How to Invest in UTI Equity Savings Fund Direct Growth?

You can easily invest in UTI Equity Savings Fund Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for UTI Equity Savings Fund Direct Growth from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in UTI Equity Savings Fund Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does UTI Equity Savings Fund Direct Growth provide?

The UTI Equity Savings Fund Direct Growth has been there from 30 Aug 2018 and the average annual returns provided by this fund is 12.16% since its inception.

How much expense ratio is charged by UTI Equity Savings Fund Direct Growth?

The term Expense Ratio used for UTI Equity Savings Fund Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of UTI Equity Savings Fund Direct Growth is 0.69% as of 04 Dec 2023...

What is the AUM of UTI Equity Savings Fund Direct Growth?

The AUM, short for Assets Under Management of UTI Equity Savings Fund Direct Growth is ₹296.53Cr as of 04 Dec 2023.

How to Redeem UTI Equity Savings Fund Direct Growth?

If you want to sell your UTI Equity Savings Fund Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of UTI Equity Savings Fund Direct Growth?

You can select either SIP or Lumpsum investment of UTI Equity Savings Fund Direct Growth based on your investment objective and risk tolerance.

What is the NAV of UTI Equity Savings Fund Direct Growth?

The NAV of UTI Equity Savings Fund Direct Growth is ₹16.34 as of 01 Dec 2023.

What is the PE and PB ratio of UTI Equity Savings Fund Direct Growth?

The PE ratio ratio of UTI Equity Savings Fund Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

