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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)

₹788 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 ₹18.6989 NAV as of Apr 30,2026 and returns since inception of 31.53%. Minimum investments start at SIP ₹500. The UTI Equity Savings Fund Growth AUM is ₹788 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 2.83% returns, against a category average of 2.41% and a category best of 126.02%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.832.41126.02
6M0.071.35126.02
1Y3.815.51126.02
3Y9.5715.49126.02

Portfolio Analysis

  • Equity: 66.10%
  • Debt: 26.09%
  • Others
As on: 2026-03-31
View allocation % by

1. AXIS BANK LTD.5.86%
2. HDFC BANK LIMITED4.16%
3. KOTAK MAHINDRA BANK LTD.2.77%
4. ICICI BANK LTD2.18%
5. INDUSIND BANK0.84%

1. MAHINDRA & MAHINDRA LTD.3.41%
2. MARUTI SUZUKI INDIA LTD.2.46%

1. TATA CONSULTANCY SERVICES LTD.1.52%
2. INFOSYS LTD.1.41%
3. HCL TECHNOLOGIES LTD.1.29%
4. WIPRO LIMITED0.99%

1. BHARTI AIRTEL LTD.3.31%

1. STATE BANK OF INDIA3.22%

1. GRASIM INDUSTRIES LTD.3.09%

1. NMDC LTD.1.19%
2. VEDANTA LTD0.96%
3. COAL INDIA LTD.0.93%

1. BAJAJ FINANCE LTD.1.89%
2. SHRIRAM FINANCE LTD0.95%

1. SBI LIFE INSURANCE COMPANY LTD1.18%
2. LIC OF INDIA0.93%
3. HDFC LIFE INSURANCE COMPANY LI0.63%

1. RELIANCE INDUSTRIES LTD.1.95%
2. BHARAT PETROLEUM CORPN LTD.0.41%

1. LARSEN & TOUBRO LTD.2.23%

1. AUROBINDO PHARMA LTD.0.99%
2. DR REDDYS LABORATORIES LTD.0.56%
3. CIPLA LTD.0.54%

1. JSW STEEL LTD.1.40%
2. TATA STEEL LTD.0.57%

1. POWER GRID CORPORATION OF INDI1.78%

1. NTPC LTD.0.97%
2. TATA POWER COMPANY LTD.0.72%

1. ITC LTD.1.32%

1. HERO MOTOCORP LTD.0.78%
2. EICHER MOTORS LTD0.44%
3. BAJAJ AUTO LTD.0.10%

About Fund

UTI Equity Savings Fund Growth managed by UTI Mutual Fund,is a Equity Savingsscheme with Assets Under Management of ₹788 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.

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
This FundAxis Equity Savings Fund Growth1849.73 CR2.3
This FundBaroda BNP Paribas Equity Savings Fund Growth1268.37 CR2.5
This FundUTI Equity Savings Fund Growth3788.05 CR1.65
This FundNippon India Equity Savings Fund - Segregated Portfolio 1 Growth0775.75 CR
Fund Name1Y3Y
This FundAxis Equity Savings Fund Growth2.943931.338
This FundBaroda BNP Paribas Equity Savings Fund Growth5.356731.4988
This FundUTI Equity Savings Fund Growth3.812431.5277
This FundNippon India Equity Savings Fund - Segregated Portfolio 1 Growth125.9965125.9965

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 : 2.83%
  • 6 Months : 0.07%
  • 1 Year : 3.81%
  • 3 Years : 9.57%
Returns of UTI Equity Savings Fund Growth are updated daily based on NAV of ₹ 18.6989 as on Apr 30,2026. Since inception, the return has been 31.53%.

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 ₹788 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