UTI Equity Savings Fund Regular Growth
AllocationEquity Savings
18.83
0.01(0.07%)
NAV as on 10 Dec, 2025
CAGR
10.55%
- AUM (Crs.)794.23
- Expense Ratio1.64 %
- Sharpe Ratio / Category Average0.87 / 0.72
- Standard Deviation / Category Average4.13 / 4.36
- Beta / Category Average-
- Portfolio Turnover / Category Average23.04 / 299.04
- Top 5 Stocks Wt.57.58
- Top 10 Stocks Wt.77.58
- Top 3 Sectors Wt.43.64
- Investment StyleLarge Blend
- Morningstar Rating
Portfolio
Asset Allocation
Weightage by Market Cap
Concentration
- No. of Stocks--
- Avg. Market Cap--
- Top 10 Stocks--
- Top 5 Stocks--
- Top 3 Sectors--
View Holdings
Fundamentals
| Measures | Fund | Category Average |
|---|
Risk Metrics
Peers
1Y3Y5Y10Y
| Mutual Fund | AUM (cr.) | 3YReturns |
|---|
Holdings
Stocks
Sector
About
- Fund Manager(s)Check HistoryV Srivatsa, Sunil Patil
- Launch Date30 Aug, 2018
- BenchmarkS&P BSE 500
Objective
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.
Riskometer
More Funds From
| Fund Name | Morningstar Rating | AUM (cr.) | 1Y Returns | 3Y Returns | 5Y Returns |
|---|