UTI - Equity Fund-Growth Option

Category: Equity: Multi Cap
Launch Date: 05-08-2005
Asset Class: Equity
Benchmark: S&P BSE 200 TRI
Expense Ratio: 2.3% As on ( 28-02-2019)
Status: Open Ended Schemes(Equity Scheme - Multi Cap Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 8,649.29 Cr As on ( 28-02-2019)
Turn over: 8.0
NAV as on 20-03-2019

141.4232

-0.22 ( -0.1559% )

CAGR Since Inception

14.77%

S&P BSE 200 TRI 12.18%

PERFORMANCE of UTI - Equity Fund-Growth Option

Scheme Performance (%) Data as on - 20-03-2019

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
UTI - Equity Fund-Growth Option 11.8 14.38 15.34 19.0 14.77
S&P BSE 200 TRI 10.99 16.47 15.03 18.16 12.18
Equity: Multi Cap 5.5 14.36 15.72 19.02 12.67

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 - 20-03-2019
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
UTI - Equity Fund-Growth Option 05-08-2005 11.8 11.45 14.38 15.34 19.0
Axis Multicap Fund - Regular Plan - Growth 05-11-2017 13.49 0.0 0.0 0.0 0.0
Axis Multicap Fund - Regular Plan - Dividend 13-11-2017 13.49 0.0 0.0 0.0 0.0
Mirae Asset India Equity Fund - Growth Plan 04-04-2008 12.57 13.36 18.52 19.0 23.73
Canara Robeco Equity Diversified Fund - Regular Plan - Growth 16-09-2003 12.28 13.44 16.8 14.57 19.87
HDFC Equity Fund - Growth Option 01-01-1995 12.2 11.7 18.08 16.16 20.88
UTI - Equity Fund-Income Option 18-05-1992 11.34 11.16 14.14 15.16 18.88
HDFC Equity Fund - Dividend Option 01-01-1995 10.9 10.63 17.33 15.11 19.97
Mirae Asset India Equity Fund - Dividend Plan 04-04-2008 10.73 11.53 17.01 17.78 22.66
Kotak Standard Multicap Fund - Growth 11-09-2009 10.51 10.99 17.43 19.18 0.0

PORTFOLIO ANALYSIS of UTI - Equity Fund-Growth Option

Asset Allocation (%)

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