UTI Equity Savings Fund Direct Growth - NAV, Mutual Fund Performance & Portfolio

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UTI Equity Savings Fund Direct Growth
Hybrid
Equity Savings
Moderate Risk
12.69%
3Y annualised
+0.21% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 01 Dec 2023₹16.34
Min. SIP amount₹500
Rating4
Fund size₹296.53Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Hybrid Equity Savings
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns12.2%12.7%10.4%9.8%
Category average9.6%9.5%8.4%NA
Rank with in category648NA
Understand terms
Holdings (48)NameSectorInstrumentAssets
GOI
SovereignGOI Sec9.9%
Infosys Ltd.
TechnologyEquity7.5%
HDFC Bank Ltd.
FinancialEquity5.9%
Grasim Industries Ltd.
ConstructionEquity5.4%
Kotak Mahindra Bank Ltd.
FinancialEquity4.5%
ICICI Bank Ltd.
FinancialEquity3.9%
GOI
SovereignGOI Sec3.3%
GOI
SovereignGOI Sec3.3%
Maruti Suzuki India Ltd.
AutomobileEquity3.1%
Axis Bank Ltd.
FinancialEquity2.8%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
24 Nov 2023 - Present
0.69%
23 Nov 2023 - 24 Nov 2023
0.69%
22 Nov 2023 - 23 Nov 2023
0.69%
20 Nov 2023 - 22 Nov 2023
0.69%
17 Nov 2023 - 20 Nov 2023
0.69%
16 Nov 2023 - 17 Nov 2023
0.69%
15 Nov 2023 - 16 Nov 2023
0.69%
13 Nov 2023 - 15 Nov 2023
0.69%
10 Nov 2023 - 13 Nov 2023
0.69%
09 Nov 2023 - 10 Nov 2023
0.69%
07 Nov 2023 - 09 Nov 2023
0.69%
06 Nov 2023 - 07 Nov 2023
0.69%
03 Nov 2023 - 06 Nov 2023
0.69%
02 Nov 2023 - 03 Nov 2023
0.69%
01 Nov 2023 - 02 Nov 2023
0.69%
31 Oct 2023 - 01 Nov 2023
0.69%
30 Oct 2023 - 31 Oct 2023
0.69%
27 Oct 2023 - 30 Oct 2023
0.69%
26 Oct 2023 - 27 Oct 2023
0.69%
25 Oct 2023 - 26 Oct 2023
0.69%
23 Oct 2023 - 25 Oct 2023
0.69%
20 Oct 2023 - 23 Oct 2023
0.69%
19 Oct 2023 - 20 Oct 2023
0.69%
18 Oct 2023 - 19 Oct 2023
0.69%
17 Oct 2023 - 18 Oct 2023
0.69%
16 Oct 2023 - 17 Oct 2023
0.69%
13 Oct 2023 - 16 Oct 2023
0.69%
12 Oct 2023 - 13 Oct 2023
0.69%
11 Oct 2023 - 12 Oct 2023
0.69%
10 Oct 2023 - 11 Oct 2023
0.69%
09 Oct 2023 - 10 Oct 2023
0.69%
06 Oct 2023 - 09 Oct 2023
0.69%
05 Oct 2023 - 06 Oct 2023
0.69%
04 Oct 2023 - 05 Oct 2023
0.69%
03 Oct 2023 - 04 Oct 2023
0.69%
30 Sep 2023 - 03 Oct 2023
0.69%
29 Sep 2023 - 30 Sep 2023
0.69%
27 Sep 2023 - 29 Sep 2023
0.69%
26 Sep 2023 - 27 Sep 2023
0.69%
25 Sep 2023 - 26 Sep 2023
0.69%
22 Sep 2023 - 25 Sep 2023
0.69%
21 Sep 2023 - 22 Sep 2023
0.69%
20 Sep 2023 - 21 Sep 2023
0.69%
18 Sep 2023 - 20 Sep 2023
0.69%
15 Sep 2023 - 18 Sep 2023
0.69%
14 Sep 2023 - 15 Sep 2023
0.69%
13 Sep 2023 - 14 Sep 2023
0.69%
12 Sep 2023 - 13 Sep 2023
0.69%
11 Sep 2023 - 12 Sep 2023
0.69%
08 Sep 2023 - 11 Sep 2023
0.69%
07 Sep 2023 - 08 Sep 2023
0.69%
06 Sep 2023 - 07 Sep 2023
0.69%
05 Sep 2023 - 06 Sep 2023
0.69%
04 Sep 2023 - 05 Sep 2023
0.69%
01 Sep 2023 - 04 Sep 2023
0.69%
31 Aug 2023 - 01 Sep 2023
0.69%
31 Jul 2023 - 31 Aug 2023
0.68%
30 Jun 2023 - 31 Jul 2023
0.68%
31 May 2023 - 30 Jun 2023
0.71%
30 Apr 2023 - 31 May 2023
0.70%
31 Mar 2023 - 30 Apr 2023
0.70%
28 Feb 2023 - 31 Mar 2023
0.70%
31 Jan 2023 - 28 Feb 2023
0.68%
31 Dec 2022 - 31 Jan 2023
0.68%
30 Nov 2022 - 31 Dec 2022
0.70%
30 Nov 2022 - 30 Nov 2022
0.70%
30 Nov 2022 - 30 Nov 2022
0.70%
31 Oct 2022 - 30 Nov 2022
0.70%
31 Oct 2022 - 31 Oct 2022
0.70%
31 Oct 2022 - 31 Oct 2022
0.70%
30 Sep 2022 - 31 Oct 2022
0.69%
30 Sep 2022 - 30 Sep 2022
0.69%
30 Sep 2022 - 30 Sep 2022
0.69%
31 Aug 2022 - 30 Sep 2022
0.69%
31 Aug 2022 - 31 Aug 2022
0.69%
31 Jul 2022 - 31 Aug 2022
0.69%
31 Jul 2022 - 31 Jul 2022
0.69%
30 Jun 2022 - 31 Jul 2022
0.69%
30 Jun 2022 - 30 Jun 2022
0.69%
31 May 2022 - 30 Jun 2022
