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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹3,175 Cr

Lock In Period

3 Years

Expense Ratio

1.91

Benchmark

NIfty 500 Total Return

Exit Load

Nil

Summary

Latest details for UTI ELSS Tax Saver Fund Growth include a ₹199.7772 NAV as of Apr 22,2026 and returns since inception of 47.43%. Minimum investments start at SIP ₹500. The UTI ELSS Tax Saver Fund Growth AUM is ₹3,175 Cr, with a lock-in of 3 Years years, expense ratio of 1.91%, and benchmark NIfty 500 Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 7.48% returns, against a category average of 1.85% and a category best of 12.01%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M7.481.8512.01
6M-4.552.0020.20
1Y1.896.0736.07
3Y13.8115.85102.68

Portfolio Analysis

  • Equity: 98.88%
  • Debt: 1.12%
  • Others
As on: 2026-03-31
View allocation % by

1. HDFC BANK LIMITED8.20%
2. ICICI BANK LTD6.65%
3. AXIS BANK LTD.4.21%
4. KOTAK MAHINDRA BANK LTD.3.90%
5. FEDERAL BANK LTD.0.86%

1. INFOSYS LTD.3.35%
2. TECH MAHINDRA LTD.1.96%
3. HCL TECHNOLOGIES LTD.1.61%
4. MPHASIS LTD1.29%
5. COFORGE LTD1.05%
6. FRACTAL ANALYTICS LTD0.52%

1. BHARTI AIRTEL LTD.4.49%

1. MAHINDRA & MAHINDRA LTD.2.33%
2. MARUTI SUZUKI INDIA LTD.1.94%

1. BAJAJ FINANCE LTD.2.65%
2. CHOLAMANDALAM INVESTMENT & FIN1.28%

1. RELIANCE INDUSTRIES LTD.3.07%
2. BHARAT PETROLEUM CORPN LTD.0.71%

1. AJANTA PHARMA LTD.1.79%
2. SUN PHARMACEUTICALS INDUSTRIES1.52%

1. STATE BANK OF INDIA2.35%
2. BANK OF BARODA0.70%

1. PHOENIX MILLS LTD1.71%
2. BRIGADE ENTERPRISES LTD.1.27%

1. ASTER DM HEALTHCARE LTD1.69%
2. METROPOLIS HEALTHCARE LTD0.82%

1. BHARAT ELECTRONICS LTD.1.33%
2. HINDUSTAN AERONAUTICS LTD1.10%

1. TATA STEEL LTD.2.36%

1. INFO-EDGE (INDIA) LTD.1.52%
2. INDIAMART INTERMESH LTD0.71%

1. ETERNAL LIMITED1.08%
2. SWIGGY LTD0.82%

1. KAJARIA CERAMICS LTD.0.94%
2. CERA SANITARYWARE LTD.0.82%

1. JUBILANT FOODWORKS LTD.1.50%
2. UNITED FOODBRANDS LTD0.22%

1. GODREJ CONSUMER PRODUCTS LTD0.93%
2. EMAMI LTD.0.74%

1. CROMPTON GREAVES CONSUMER ELEC1.55%

1. ICICI LOMBARD GENERAL INSURANC1.54%

1. EICHER MOTORS LTD1.39%

1. TUBE INVESTMENTS OF INDIA LTD1.39%

1. COAL INDIA LTD.1.38%

1. POWER GRID CORPORATION OF INDI1.31%

1. AVENUE SUPERMARTS LTD.1.25%

1. POLYCAB INDIA LTD1.19%

1. NTPC LTD.1.17%

1. MAHANAGAR GAS LTD.1.17%

1. HDFC LIFE INSURANCE COMPANY LI1.12%

1. TATA CONSUMER PRODUCTS LTD1.12%

1. ENDURANCE TECHNOLOGIES LTD1.05%

1. VARUN BEVERAGES LTD1.03%

1. HAVELLS INDIA LTD.1.01%

About Fund

UTI ELSS Tax Saver Fund Growth managed by UTI Mutual Fund,is a Tax Saving (ELSS) Fundsscheme with Assets Under Management of ₹3,175 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 1.91. Under the expert guidance of Amit Premchandani ,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

Amit Premchandani

Mr. Amit Premchandani holds PGDM from IIM Indore and CFA charter from CFA Institute, USA. He has completed CA from ICAI. He graduated in Bachelor of Commerce in 2001 from Heramba Chandra College, Kolkata. He began his career in April 2003, after completing his CA, he joined Peerless Finance as a research analyst in the equity team. Post MBA, he joined JP Morgan in 2006, where he covered the Banking/Financial sector initially in the Global Research Centre and later moved to cover Indian Financials in JP Morgan, India. In April 2008, he joined Deutsche Securities in the role of an Associate Analyst covering Financials.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundSundaram Value Fund Growth21212.5 CR2.3
This FundMahindra Manulife ELSS Tax Saver Fund Growth2827.84 CR2.24
This FundUTI ELSS Tax Saver Fund Growth13174.58 CR1.91
This FundMotilal Oswal ELSS Tax Saver Fund Growth43968.68 CR1.84
Fund Name1Y3Y
This FundSundaram Value Fund Growth2.897944.6534
This FundMahindra Manulife ELSS Tax Saver Fund Growth1.700846.2813
This FundUTI ELSS Tax Saver Fund Growth1.89447.4324
This FundMotilal Oswal ELSS Tax Saver Fund Growth12.738795.5854

FAQs

UTI ELSS Tax Saver 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 ELSS Tax Saver Fund Growth is 1.91. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

UTI ELSS Tax Saver Fund Growth’s fund performance is as follows:
  • 1 Month : 7.48%
  • 6 Months : -4.55%
  • 1 Year : 1.89%
  • 3 Years : 13.81%
Returns of UTI ELSS Tax Saver Fund Growth are updated daily based on NAV of ₹ 199.7772 as on Apr 22,2026. Since inception, the return has been 47.43%.

You can invest in UTI ELSS Tax Saver 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 ELSS Tax Saver Fund Growth is ₹3,175 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in UTI ELSS Tax Saver 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