UTI Equity Fund Direct Growth-1.30%

3Groww
-12.28%
1 Year Return
Equity
Multi Cap
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

UTI Equity Fund Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.48%
NAV141.82 (08 Jul 2019)
Fund Started31 Dec 2012
Fund Size9,026 Cr

Returns

1Y
3Y*
5Y*
Since inception*
UTI Equity Fund Direct Growth
-12.3%
6.5%
8.4%
12.0%
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -12.3% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk is lower compared to the benchmark
    3. 5Y Returns are higher than the benchmark
    4. 10Y Returns are higher than the benchmark
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. 1Y Returns are lower than the benchmark
    3. 3Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Bajaj Finance Ltd.Financial ServicesEquity7.2%
    HDFC Bank Ltd.Financial ServicesEquity5.6%
    IndusInd Bank Ltd.Financial ServicesEquity4.6%
    Kotak Mahindra Bank Ltd.Financial ServicesEquity3.7%
    Infosys Ltd.ITEquity3.4%
    Tata Consultancy Services Ltd.ITEquity3.3%
    Housing Development Finance Corporation Ltd.Financial ServicesEquity3.3%
    Mindtree Ltd.ITEquity2.8%
    Shree Cement Ltd.Cement & Cement ProductsEquity2.6%
    Info Edge Ltd.ITEquity2.5%
    See All

    Fund Managers

    addAjay Tyagi
    Education
    Mr Tyagi has done CFA Charterholder from The CFA Institute, USA and Masters in Finance from Delhi University.
    Experience
    He has been working in equity research in UTI since 2000. He has also worked as Assistant Fund Manager in the Offshore Funds division.
    Funds Managed

    Other Details

    UTI Equity Fund Direct Growth is a Equity Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was introduced to investors on 31 Dec 2012. Ajay Tyagi is the Current Fund Manager of UTI Equity Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹9,026 Cr and the Latest NAV as of 08 Jul 2019 is ₹141.82.

    The UTI Equity Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. For more than 10% of investments 1% will be charged if redeemed within 1 year.

    Investment Objective

    The principal investment objective is to provide long term capital appreciation through investment in the securities market in India.

    Tax Implications

    Returns are taxed at 15% if sold before 1 year. 10% tax post one year on returns above 1 Lac.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    For more than 10% of investments 1% will be charged if redeemed within 1 year
    Exit Load

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    About UTI Mutual Fund

    Address
    UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East) Mumbai 400051
    Phone
    022-66786666
    Launch Date
    31 Jan 2003
    Website
    NA
    UTI Mutual Fund
    Asset Management Company
    Custodian
    Stock Holding Corp. of India Ltd.
    Registrar & Transfer Agent
    Karvy
    Address
    NA
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