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UTI Equity Fund - Direct Plan - Growth

  • Regular
  • Direct
Category : Multi Cap Fund
Fund House : UTI Mutual Fund
  • Latest (Updated on 30th Sep 2019)
    Crisil Rank
  • (Updated on 30th Jun 2019)
    Crisil Rank
  • (Updated on 31st Mar 2019)
    Crisil Rank
  • (Updated on 31st Dec 2018)
    Crisil Rank
  • (Updated on 30th Sep 2018)
    Crisil Rank

Returns (NAV as on 15th November, 2019)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 08-Nov-19 10071.60 0.72% - -0.62% 13/70
1 Month 15-Oct-19 10555.90 5.56% - 4.56% 13/70
3 Month 14-Aug-19 11121.70 11.22% - 9.19% 19/69
6 Month 15-May-19 10967.40 9.67% - 7.06% 24/68
YTD 01-Jan-19 10908.90 9.09% - 2.01% 36/68
1 Year 15-Nov-18 11347.30 13.47% 13.47% 9.36% 21/67
2 Year 15-Nov-17 12112.60 21.13% 10.06% 2.73% 1/43
3 Year 15-Nov-16 14972.50 49.73% 14.40% 10.39% 7/35
5 Year 14-Nov-14 15371.40 53.71% 8.97% 8.82% 15/30
Since Inception 02-Jan-13 24028.60 140.29% 13.61% 7.85% 18/66

SIP Returns (NAV as on 15th November, 2019)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 15-Nov-18 12000 13001.12 8.34 % 15.74 %
2 Year 15-Nov-17 24000 26284.5 9.52 % 8.99 %
3 Year 15-Nov-16 36000 42131.99 17.03 % 10.47 %
5 Year 14-Nov-14 60000 77980.32 29.97 % 10.41 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund 0.52% 5.97% 11.14% 9.74% 3.01% 13.77% 9.70% 13.01% 8.96%
Nifty 50 0.27% 4.68% 7.64% 5.79% 2.14% 12.25% 7.96% 12.65% 7.19%
Benchmark: Nifty 500 0.17% 4.98% 7.57% 4.75% -0.14% 8.17% 3.26% 10.60% 7.29%
Category Average 0.24% 4.56% 9.19% 7.06% 2.01% 9.36% 2.73% 10.39% 8.82%
Category Rank 7/70 13/70 19/69 24/68 36/68 21/67 1/43 7/35 15/30
Best in Category 0.73% 10.82% 15.81% 15.30% 13.91% 23.43% 9.70% 15.22% 14.31%
Worst in Category -1.40% 0.51% 2.47% -9.51% -13.44% -11.81% -4.59% 3.50% 4.01%

Best Quarters

Period This Fund Nifty 50 Nifty 500 Category Average
Q1 - 2017 13.57% 12.16% 14.17% 15.32%
Q4 - 2017 7.99% 5.84% 8.91% 9.84%
Q2 - 2018 7.92% 4.36% 0.95% -1.26%

Worst Quarters

Period This Fund Nifty 50 Nifty 500 Category Average
Q2 - 2019 -1.44% 1.68% 0.11% -0.55%
Q3 - 2018 -2.50% 3.29% 0.62% -5.75%
Q4 - 2016 -7.89% -6.39% -7.03% -6.28%

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