UTI Equity Fund - Direct Plan
The primary objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across the market capitalization spectrum. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Suitability
This product is suitable for investors who are seeking• Long term capital growth• Investment in equity instruments of companies with good growth prospectsModerately High Level
Fund Info
| Scheme Class | Equity |
| Scheme Category | Multi-Cap |
| Benchmark Type | S&P BSE 500 India TR INR |
| Expense Ratio | 1.44% |
| Min subscription | ₹ 5,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 9,913 |
| AMC AUM (in Crs.) | ₹ 1,59,694 |
| Min Addition Subscription | ₹ 1,000 |
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 12.92% | |
| 1000 | 1000 | 12.24% | |
| 1000 | 1000 | 9.6% | |
| 1000 | 1000 | 16.76% | |
| 1000 | 1000 | 15.4% | |
| 1000 | 1000 | 12.2% | |
| 1000 | 1000 | 12.24% | |
| 1000 | 1000 | 13.64% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| Bajaj Finance Ltd | Equity | 7 |
| HDFC Bank Ltd | Equity | 6 |
| Kotak Mahindra Bank Ltd | Equity | 4 |
| Housing Development Finance Corp Ltd | Equity | 4 |
| Tata Consultancy Services Ltd | Equity | 4 |
| Info Edge (India) Ltd | Equity | 4 |
| IndusInd Bank Ltd | Equity | 4 |
| Larsen & Toubro Infotech Ltd | Equity | 4 |
| Infosys Ltd | Equity | 3 |
| Astral Poly Technik Ltd | Equity | 3 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 97 |
| Cash | 2 |
| Alternatives - Private Equity | 0 |
| Cash - CD Time Deposit | 0 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Financial Services | 30 |
| Consumer Cyclical | 17 |
| Healthcare | 13 |
| Technology | 12 |
| Basic Materials | 9 |
UTI Mutual Fund
AUM₹1,59,694 Cr
About
UTI Mutual Fund was carved out of the erstwhile Unit Trust of India as a SEBI registered mutual fund from February 2003. The Unit Trust of India Act 1963 was repealed, paving way for the bifurcation of UTI into – Specified Undertaking of Unit Trust of India; and UTI Mutual Fund.##UTI AMC, India most trusted Wealth creators and always has the interest of its investors in its heart. The AMC has completed 50 years as India leading Financial service institution and was a sole vehicle of capital market investment for Indian Citizens till the early 90’s. The institution has shown great resilience and has grown from strength to strength overcoming economic turbulence and global turnarounds. This AMC has contributed immensely to industrial and capital growth in the Indian market. It has led transformative initiatives like developmental financial institutions, rural outreach programs and financial products and services.
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Investment DurationYears6Months0
Investment Amount₹ 10000
Return Amount₹ 4185
Return Rate6 %
Duration6y 0m