Uti Equity Savings Fund Regular Plan Growth

16.64
NAV (Apr 26,2024)

Introducing the UTI Equity Savings Fund - Regular Plan - Growth, a smart investment option for growth-oriented investors. With an expense ratio of 1.54% and a current PE ratio of 27.14, this fund offers great potential for returns. With a minimum investment requirement of ₹5000 and no lock-in period, it provides flexibility to investors. Established on August 30, 2018, this fund has an AUM of ₹331.11 crore, making it a trusted choice for wealth creation.

Uti Equity Savings Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Uti Equity Savings Fund Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    27.27
  • P/B Ratio
    UM_URBAN_MONEY

    4.18
  • Alpha
    UM_URBAN_MONEY

    0
  • Beta
    UM_URBAN_MONEY

    0
  • Sharpe
    UM_URBAN_MONEY

    0.23
  • Sortino
    UM_URBAN_MONEY

    0.42

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.54%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

340.78 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹5000.00

Scheme Riskometer

Investors understand that their principal will be at
Moderate

Investment Return Calculator

as on Apr 28, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,332.92 (3.33%)11,034.2 (10.34%)11,764.54 (17.65%)13,929.86 (39.30%)16,351.76 (63.52%)
30,998.76 (3.33%)33,102.6 (10.34%)35,293.62 (17.65%)41,789.58 (39.30%)49,055.28 (63.52%)
51,664.6 (3.33%)55,171 (10.34%)58,822.7 (17.65%)69,649.3 (39.30%)81,758.8 (63.52%)
82,663.36 (3.33%)88,273.6 (10.34%)94,116.32 (17.65%)1,11,438.88 (39.30%)1,30,814.08 (63.52%)
1,03,329.2 (3.33%)1,10,342 (10.34%)1,17,645.4 (17.65%)1,39,298.6 (39.30%)1,63,517.6 (63.52%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • GSEC MAT11.86%
  • NET CURRENT ASSETS9.21%
  • EQ INFOSYS LTD6.45%
  • EQ GRASIM INDUSTRIES LTD6.22%
  • EQ HDFC BANK LIMITED5.58%
  • EQ KOTAK MAHINDRA BANK LTD5.18%
  • EQ ICICI BANK LTD4.69%
  • EQ MARUTI SUZUKI INDIA LTD3.47%
  • EQ AXIS BANK LTD3.37%
  • GS MAT2.93%
  • EQ SBI LIFE INSURANCE COMPANY LTD2.60%
  • EQ JSW STEEL LTD2.40%
  • EQ RELIANCE INDUSTRIES LTD2.14%
  • EQ HCL TECHNOLOGIES LTD1.87%
  • EQ LARSEN & TOUBRO LTD1.84%
  • EQ MAHINDRA & MAHINDRA LTD1.81%
  • EQ INDUSIND BANK1.75%
  • DAYS T BILL1.71%
  • EQ HINDALCO INDUSTRIES LTD1.68%
  • EQ NMDC LTD1.49%
  • NCD REC LTD1.48%
  • NCD SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA1.46%
  • NCD INDIAN RAILWAY FINANCE CORPORATION LIMITED1.46%
  • NCD POWER FINANCE CORPORATION LTD1.46%
  • EQ BAJAJ FINSERV LTD1.45%
  • EQ ITC LTD1.39%
  • EQ BHARTI AIRTEL LTD1.11%
  • EQ HINDUSTAN UNILEVER LTD1.08%
  • EQ INTERGLOBE AVIATION LTD1.00%
  • EQ OIL & NATURAL GAS CORPORATION0.98%
  • STOCK HOLDING CORPN OF INDIA LTD STD MARGIN0.88%
  • EQ AUROBINDO PHARMA LTD0.77%
  • EQ POWER GRID CORPORATION OF INDI0.72%
  • EQ STATE BANK OF INDIA0.71%
  • EQ TATA MOTORS DVR0.62%
  • EQ TATA CONSULTANCY SERVICES LTD0.58%
  • EQ GAIL INDIA LTD0.53%
  • EQ HERO MOTOCORP LTD0.50%
  • EQ COAL INDIA LTD0.45%
  • EQ NTPC LTD0.43%
  • CLEARING CORPORATION OF INDIA LTD STD MARGIN0.39%
  • EQ DLF LTD0.39%
  • EQ RTS PP BHARTI AIRTEL LTD0.34%
  • EQ CIPLA LTD0.34%
  • EQ BAJAJ AUTO LTD0.34%
  • EQ EICHER MOTORS LTD0.32%
  • EQ DR REDDYS LABORATORIES LTD0.24%
  • EQT PP GRASIM INDS LTD0.18%
  • EQ DABUR INDIA LTD0.17%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

