UTI Equity Fund Regular Plan Growth - Latest NAV, Returns, Performance & Portfolio

UTI Equity

  • highlight9.65%
  • highlight-3.02(-2.18%)

Start your investment

Min amount: 500

Calculate Returns

Rs. 500 invested monthly becomes Rs. 3.66 Lakhs in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years13.73%
5 Years9.65%
3 Years8.23%
1 Year-4.3%
6 Months0.37%
Fund Details
ISININF789F01513
RiskModerately High risk
Fund TypeMulti-Cap
NAV135.5128
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
Bajaj Finance Ltd7.88%
HDFC Bank Ltd6.46%
Housing Development Finance Corp Ltd4.49%
Kotak Mahindra Bank Ltd4.31%
IndusInd Bank Ltd4.05%
Tata Consultancy Services Ltd3.92%
Larsen & Toubro Infotech Ltd3.54%
Info Edge (India) Ltd3.35%
Infosys Ltd3.2%
Shree Cement Ltd3.1%

About UTI Equity Fund

Being an open-ended scheme, it invests in equity and equity related instruments of companies across market capitalization. It aims to maximize wealth of the investors in the long run by picking high-quality stocks. However, the scheme does not guarantee assured returns and fund performance may vary from one period to another.

Pros & Cons of UTI Equity Fund

UTI Equity Fund offers the following benefits:

  1. Opportunity to grow wealth by investing in companies having robust fundamentals, strong growth and experienced managements.
  2. Fund manager maintains a well-diversified portfolio and takes a small exposure to debt to fulfill liquidity requirements.
  3. The fund has a considerably long performance history in the equity domain. It outperformed the benchmark in the 5 year and 10 year time horizon.

Fund Information and Statistics of UTI Equity Fund

i) Inception / Launch date

UTI Equity Fund was launched on 18 May 1992 by UTI Mutual Fund.

ii) Risk level

Being a multi-cap fund, UTI Equity Fund is a moderately high risk bet and suitable for long-term investors who want to build the core of the portfolio coupled with a disciplined approach to investment.

iii) Redemption

Redemption of Units will be done by a repurchase/buyback by the fund house. Under normal circumstances, your fund house will dispatch the redemption proceeds within 10 business days from date of receipt of request.

iv) Fund Manager

Mr. Ajay Tyagi has been in association with the fund management and research since the year 2000. He has been managing the UTI Equity Fund since January 2016.

v) Entry / Exit load

The fund house does not charge any entry load for investing in UTI Equity Fund. However, an entry load of 1% is charged for redemption of units within 365 days from the date of allotment.

Tax benefits of investing in UTI Equity Fund

The short-term capital gains made on sale of units within 1 year from the date of allotment will be taxed at the rate of 15%. The long term capital gains, over and above Rs 1 lakh, made on sale of units after 1 year from the date of allotment will be taxable at the rate of 10% (without indexation).

About UTI Mutual Fund

UTI Mutual Funds are managed by UTI Asset Management Company Ltd. (UTI AMC). The AMC was established on November 14, 2002 and started functioning in the investment domain from February 1, 2003. The fund attempts to provide an effective combination of the domain leadership in the capital markets coupled with state-of-the-art technological expertise. Efforts are made to offer investing solution which match the risk-return needs of the clients.

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Start your investment

Min amount: 500

Calculate Returns

Rs. 500 invested monthly becomes Rs. 3.66 Lakhs in a period of 20 years
Need help?
Moderately High risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns