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 100 |
| Expense Ratio | 1.48% |
| Min subscription | ₹ 5,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 9,062 |
| AMC AUM (in Crs.) | ₹ 1,59,694 |
| Min Addition Subscription | ₹ 1,000 |
Performance
Comparison
Portfolio
AMC Details
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 10.01% | |
| 1000 | 1000 | 7.46% | |
| 1000 | 1000 | 6.27% | |
| 1000 | 1000 | 12.42% | |
| 1000 | 1000 | 11.31% | |
| 1000 | 1000 | 8.94% | |
| 1000 | 1000 | 7.46% | |
| 1000 | 1000 | 11.6% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| Bajaj Finance Ltd | Equity | 7 |
| HDFC Bank Ltd | Equity | 6 |
| Housing Development Finance Corp Ltd | Equity | 5 |
| Kotak Mahindra Bank Ltd | Equity | 4 |
| Tata Consultancy Services Ltd | Equity | 4 |
| IndusInd Bank Ltd | Equity | 4 |
| Infosys Ltd | Equity | 4 |
| Larsen & Toubro Infotech Ltd | Equity | 4 |
| Info Edge (India) Ltd | Equity | 3 |
| Astral Poly Technik Ltd | Equity | 3 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 98 |
| Cash | 2 |
| Cash - CD Time Deposit | 0 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Banks - Regional - Asia | 19 |
| Information Technology Services | 13 |
| Credit Services | 7 |
| Drug Manufacturers - Specialty & Generic | 7 |
| Specialty Finance | 5 |
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 The Unit Trust of India Act 1963 was repealed, paving way for the bifurcation of UTI into – Specified Undertaking of Unit Trust of India; and UTI Mutual Fund.##UTI AMC, India most trusted Wealth creators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.
Email
Phone
1800 26 61230
Address
UTI Asset Management Company Ltd, Mumbai -
UTI Mutual Fund
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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