINDRA BANK LTD.2.89%
4. ICICI BANK LTD2.19%
5. INDUSIND BANK0.99%

1. MAHINDRA & MAHINDRA LTD.3.43%
2. MARUTI SUZUKI INDIA LTD.2.56%

1. TATA CONSULTANCY SERVICES LTD.1.54%
2. INFOSYS LTD.1.28%
3. HCL TECHNOLOGIES LTD.1.07%
4. WIPRO LIMITED1.02%

1. STATE BANK OF INDIA3.38%

1. BHARTI AIRTEL LTD.3.36%

1. GRASIM INDUSTRIES LTD.3.24%

1. BAJAJ FINANCE LTD.2.12%
2. SHRIRAM FINANCE LTD0.98%

1. SBI LIFE INSURANCE COMPANY LTD1.16%
2. LIC OF INDIA0.98%
3. HDFC LIFE INSURANCE COMPANY LI0.60%

1. NMDC LTD.1.35%
2. COAL INDIA LTD.0.88%
3. VEDANTA LTD0.38%

1. LARSEN & TOUBRO LTD.2.46%

1. JSW STEEL LTD.1.52%
2. TATA STEEL LTD.0.60%
3. VEDANTA IRON AND STEEL LTD.0.17%

1. AUROBINDO PHARMA LTD.1.02%
2. DR REDDYS LABORATORIES LTD.0.57%
3. CIPLA LTD.0.56%

1. RELIANCE INDUSTRIES LTD.1.91%
2. BHARAT PETROLEUM CORPN LTD.0.21%

1. POWER GRID CORPORATION OF INDI1.84%

1. NTPC LTD.0.95%
2. TATA POWER COMPANY LTD.0.81%

1. ITC LTD.1.38%

1. HERO MOTOCORP LTD.0.75%
2. EICHER MOTORS LTD0.46%
3. BAJAJ AUTO LTD.0.11%

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 ₹821 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
DSP Equity Savings Fund Growth53541.41 CR1.94
Baroda BNP Paribas Equity Savings Fund Growth1280.83 CR2.47
UTI Equity Savings Fund Growth4820.5 CR1.72
Nippon India Equity Savings Fund - Segregated Portfolio 1 Growth0775.75 CR
Fund Name1Y3Y
This FundDSP Equity Savings Fund Growth1.663329.756
This FundBaroda BNP Paribas Equity Savings Fund Growth3.498729.8386
This FundUTI Equity Savings Fund Growth2.505330.0399
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 : -1.49%
  • 6 Months : -1.02%
  • 1 Year : 2.51%
  • 3 Years : 9.15%
Returns of UTI Equity Savings Fund Growth are updated daily based on NAV of ₹ 18.6234 as on May 22,2026. Since inception, the return has been 30.04%.

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 ₹821 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.