Returns as on 30 Nov 2020 . NAV: ₹ 11.3617 0.02% (as … If left most green scale is selected, then there is very less risk of negative returns on your investment. 1.78%. Find all latest information on UTI Equity Fund Growth Option Mutual Fund Returns & Performance 2021. UTI Mutual Fund is one of the leading mutual fund investment companies in India. UTI Mid Cap Fund. © 2017 UTI Mutual fund. Find detailed report in terms of 52 week high/low, charts, news, scheme details, peer scheme comparison, dividend history, return calculator and more. At the same time, these investors should also be ready for possibility of moderate losses in their investments. Multi Cap Fund :Multi Cap Fund : Fund has 98.01% investment in indian stocks of which 46.01% is in large cap stocks, 33.04% is in mid cap stocks, 7.77% in small cap stocks. UTI Equity Fund Regular - Growth. No I think you should continue with both funds are good. Now if you want to change your investment amount by 10% for every 5% change in NAV then on all subsequent instalment dates, you need to check NAV and compare the same with first NAV (ie ₹100 in our example) and based on difference, you need to adjust amount. Historical Dividends of UTI - Equity Fund-Income Option . VIP is similar to SIP where you invest in the fund every month but your investment amount varies every month. NAV is declared once each day generally at the end of the day. What do I do? Risk Metric: Moderately High. HDFC Index Fund - Direct Plan - Nifty 50 Plan: How to stop SIP in Money Control, as I have stop the same from Fund House and switched to some other fund. Find out UTI Equity Fund - Regular Plan asset allocation, UTI Equity Fund - Regular Plan NAV range, UTI Equity Fund - Regular Plan performance, returns and more. QUANTITY column value displays how many shares owned by particular fund. For example 1st Jan, 2018 NAV is 120 (which is higher by 20% from first NAV) than you need to reduce your investment by 40% (new instalment amount will be ₹6000). Category : Multi Cap Fund. Invest in all types of mutual fund schemes online with UTI AMC today. View more Housing Development Finance Corporation Ltd. PGIM India Diversified Equity Fund - Growth, Parag Parikh Long Term Equity Fund - Growth, Canara Robeco Equity Diversified - Regular Plan - Growth, Mahindra Manulife Multi Cap Badhat Yojana - Regular Plan - Growth, UTI Liquid Cash Plan - Regular Plan - Growth, UTI Money Market Fund - Regular Plan - Growth, EPFO to consider widening range of ETF investments on June 26, Upbeat on IT, pharma, autos; see mkt subdued in near-term:UTI MF, Mkt at upper-end of fair valuation, correction likely: UTI MF, See 10-year bond yields around 6.5% in 3-4 months: UTI MF. Copyright © e-Eighteen.com Ltd All rights resderved. Copyright © e-Eighteen.com Ltd. All rights reserved. UTI Equity Fund (G) UTI Equity Fund - Growth. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express writtern permission of moneycontrol.com is prohibited. Compare. Dividends declared from benchmark's constituents isn't taken into account when comparing with investment in scheme's dividend plans. NAV is nothing but the unit price for the fund. About UTI Equity Fund (G) UTI Equity Fund (G) is a diversified equity fund and has delivered an annualised return of 13.4% over a period of 29 years .The fund was previously known as UTI Equity Gr.The fund is managed by UTI Asset Management Co Ltd.The fund manager’s name is Ajay Tyagi. and 120 schemes are not ranked. About UTI Equity Fund. Oil prices touch multi-month highs as OPEC+ expected to cap output. Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Now for the growth option, today's mutual fund price (NAV) will be 120, so all profit/loss reflects in price of the fund. Regular funds have higher expense ratio and direct funds have lower expense ratio. UTI India Dynamic Equity Fund. UTI Equity Fund - Regular Plan - Rediff Money - India's leading finance site for latest share prices, mutual funds, nifty futures and options, graphs, expert stock Calls and share market updates 3. View more | Exit Load - Nil upto 10% of units and 1% for remaning units on or before 1Y Nil after 1Y. Entry Load - NIL. Download Result. Fund House : UTI Mutual Fund. Type an scheme Name Submit. Regular Direct. Dividend payouts reinvestment in scheme is not considered for the purpose of calculation of returns and graphical representation. This difference is because of commission paid to broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. Lower expense ratio leads to higher returns for investors. Let's take an example, a mutual fund was priced (NAV) at Rs 100 one year back and fund gave 20% returns in last 1 year. Explore NAV, dividend history, fund statement, SIP details & more in 2020 at RankMF 022-22227777 Ratios are only available for the funds which are 3 years old. Explore NAV, dividend history, fund statement, SIP details & more in 2021 at RankMF 022-22227777 View more Investors Updates/ Presentations/ Conference Calls. The scheme has been into existence with the primary objective of generating long term capital appreciation by investing predominantly in equity and equity related securities of companies across market capitalization. Expense Ratio. VIP or Value averaging investment plan works on a principal that, you should invest more when markets are going down and should invest less when markets are at the peak. You can consider investing in this fund. UTI Equity Fund Direct Growth Details UTI Equity Fund Direct Growth is a Equity Mutual Fund Scheme launched by UTI Mutual Fund. Find out UTI Equity Fund - Direct Plan asset allocation, UTI Equity Fund - Direct Plan NAV range, UTI Equity Fund - Direct Plan performance, returns and more. If 1M CHANGE column value is 4% for that stock then it means, fund has increased its holding from 1% in previous month by 4% and now current holding is 5%. How to achieve this? Office: 9th floor, Platinum Technopark, Plot No. Category : Multi Cap Fund. No I think you should continue with both funds are good. Inception Date: May 18, 1992. Go. (I.e. The collaboration with T. Rowe Price seems to have worked positively for the fund house in terms of leveraging expertise on the research. The objective of the Fund is to generate returns and outperform the S&P BSE Sensex Index. This number shows latest NAV (Net Asset Value) and change in the NAV from previous day. Lock In Period - NIL. If number of stars are higher then relative performance was better. 3. These mutual funds primarily invest in stocks selected from all the listed stocks in the Indian market (NSE/BSE). Fund House : UTI Mutual Fund. Go. Old MCI!~!172@29@0@53!~!|commonstore|commonfiles|moneycontrol_footer.php?cid=2&sec=&is_revamped_footer=1&is_responsive=1&rhsoff=1&is_news_section=1&is_skip_dfp=1&is_new_hp=1&priceinter=0&frommc=1!~!www|moneycontrol|com!~!|commonstore|commonfiles|moneycontrol_footer.php!~!is_mobile=false, Tax benefits for an HUF and How to create capital for HUF, Webinar Presented by Knowlarity & Freshworks. fund manager held stocks/bonds in the portfolio for longer duration than peers). Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Market Stories : China stocks notch strong start to year on growth outlook. Fundamental, Stock Ideas, Multibaggers & Insights, Stock & Index F&O Trading Calls & Market Analysis, Positional and Intraday Trading Calls basis Noiseless Chart, Commodity Trading Calls & Market Analysis, Currency Derivatives Trading Calls & Insights, Options Trading Advice and Market Analysis, Model portfolios, Investment Ideas, Guru Screens and Much More, Proprietary system driven Rule Based Trading calls, Curated markets data, exclusive trading recommendations, Independent equity analysis & actionable investment ideas, Details stock report and investment recommendation. UTI Mutual Fund prioritises consistent returns and lower risk which has resulted in a slower growth trajectory for the fund house. This scheme was made available to investors on 01 Jan 2013. 