UTI Equity Savings Fund - Growth

Scheme Objective

to provide capital appreciation and income distribution to the investors using arbitrage opportunities, investment in equity / equity related instruments and debt / money market instruments.

Scheme Details

• Fund manager(s) – V Srivatsa , Sunil Patil
• Launch date – 30-Aug-2018
• Expense ratio – 1.64% as declared on 31-Oct-2025 (category average is 1.78%)
• Benchmark - CRISIL Equity Savings Index

• Min SIP amount - ₹500
• Min investment amount (one time- first time) - ₹5000
• Min investment amount (addtional purchase) - ₹1000
• Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

UTI Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges.

Tax Rate

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.

Contact Details