HSBC Equity Savings Fund - Regular Plan - GrowthHSBC Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

12.00%

HDFC Equity Savings Fund - GrowthHDFC Equity Savings Fund - Growth

HYBRID

Moderately High

10.20%

Axis Equity Saver Fund - Regular Plan - GrowthAxis Equity Saver Fund - Regular Plan - Growth

HYBRID

Moderately High

9.28%

SBI Equity Savings Fund - Regular Plan - GrowthSBI Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

9.07%

Baroda BNP Paribas Equity Savings Fund - Regular Plan - GrowthBaroda BNP Paribas Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

7.52%

Union Equity Savings Fund - Regular Plan - GrowthUnion Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

6.94%

Nippon India Equity Savings Fund - GrowthNippon India Equity Savings Fund - Growth

HYBRID

Moderate

6.75%

Franklin India Equity Savings Fund - GrowthFranklin India Equity Savings Fund - Growth

HYBRID

Low to Moderate

6.28%

Aditya Birla Sun Life Equity Savings Fund - Regular Plan - GrowthAditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

4.63%

ICICI Prudential Equity Savings Fund - CumulativeICICI Prudential Equity Savings Fund - Cumulative

HYBRID

Moderate

4.53%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Sundaram Equity Savings Fund - GrowthSundaram Equity Savings Fund - Growth

HYBRID

Moderately High

21.47%

Invesco India Equity Savings Fund - Regular Plan - GrowthInvesco India Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

20.63%

Mahindra Manulife Equity Savings Fund - Regular Plan - GrowthMahindra Manulife Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

17.92%

Kotak Equity Savings Fund - GrowthKotak Equity Savings Fund - Growth

HYBRID

Moderately High

17.54%

Edelweiss Equity Savings Fund - Regular Plan - GrowthEdelweiss Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

16.81%

Mirae Asset Equity Savings Fund - Regular Plan - GrowthMirae Asset Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

16.37%

Tata Equity Savings Fund - Regular Plan - GrowthTata Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

15.70%

DSP Equity Savings Fund - Regular Plan - GrowthDSP Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

12.67%

Aditya Birla Sun Life Equity Savings Fund - Regular Plan - GrowthAditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

12.57%

Nippon India Equity Savings Fund - GrowthNippon India Equity Savings Fund - Growth

HYBRID

Moderate

12.16%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Sundaram Equity Savings Fund - GrowthSundaram Equity Savings Fund - Growth

HYBRID

Moderately High

13.04%

SBI Equity Savings Fund - Regular Plan - GrowthSBI Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

10.79%

Mirae Asset Equity Savings Fund - Regular Plan - GrowthMirae Asset Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

10.57%

Mahindra Manulife Equity Savings Fund - Regular Plan - GrowthMahindra Manulife Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

10.53%

Edelweiss Equity Savings Fund - Regular Plan - GrowthEdelweiss Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

9.84%

Tata Equity Savings Fund - Regular Plan - GrowthTata Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

9.31%

Nippon India Equity Savings Fund - GrowthNippon India Equity Savings Fund - Growth

HYBRID

Moderate

9.25%

Franklin India Equity Savings Fund - GrowthFranklin India Equity Savings Fund - Growth

HYBRID

Low to Moderate

9.24%

DSP Equity Savings Fund - Regular Plan - GrowthDSP Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

9.18%

Invesco India Equity Savings Fund - Regular Plan - GrowthInvesco India Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

9.10%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

SBI Equity Savings Fund - Regular Plan - GrowthSBI Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

11.06%

HSBC Equity Savings Fund - Regular Plan - GrowthHSBC Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

10.66%

Kotak Equity Savings Fund - GrowthKotak Equity Savings Fund - Growth

HYBRID

Moderately High

10.60%

HDFC Equity Savings Fund - GrowthHDFC Equity Savings Fund - Growth

HYBRID

Moderately High

10.40%

Axis Equity Saver Fund - Regular Plan - GrowthAxis Equity Saver Fund - Regular Plan - Growth

HYBRID

Moderately High

9.36%

Aditya Birla Sun Life Equity Savings Fund - Regular Plan - GrowthAditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

8.54%

Union Equity Savings Fund - Regular Plan - GrowthUnion Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

8.32%

ICICI Prudential Equity Savings Fund - CumulativeICICI Prudential Equity Savings Fund - Cumulative

HYBRID

Moderate

8.03%

Franklin India Equity Savings Fund - GrowthFranklin India Equity Savings Fund - Growth

HYBRID

Low to Moderate

7.98%

Nippon India Equity Savings Fund - GrowthNippon India Equity Savings Fund - Growth

HYBRID

Moderate

3.00%

Fund Managers

VS

Mr. V. SrivatsaFund Manager (Offshore

He has 3 years of experience in the Equity Securities Research handling variety of sectors. Last two 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 reports to Head of Fixed Income.

