UTI - Equity Fund-Growth Option

Category: Equity: Multi Cap
Launch Date: 01-08-2005
Asset Class: Equity
Benchmark: S&P BSE 200 TRI
Expense Ratio: 2.2% As on ( 30-06-2018)
Status: Open Ended Schemes(Equity Scheme - Multi Cap Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 8,520.72 Cr As on ( 31-07-2018)
Turn over: 32.0
NAV as on 17-08-2018

149.6017

1.56 ( 1.0446% )

CAGR Since Inception

15.98%

S&P BSE 200 TRI 13.03%

PERFORMANCE of UTI - Equity Fund-Growth Option

Scheme Performance (%) Data as on - 17-08-2018

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
UTI - Equity Fund-Growth Option 23.02 11.98 20.89 15.3 15.98
S&P BSE 200 TRI 15.67 12.68 19.22 12.13 13.03
Equity: Multi Cap 9.92 10.16 20.85 14.04 15.07

Yearly Performance (%)

Fund Managers

Mr. Ajay Tyagi

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

Investment Objective

UTI Equity Fund is open-ended equity scheme with an objective of investing at least 80% of its funds in equity and equity related instrument with medium to high risk profile and upto 20% in debt and money market instruments with low to medium risk profile.

RETURNS CALCULATOR for UTI - Equity Fund-Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

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Key Performance and Risk Statistics of UTI - Equity Fund-Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
UTI - Equity Fund-Growth Option 13.02 0.73 0.96 1.1 - -
Equity: Multi Cap - - - - - -

PEER COMPARISION of UTI - Equity Fund-Growth Option

Period
Data as on - 17-08-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
UTI - Equity Fund-Growth Option 01-08-2005 23.02 16.39 11.98 20.89 15.3
UTI - Equity Fund-Income Option 18-05-1992 23.02 16.33 11.89 20.8 15.23
Parag Parikh Long Term Equity Fund - Regular Plan - Growth 28-05-2013 20.13 18.6 14.09 20.86 0.0
Edelweiss Multi-Cap Fund - Regular Plan - Growth Option 27-01-2015 17.78 19.34 12.46 0.0 0.0
Edelweiss Multi-Cap Fund - Regular Plan - Dividend Option 27-01-2015 17.08 18.99 12.24 0.0 0.0
ICICI Prudential Multicap Fund - Growth 01-10-1994 15.91 14.14 11.83 22.04 13.99
Canara Robeco Equity Diversified Fund - Regular Plan - Growth 16-09-2003 14.67 17.65 10.26 17.94 14.78
ICICI Prudential Multicap Fund - Dividend 01-10-1994 14.13 12.86 10.77 21.09 13.2
Canara Robeco Equity Diversified fund - Regular Plan - Dividend 16-09-2003 13.94 16.92 9.6 17.23 21.5
Invesco India Multicap Fund - Growth Option 17-03-2008 13.62 16.03 11.36 27.22 19.11

PORTFOLIO ANALYSIS of UTI - Equity Fund-Growth Option

Asset Allocation (%)

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