0.67%
31 May 2022 - 31 May 2022
0.67%
30 Apr 2022 - 31 May 2022
0.70%
30 Apr 2022 - 30 Apr 2022
0.70%
31 Mar 2022 - 30 Apr 2022
0.72%
31 Mar 2022 - 31 Mar 2022
0.72%
28 Feb 2022 - 31 Mar 2022
0.70%
28 Feb 2022 - 28 Feb 2022
0.70%
31 Jan 2022 - 28 Feb 2022
0.72%
31 Dec 2021 - 31 Jan 2022
0.70%
30 Nov 2021 - 31 Dec 2021
0.70%
31 Oct 2021 - 30 Nov 2021
0.69%
30 Sep 2021 - 31 Oct 2021
0.71%
31 Aug 2021 - 30 Sep 2021
0.72%
31 Jul 2021 - 31 Aug 2021
0.72%
30 Jun 2021 - 31 Jul 2021
0.70%
31 May 2021 - 30 Jun 2021
0.70%
30 Apr 2021 - 31 May 2021
0.71%
31 Mar 2021 - 30 Apr 2021
0.70%
28 Feb 2021 - 31 Mar 2021
0.70%
31 Jan 2021 - 28 Feb 2021
0.70%
31 Dec 2020 - 31 Jan 2021
0.68%
30 Nov 2020 - 31 Dec 2020
0.68%
31 Oct 2020 - 30 Nov 2020
0.68%
30 Sep 2020 - 31 Oct 2020
0.65%
31 Aug 2020 - 30 Sep 2020
0.65%
31 Jul 2020 - 31 Aug 2020
0.64%
30 Jun 2020 - 31 Jul 2020
0.81%
31 May 2020 - 30 Jun 2020
0.81%
30 Apr 2020 - 31 May 2020
0.81%
31 Mar 2020 - 30 Apr 2020
0.81%
29 Feb 2020 - 31 Mar 2020
0.82%
31 Jan 2020 - 29 Feb 2020
0.82%
31 Dec 2019 - 31 Jan 2020
0.83%
30 Nov 2019 - 31 Dec 2019
0.83%
31 Oct 2019 - 30 Nov 2019
0.83%
30 Sep 2019 - 31 Oct 2019
0.82%
31 Aug 2019 - 30 Sep 2019
0.82%
31 Jul 2019 - 31 Aug 2019
0.82%
30 Jun 2019 - 31 Jul 2019
0.38%
31 May 2019 - 30 Jun 2019
0.38%
30 Apr 2019 - 31 May 2019
0.38%
31 Mar 2019 - 30 Apr 2019
0.38%
28 Feb 2019 - 31 Mar 2019
0.38%
31 Jan 2019 - 28 Feb 2019
0.38%
31 Dec 2018 - 31 Jan 2019
0.38%
30 Nov 2018 - 31 Dec 2018
0.38%
31 Oct 2018 - 30 Nov 2018
0.38%
Expense ratio, exit load and taxExpense ratio: 0.69%Inclusive of GST
Exit loadFor units in excess of 10% of the investment, 1% will be charged for redemption within 12 months.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year. 
Understand terms
Check past data
Minimum investment amountsMin. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500
Fund managementV Srivatsa
Aug 2018 - Present
View details
Education
Mr. Srivatsa is a B.Com (H), Chartered Accountant, CWA. and PGDM from IIM Indore.
Experience
Prior to joining UTI in 2002 he has worked with Ford, Rhodes Parks & Co., Chartered Accountants and Madras Cements Ltd.
Also manages these schemes
UTI Large & Mid Cap Fund Direct Growth
UTI Aggressive Hybrid Fund Direct Fund Growth
UTI Multi Asset Allocation Fund Direct Growth
UTI Retirement Fund Direct
UTI Healthcare Fund Direct Growth
UTI Dual Advantage Fixed Term Fund Series II I (1998 Days) Direct Growth
UTI Capital Protection Oriented Scheme Series VI II (1100 Days) Direct Growth
UTI Dual Advantage Fixed Term Fund Series II III (1998 Days) Direct Growth
UTI Capital Protection Oriented Scheme Series VI III (1098 Days) Direct Growth
UTI Dual Advantage Fixed Term Fund Series II IV (1997 Days) Direct Growth
UTI Capital Protection Oriented Scheme Series VII I (1098 Days) Direct Growth
UTI Dual Advantage Fixed Term Fund Series II V (1997 Days) Direct Growth
UTI Capital Protection Oriented Scheme Series VII II (1281 Days) Direct Growth
UTI Dual Advantage Fixed Term Fund Series III I (1998 Days) Direct Growth
UTI Capital Protection Oriented Scheme Series VII IV (1278 Days) Direct Growth
UTI Capital Protection Oriented Scheme Series VII V (1281 Days) Direct Growth
UTI Dual Advantage Fixed Term Fund Series III II (1278 Days) Direct Growth
UTI Dual Advantage Fixed Term Fund Series III III (1102 Days) Direct Growth
UTI Capital Protection Oriented Scheme Series VIII I (1278 Days) Direct Growth
UTI Dual Advantage Fixed Term Fund Series IV I (1279 Days) Direct Growth
UTI Dual Advantage Fixed Term Fund Series IV II (1278 Days) Direct Growth