SP

Shri Sunil PatilFund Manager

Shri Sunil Patil joined UTI AMC in October 1989.He has 16 years of experience in Primary Market Investment and Dealing and 7 years of experience in Fund Management.

Get your latest Credit Score, FREE

Compare with similar Funds

UTI Equity Savings Fund - Regular Plan - Growth

vs

UTI Equity Savings Fund - Regular Plan - Growth

vs

UTI Equity Savings Fund - Regular Plan - Growth

vs

UTI Equity Savings Fund - Regular Plan - Growth

vs

UTI Equity Savings Fund - Regular Plan - Growth

vs

UTI Equity Savings Fund - Regular Plan - Growth

vs

UTI Equity Savings Fund - Regular Plan - Growth

vs

UTI Equity Savings Fund - Regular Plan - Growth

vs

UTI Equity Savings Fund - Regular Plan - Growth

vs

UTI Equity Savings Fund - Regular Plan - Growth

vs

Mutual Funds Calculator

Mutual Funds Guide

Get in-depth knowledge about all things related to Mutual Funds and your finances

Mar 12, 2024

International Mutual Funds

\International mutual funds are hidden gems in investment. These ideally allow you to invest in different countries, empowering you to diversify the portfolio across various economies, currencies, and sectors. Internatio

Feb 29, 2024

​​10 Best SIP Plans for Rs. 1000

The need for disciplined and strategic investment is becoming increasingly apparent as the financial industry develops and changes. Investing in your future has never been easier or more accessible than with the 10 best

Feb 29, 2024

How to Invest in SIP

Mutual funds are the new piggy banks. Everyone looking to multiply their wealth via mutual funds ponders over one perennial question – how to invest in a SIP? While it might sound very complex and tedious, it actua

Feb 29, 2024

Best Investment Plan for 1 Year

 For those seeking relatively quick returns or managing financial goals within a limited timeframe, mutual funds could make a substantial difference. Mutual funds, essentially pools of money managed by professionals, pro

Feb 29, 2024

How to stop a Mutual Fund SIP?

Investing in mutual funds through a Systematic Investment Plan (SIP) is a widely embraced strategy for those looking to gradually build wealth with disciplined and consistent contributions. However, life’s uncertai

Feb 29, 2024

Withdrawing from Mutual Funds

When it comes to managing your investments, mutual funds are a popular choice for those looking to expand their portfolio and earn steady returns. However, there may come a time when you need to withdraw money from your

Feb 29, 2024

Flexi Cap Fund

Are you tired of the same old mutual funds that limit your investment options and returns? Do you want to explore the full potential of the stock market and invest in the best companies across all sizes and sectors? If y

Feb 29, 2024

STCG Tax on Mutual Fund

As an investor in mutual funds, you may be aware of the various benefits they offer, such as diversification, professional management, and liquidity. But do you also know about the tax implications of your mutual fund in

Feb 29, 2024

Conservative Hybrid Funds

A conservative hybrid fund is known as a low-risk investment option. The name gives you a fair idea of a conservative hybrid fund’s associated risk, offering a unique combination of safety, stability, and potential

Feb 29, 2024

Fund of Funds (FOFs)

Are you looking for a way to diversify your investments and access a variety of funds with different strategies and asset classes? If yes, then you might want to consider Fund of Funds (FOFs) as an option. FOFs are mutua

Feb 28, 2024

Expense Ratios: Calculations, Components, and Investment Impact

The expense ratio is one of the most critical yet often overlooked aspects of investing in mutual funds and ETFs. Whether you’re a seasoned investor or just starting to dip your toes into finance, understanding thi

Feb 28, 2024

Total Expense Ratio (TER)

The Total Expense Ratio (TER) is a significant indicator of the expenses associated with overseeing and running an investment fund, like a mutual fund or Exchange-Traded Fund (ETF). Calculated as a percentage of the fund

Feb 14, 2024

Indexation in Mutual Funds

‘Indexation’ is a pivotal term for investors during decision-making. It is also considered vital to reduce tax liabilities associated with investments, especially in debt mutual funds. Although calculating In

Feb 13, 2024

Yield to Maturity

Yield to Maturity (YTM) stands out as a pivotal concept among investors. It’s a term that often bounces around in financial discussions, yet its understanding remains elusive to many. Whether you’re a novice

Feb 07, 2024

What is Arbitrage Fund

Arbitrage funds are a type of investment strategy. I.e., the funds generate income by simultaneously buying and selling securities in various markets for different prices. As exploiting the price differences between the

Urban Money