UTI Equity Savings Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio1.35
• Std Deviation 5.48%
• Tracking Error 0.00%

The investment objective of the Scheme is to provide capital appreciation and income distribution to the investors using arbitrage opportunities, investment in equity / equity related instruments and debt / money market instruments. However, there is no assurance or guarantee that the investment objective of the Scheme would be achieved.

The UTI Equity Savings Fund Regular Growth has an AUM of 283.32 crores & has delivered CAGR of 9.83% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.50%. The minimum investment in UTI Equity Savings Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Low & Good respectively.

The top holdings of the fund include Cash Offset For Derivatives, 7.18% Govt Stock 2037, Infosys & Net Current Assets.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Construction - Raw Materials & Auto & Truck Manufacturers.

Some of the similar funds are UTI Equity Savings Fund Regular Growth, Mahindra Manulife Equity Savings Fund Regular Growth, Edelweiss Equity Savings Fund Regular Growth, Nippon India Equity Savings Growth, Baroda BNP Paribas Equity Savings Fund Regular Growth. UTI Equity Savings Fund Regular Growth has a sharpe ratio of 1.35 & a standard deviation of 5.48%.