Top 5 UTI Equity Mutual Fund SIPs to Consider

Author D33 B
Story published: August 27, Friday, 2021, 15:17 P.M

 

UTI Flexi Cap Fund Direct

UTI Flexi Cap Fund Direct-Growth had assets under administration (AUM) it created a medium-sized fund in its class of Rs 20,922 crore. The fund’s expense ratio is 1.1 p.c, which is bigger than the expense ratios charged by most different Multi Cap funds.

UTI Flexi Cap Fund Direct-Growth returns have been 60.70 p.c during the last 12 months. It has had a median yearly return of 17.71 p.c since its inception.

The SIP of Rs. 10,000 per 30 days for ten years with Rs. 6 lakh funding shall be value Rs.11.05 lakh.

A flexicap fund is unrestricted in its capacity to speculate a portion of its belongings in any market cap. A flex-cap fund helps traders to broaden their horizons throughout firms with various market capitalizations, thereby decreasing threat and volatility. Diversified equities funds and multi-cap funds are two extra names for them.

The Financial, Healthcare, Technology, Services, and Chemicals sectors account for almost all of the fund’s holdings. In comparability to different funds within the class, it has much less publicity to the Financial and Healthcare industries.

UTI Long Term Equity Fund Direct

UTI Long Term Equity Fund Direct-Growth manages a complete of two,046 crores in belongings (AUM). The product expenses a 1.33 p.c expense ratio, which is greater than most different ELSS funds.

The 1-year returns for UTI Long Term Equity Fund Direct-Growth are 52.32 p.c. It has had a median yearly return of 15.52 p.c since its inception.

An open-ended fairness fund that invests a minimum of 80% of its belongings in equity-related securities. Its aim is to assist members get a tax break beneath Section 80C of the Income Tax Act whereas additionally offering them with development alternatives. The SIP of Rs. 10,000 per 30 days for ten years with an Rs. 6 lakh funding shall be value Rs.9.91 lakh.

mutual-funds

UTI Nifty Index Fund

The Nifty Index Fund Direct-Growth manages belongings of 4,353 crores (AUM). The fund’s expense ratio is 0.2 p.c, which is decrease than the expense ratios charged by most different Large Cap funds.

The 1-year returns for UTI Nifty Index Fund Direct-Growth are 46.46 p.c. It has returned a median of 13.48 p.c per 12 months since its inception.

The scheme goals to put money into shares of corporations that make up the Nifty 50 Index as a way to attain a passive funding return akin to the Nifty 50 Index. The SIP of Rs. 10,000 per 30 days for ten years with a Rs. 6 lakh funding shall be value Rs.9.51 lakh.

Reliance Industries Ltd., HDFC Bank Ltd., Infosys Ltd., ICICI Bank Ltd., and Housing Development Finance Corporation. Limited 5 holdings of limited funds.

UTI Mastershare Direct

The fund’s expense ratio is 1.03 p.c, which is bigger than the expense ratios charged by most different Large Cap funds. UTI Mastershare Direct-Growth manages a complete of 8,580 crores in belongings (AUM).

The 1-year returns on UTI Mastershare Direct-Growth are 48.05 p.c. It has generated a median yearly return of 15.01 p.c since its inception.

The plan goals to realize long-term monetary appreciation by investing primarily in large-cap fairness and equity-related devices. August 25, 2021, the NAV of UTI Master Share Fund is R.s. 195.46/-. The SIP of Rs. 10,000 per 30 days for ten years with an Rs. 6 lakh funding shall be value at Rs.9.68 lakh.

UTI Value Opportunities Fund

UTI Value Opportunities Fund Direct-Growth manages belongings of Rs 6,305 crores (AUM). The fund expenses a 1.29 p.c expense ratio, which is greater than most different Value-Oriented funds.

The 1-year returns on UTI Value Opportunities Fund Direct-Growth are 51.01 p.c. It has had a median yearly return of 14.09 p.c since its inception. An alternatives fund invests in firms, industries, or investing matters the place the fund supervisor sees potential for development.

The majority of the cash within the fund is invested within the monetary, know-how, healthcare, automotive, and companies industries. The SIP of Rs. 10,000 per 30 days for ten years with a Rs. 6 lakh funding shall be value Rs.9.84 lakh.

Top 5 UTI Equity Mutual Fund SIPs to Consider

Fund Name 3-year Return (%) 5-year Return (%)
UTI Flexi Cap Fund Direct-Growth 18.70% 18.42%
UTI Long Term Equity Fund Direct-Growth 16.29% 15.53%
UTI Mastershare Direct-Growth 14.52% 15.19%
UTI Nifty Index Fund Direct-Growth 13.50% 15.16%
UTI Mid Cap Fund Direct-Growth 18.02% 14.99%

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Story published: August 27, Friday, 2021, 15:17 P.M

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