UTI Capital Protection Oriented Scheme Series IX I (1467 Days) Direct Growth
UTI Capital Protection Oriented Scheme Series IX II (1462 Days) Direct Growth
UTI Capital Protection Oriented Scheme Series IX III (1389 Days) Direct Growth
UTI Dual Advantage Fixed Term Fund Series V I (1103 Days) Direct Growth
UTI Equity Savings Fund Direct Growth
Sunil Patil
Aug 2018 - Present
View details
Education
Mr. Sunil Patil is an M.Com, MFM and CA LLB-I.
Experience
He joined UTI AMC in October 1989. He has overall 31 years of experience in Primary Market Investment / Dealing and Fund Management.
Also manages these schemes
UTI Medium to Long Duration Fund Direct Growth
UTI Multi Asset Allocation Fund Direct Growth
UTI Children's Career Fund Savings Plan Direct Plan
UTI Unit Linked Insurance Plan Direct
UTI Quarterly Interval Fund Series VII Direct Growth
UTI Monthly Interval Fund Series II Retail Direct Growth
UTI Monthly Interval Fund Series 1 Retail Direct Growth
UTI Quarterly Interval Fund II Direct Growth
UTI Quarterly Interval Fund Series III Direct Growth
UTI Quarterly Interval Fund III Direct Growth
UTI Quarterly Interval Fund I Direct Growth
UTI Half Yearly Interval Fund Series 1 Direct Growth
UTI Annual Interval Fund I Direct Growth
UTI Annual Interval Fund II Direct Growth
UTI Fixed Term Income Fund Series XVII XV (1825 Days) Direct Growth
UTI Fixed Term Income Fund Series XVIII II (1825 Days) Direct Growth
UTI Dual Advantage Fixed Term Fund Series II I (1998 Days) Direct Growth
UTI Fixed Term Income Fund Series XXIII II (1100 Days) Direct Growth
UTI Capital Protection Oriented Scheme Series VI II (1100 Days) Direct Growth
UTI Dual Advantage Fixed Term Fund Series II III (1998 Days) Direct Growth
UTI Fixed Term Income Fund Series XXIII IV (1100 Days) Direct Growth
UTI Capital Protection Oriented Scheme Series VI III (1098 Days) Direct Growth
UTI Fixed Term Income Fund Series XXIII VI (1100 Days) Direct Growth
UTI Fixed Term Income Fund Series XXIII VII (1098 Days) Direct Growth
UTI Fixed Term Income Fund Series XXIII IX (1100 Days) Direct Growth
UTI Dual Advantage Fixed Term Fund Series II IV (1997 Days) Direct Growth
UTI Capital Protection Oriented Scheme Series VII I (1098 Days) Direct Growth
UTI Fixed Term Income Fund Series XXIII XIII (1100 Days) Direct Growth
UTI Dual Advantage Fixed Term Fund Series II V (1997 Days) Direct Growth
UTI Fixed Term Income Fund Series XXIII XV (1176 Days) Direct Growth
UTI Capital Protection Oriented Scheme Series VII II (1281 Days) Direct Growth
UTI Dual Advantage Fixed Term Fund Series III I (1998 Days) Direct Growth
UTI Fixed Term Income Fund Series XXIV V (1132 Days) Direct Growth
UTI Fixed Term Income Fund Series XXIV XI (1098 Days) Direct Growth
UTI Capital Protection Oriented Scheme Series VII IV (1278 Days) Direct Growth
UTI Fixed Term Income Fund Series XXIV XII (1099 Days) Direct Growth
UTI Capital Protection Oriented Scheme Series VII V (1281 Days) Direct Growth
UTI Fixed Term Income Fund Series XXIV XIV (1831 Days) Direct Growth
UTI Fixed Term Income Fund Series XXIV XVII (1098 Days) Direct Growth
UTI Dual Advantage Fixed Term Fund Series III II (1278 Days) Direct Growth
UTI Fixed Term Income Fund Series XXV II (1097 Days) Direct Growth
UTI Dual Advantage Fixed Term Fund Series III III (1102 Days) Direct Growth
UTI Capital Protection Oriented Scheme Series VIII I (1278 Days) Direct Growth
UTI Fixed Term Income Fund Series XXV III (1100 Days) Direct Growth
UTI Fixed Term Income Fund Series XXV VI (1098 Days) Direct Growth
UTI Fixed Term Income Fund Series XXV VII (1097 Days) Direct Growth
