UTI - Equity Fund-Growth Option

Equity: Multi Cap | Open Ended Scheme

NAV : 154.7989

3.23 (2.08 %)

28-09-2020

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.

One Time Monthly
One Time Amount
Min Investment ₹500
Min Investment ₹5000.0

Returns (since Aug 05, 2005)

13.86%

10 Year Returns

10.49 %

Doubled Money

0 Years 0 Months

Sharp Ratio

0.73 %

Volatility

13.02 %

FUND PERFORMANCE

Fund's historical return comparison with other asset classes

₹ 1,00,000 Invested for
3m
6m
1y
3y
5y
10y
FUND
₹2.51L (20.25%)
FD
₹2.51L (20.25%)
GOLD
₹2.51L (20.25%)
NIFTY
₹2.51L (20.25%)

3 and 6 Months returns are absolute

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply
2x
4x
5x
10x
FUND
0 Years 0 Months
2 Years 1 Months
4 Years 10 Months
9 Years 3 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

FUND INFORMATION

Basic Details
Fund House:
UTI Mutual Fund
Launch Date:
Aug 05, 2005
Expense Ratio:
1.96%
Fund Category Risk:
MODERATELY HIGH
Asset Size:
10,982.95 Cr
Fund Manager(s):
Ajay Tyagi
Investment Details
Status:
Open Ended Scheme
Minimum Investment:
5000.0
Minimum Topup:
1000.0
Return since Launch:
13.86%

PERFORMANCE

Scheme Performance (%)

Data as on - 28-09-2020

Yearly Performance (%)

RETURNS CALCULATOR

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

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.

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
UTI - Equity Fund-Growth Option 05-08-2005 8.05 7.15 8.5 9.33 10.49
Quant Active Fund-GROWTH OPTION 21-03-2001 25.92 12.89 11.97 12.88 10.31
Parag Parikh Long Term Equity Fund - Regular Plan - Growth 05-05-2013 21.93 13.07 12.51 14.22 0.0
PGIM India Diversified Equity Fund - Regular Plan - Growth Option 05-02-2015 15.57 11.18 7.15 9.38 0.0
Canara Robeco Equity Diversified Fund - Regular Plan - Growth 16-09-2003 6.4 7.58 7.79 9.48 9.39
Union Multi Cap Fund - Growth Option 10-06-2011 5.17 5.09 5.46 6.76 0.0
Mahindra Manulife Multi Cap Badhat Yojana - Regular Plan - Growth 05-05-2017 2.95 5.78 3.31 0.0 0.0
Invesco India Multicap Fund - Growth Option 17-03-2008 2.05 1.81 1.62 6.56 11.78
Tata Multicap Fund -Regular Plan-Growth 05-08-2018 2.01 6.15 0.0 0.0 0.0
HSBC Multi Cap Equity Fund - Growth 24-02-2004 0.24 0.7 0.14 6.53 8.34

PORTFOLIO ANALYSIS

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