Get access to more insightful information
By signing up to Upstox today
UTI Equity Savings Fund Direct growth
Hybrid • Equity Savings • Direct growth
Average credit rating
AAA (Highest)
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Equity Savings
Direct growth
Launched On
30 Aug 2018
7.1 years ago
Lock-in Period
No lock-in
NAV
as of 09 Oct 2025
₹19.66
+0.188% (0.10)
AUM
₹709 Cr
Expense ratio
0.66%
Benchmark
Crisil Equity Savings Index
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 30D
1%
If units sold after 30D
0%
What's in this fund?
Credit Rating
Sectors
Holdings
Financial Services
Basic Materials
Consumer Cyclical
Technology
Energy
Fund House
UTI
Inc: 19 Sep 1986 • Total AUM: ₹2,02,745 Cr • Rank #8UTI Mutual Fund, started in 2003, has State Bank of India, Life Insurance Corporation of India, Bank of Baroda and Punjab National Bank as its sponsors. The fund house is headed by Imtaiyazur Rahman as the CEO. As of 31 March 2024, it has an AUM of ₹3,01,551 Cr. UTI MF has more than 1.2 crore Investor folios.
Fund Managers
V Srivatsa
Experience: 16.04 yrs • Total AUM: 78,531 Cr
Sunil Patil
Experience: 11.17 yrs • Total AUM: 77,913 Cr
Risk
Category risk
Moderately high
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.