UTI Fixed Term Income Fund Series XXV VIII (1100 Days) Direct Growth
UTI Fixed Term Income Fund Series XXV IX (1098 Days) Direct Growth
UTI Dual Advantage Fixed Term Fund Series IV I (1279 Days) Direct Growth
UTI Fixed Term Income Fund Series XXV XI (1211 Days) Direct Growth
UTI Fixed Term Income Fund Series XXVI I (1182 Days) Direct Growth
UTI Dual Advantage Fixed Term Fund Series IV II (1278 Days) Direct Growth
UTI Fixed Term Income Fund Series XXVI V (1160 Days) Direct Growth
UTI Fixed Term Income Fund Series XXVI VI (1146 Days) Direct Growth
UTI Fixed Term Income Fund Series XXVI VII (1140 Days) Direct Growth
UTI Fixed Term Income Fund Series XXVI IX (1113 Days) Direct Growth
UTI Capital Protection Oriented Scheme Series IX I (1467 Days) Direct Growth
UTI Fixed Term Income Fund Series XXVI XII (1096 Days) Direct Growth
UTI Fixed Term Income Fund Series XXVI XIII (1124 Days) Direct Growth
UTI Fixed Term Income Fund Series XXVI XV (1097 Days) Direct Growth
UTI Capital Protection Oriented Scheme Series IX II (1462 Days) Direct Growth
UTI Fixed Term Income Fund Series XXVII I (1113 Days) Direct Growth
UTI Fixed Term Income Fund Series XXVII III (1096 Days) Direct Growth
UTI Fixed Term Income Fund Series XXVII IV (1113 Days) Direct Growth
UTI Capital Protection Oriented Scheme Series IX III (1389 Days) Direct Growth
UTI Fixed Term Income Fund Series XXVII V (1097 Days) Direct Growth
UTI Fixed Term Income Fund Series XXVII VI (1113 Days) Direct Growth
UTI Dual Advantage Fixed Term Fund Series V I (1103 Days) Direct Growth
UTI Fixed Term Income Fund Series XXVII X (1118 Days) Direct Growth
UTI Fixed Term Income Fund Series XXVIII I (1230 Days) Direct Growth
UTI Fixed Term Income Fund Series XXVIII II (1210 Days) Direct Growth
UTI Fixed Term Income Fund Series XXVIII III (1203 Days) Direct Growth
UTI Fixed Term Income Fund Series XXVIII V (1190 Days) Direct Growth
UTI Fixed Term Income Fund Series XXVIII VII (1169 Days) Direct Growth
UTI Fixed Term Income Fund Series XXVIII VIII (1171 Days) Direct Growth
UTI Fixed Term Income Fund Series XXVIII X (1153 Days) Direct Growth
UTI Fixed Term Income Fund Series XXVIII XIII (1134 Days) Direct Growth
UTI Fixed Term Income Fund Series XXVIII XIV (1147 Days) Direct Growth
UTI Fixed Term Income Fund Series XXIX I (1134 Days) Direct Growth
UTI Fixed Term Income Fund Series XXIX II (1118 Days) Direct Growth
UTI Fixed Term Income Fund Series XXIX III (1131 Days) Direct Growth
UTI Fixed Term Income Fund Series XXIX VII (1135 Days) Direct Growth
UTI Fixed Term Income Fund Series XXIX VIII (1127 Days) Direct Growth
UTI Fixed Term Income Fund Series XXIX IX (1109 Days) Direct Growth
UTI Fixed Term Income Fund Series XXIX XI (1112 Days) Direct Growth
UTI Fixed Term Income Fund Series XXIX XIII (1122 Days) Direct Growth
UTI Fixed Term Income Fund Series XXIX XIV (1131 Days) Direct Growth
UTI Corporate Bond Fund Direct Growth
UTI Equity Savings Fund Direct Growth
UTI Fixed Term Income Fund Series XXX I (1104 Days) Direct Growth
UTI Fixed Term Income Fund Series XXX II (1107 Days) Direct Growth
UTI Fixed Term Income Fund Series XXX III (1106 Days) Direct Growth
UTI Fixed Term Income Fund Series XXX IV (1125 Days) Direct Growth
UTI Fixed Term Income Fund Series XXX V (1135 Days) Direct Growth
UTI Fixed Term Income Fund Series XXX VI (1107 Days) Direct Growth
UTI Fixed Term Income Fund Series XXX IX (1266 Days) Direct Growth
UTI Fixed Term Income Fund Series XXX XI (1246 Days) Direct Growth
UTI Fixed Term Income Fund Series XXX XII (1254 Days) Direct Growth
UTI Fixed Term Income Fund Series XXX XIII (1224 Days) Direct Growth
UTI Fixed Term Income Fund Series XXX XIV (1209 Days) Direct Growth
UTI Fixed Term Income Fund Series XXX XV (1223 Days) Direct Growth
UTI Fixed Term Income Fund Series XXXI II (1222 Days) Direct Growth
UTI Fixed Term Income Fund Series XXXI III (1174 Days) Direct Growth
UTI Fixed Term Income Fund Series XXXI IV (1204 Days) Direct Growth
UTI Fixed Term Income Fund Series XXXI V (1174 Days) Direct Growth
UTI Fixed Term Income Fund Series XXXI VI (1167 Days) Direct Growth
UTI Fixed Term Income Fund Series XXXI VII (1155 Days) Direct Growth
UTI Fixed Term Income Fund Series XXXI VIII (1153 Days) Direct Growth
UTI Fixed Term Income Fund Series XXXI IX (1168 Days) Direct Growth
UTI Fixed Term Income Fund Series XXXI X (1168 Days) Direct Growth
UTI Fixed Term Income Fund Series XXXI XI (1169 Days) Direct Growth
UTI Fixed Term Income Fund Series XXXI XII (1148 Days) Direct Growth
UTI Fixed Term Income Fund Series XXXI XIII (1127 Days) Direct Growth
UTI Fixed Term Income Fund Series XXXIII I (1135 Days) Direct Growth
UTI Fixed Term Income Fund Series XXXV I (1260 Days) Direct Growth
UTI Fixed Term Income Fund Series XXXV II (1223 Days) Direct Growth
UTI CRISIL SDL Maturity April 2033 Index Fund Direct Growth
UTI CRISIL SDL Maturity June 2027 Index Fund Direct Growth
UTI Fixed Term Income Fund Series XXXV III (1176 Days) Direct Growth
UTI Nifty SDL Plus AAA PSU Bond Apr 2026 75:25 Index Fund Direct Growth
UTI Fixed Term Income Fund Series XXXVI I (1574 Days) Direct Growth
UTI Nifty SDL Plus AAA PSU Bond Apr 2028 75:25 Index Fund Direct Growth
UTI Long Duration Fund Direct Growth
Deepesh Agarwal
May 2022 - Present
View details
Education
Mr. Agarwal is B.Com, C.A and CFA.
Experience
Prior to joining UTI Mutual Fund, he has worked with Ambit Capital, Hexaware Technologies, Mahajan & Aibara and MVK Associates.
Also manages these schemes
UTI Nifty 50 Index Fund Direct Growth
UTI Arbitrage Fund Direct Growth
UTI Nifty Next 50 Index Fund Direct Growth
UTI Corporate Bond Fund Direct Growth
UTI Equity Savings Fund Direct Growth
UTI Small Cap Fund Direct Growth
UTI Focused Fund Direct Growth
UTI Balanced Advantage Fund Direct Growth
UTI Innovation Fund Direct Growth
Fund house & investment objective
UTI Mutual Fund
Rank (total assets)#8 in India
Total AUM₹2,58,722.96Cr
Date of Incorporation14 Nov 2002
 UTI Equity Savings Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 14 Nov 2002. V Srivatsa, Sunil Patil is the Current Fund Manager of UTI Equity Savings Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹2,58,723 Cr and the Latest NAV as of 01 Dec 2023 is ₹16.34.
The UTI Equity Savings Fund Direct Growth is rated Moderate risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹5,000. For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months.
;
Investment ObjectiveThe Scheme seeks to provide capital appreciation and income distribution to the investors using arbitrage opportunities, investment in equity / equity related instruments and debt / money market instruments.
;
Fund benchmarkCRISIL Equity Saving Index
Scheme Information Document(SID)
Fund house contact details
Address
UTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
Phone
0263 2296993
Launch Date
14 Nov 2002
E-mail
NA
Website
www.utimf.com
UTI Mutual Fund
Asset Management Company
Custodian
Stock Holding Corp. of India Ltd.
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]
Website
www.karvymfs.com
Compare funds
UTI Equity Savings Fund Direct Growth
VS
Add mutual fund to compare

	1Y	3Y	5Y	All
Fund returns	12.2%	12.7%	10.4%	9.8%
Category average	9.6%	9.5%	8.4%	NA
Rank with in category	6	4	8	NA

Name	Sector	Instrument	Assets
GOI	Sovereign	GOI Sec	9.9%
Infosys Ltd.	Technology	Equity	7.5%
HDFC Bank Ltd.	Financial	Equity	5.9%
Grasim Industries Ltd.	Construction	Equity	5.4%
Kotak Mahindra Bank Ltd.	Financial	Equity	4.5%
ICICI Bank Ltd.	Financial	Equity	3.9%
GOI	Sovereign	GOI Sec	3.3%
GOI	Sovereign	GOI Sec	3.3%
Maruti Suzuki India Ltd.	Automobile	Equity	3.1%
Axis Bank Ltd.	Financial	Equity	2.8%

Rank (total assets)	#8 in India
Total AUM	₹2,58,722.96Cr

Date of Incorporation	14 Nov 2002

Fund benchmark	CRISIL Equity Saving Index

Vaishnavi Tech Park, 3rd & 4th Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
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Min. for 1st investment	₹5,000
Min. for 2nd investment onwards	₹1,000

Rating	4
Fund size	₹296.53Cr

UTI Equity Savings Fund Direct Growth

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (48)

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 0.69%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

V SrivatsaAug 2018 - PresentView details

Sunil PatilAug 2018 - PresentView details

Deepesh AgarwalMay 2022 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

V Srivatsa
Aug 2018 - Present
View details

Sunil Patil
Aug 2018 - Present
View details

Deepesh Agarwal
May 2022 - Present
View details