3 is/are ranked 5 * , Suitable For : Investors who are looking to invest money for at least 3-4 years and looking for high returns. Change in % OF TOTAL HOLDINGS and change in QUANTITY values may differ as amount fund is managing keeps changing based on inflow/outflow of investor money and stock price changes. UTI India Dynamic Equity Fund is an open-end fund incorporated in Ireland. UTI Hybrid Equity Fund - Regular Plan 2 Value Research 284 311-284 UTI Mutual Fund The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across the market capitalization spectrum. UTI Mutual Fund was carved out of the erstwhile Unit Trust of India as a SEBI registered mutual fund from 1 February 2003. UTI Equity Fund Regular Plan Dividend is a Equity Mutual Fund Scheme launched by UTI Mutual Fund. The performance details provided herein are of Regular plan." Get latest NAV, historical returns, fund rating, performance, mutual fund scheme comparison & portfolio holding. VALUE column is the latest value of total investment in particular stock by the mutual fund scheme. Invest. Cochin Shipyard declares an interim dividend of Rs 9 per share. | Regular Direct. NAV ₹ 201.2189 as of Jan 01, 2021 . For lumpsum and monthly SIP investments returns are compounded annualized. What do I do? Rising demand lifts refined soya oil futures. UTI Equity Fund is an open-end fund incorporated in India. The Fund's objective is to achieve medium to long-term growth. UTI Hybrid Equity Fund: An open ended hybrid scheme investing predominantly in equity & equity related instruments. Investment Purpose: Wealth Creation. Regular Direct. Go. The fund also invests in debt and money market instruments with a view to generate regular income. Whereas for the dividend option some amount out of Rs 20 profit may be given back to investor in form of dividend and today's NAV will be lower than 120. This scheme was made available to investors on 20 Apr 1992. "Different plans have a different expense structure. Reproduction of news articles, photos, videos or any other content in whole or in part in any form Category : Multi Cap Fund. Investment objective is "capital appreciation" by investing primarily in mid cap … Old MCI!~!172@29@0@53!~!|commonstore|commonfiles|moneycontrol_header.php?cid=2&s_cid=0&radar_off=0&is_revamped_header=1&is_responsive=1&sec=&priceinter=0&frommc=1!~!www|moneycontrol|com!~!|commonstore|commonfiles|moneycontrol_header.php!~!is_mobile=false. You will see 5 scale risk meter with one scale selected. For the purpose of NAV date applicability, if the investment date happens to be a non-business day, next business day's NAV is applied. This includes investment in both regular and direct plans and across all growth and dividend options. Mutual Fund NAV is the per unit latest value of all such stocks/bonds held in the portfolio, This shows how fund has historically performed compared to other funds in the category. UTI Equity Fund - Growth. If fund size if too large than fund may find it difficult to place money especially in mid and small cap segment. • An Equity Linked Savings Scheme which provides tax deduction up to the limits specified u/s 80C of the Income Tax Act, 1961 is eligible for deduction • The Fund attempts to invest in businesses having healthy return ratios, cash flows and sound management, with an aim to provide superior risk adjusted return • Shorter lock-in period of 3 years as compared to other traditional tax saving … I would like to increase (decrease) my installment value by, Fund manager updated portfolio less frequently than peers in last 1 year. UTI Equity Fund - Direct Plan 4 Value Research 15714 311-15714 UTI Mutual Fund The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across the market capitalization spectrum. Website is best viewed in Chrome / Internet Explorer v11 and above / Safari / Mozilla However both have different expense ratios. UTI Focussed Equity Fund - Series V - (1102 D) - Growth. Invest online in UTI Equity Fund Regular Plan-Growth with ETMONEY. View more. 6 is/are ranked 4 * , PPF interest rate is assumed at 8.7% p.a. This is the annual fees, fund charges you to manage your money. Ratios calculated on daily returns for last 3 years (Updated as on 01st January, 1970). Uti Equity Fund-growth Plan-growth AUM is 323% higher than other schemes in the category Load. UTI Equity Fund - Direct Plan: Check UTI Equity Fund - Direct Plan Review on The Economic Times. Out of 150 mutual fund schemes offered by this AMC, This number represents how much money has been invested in these funds. You can invest with simple formula: Let’s say you started VIP on 1st Jan, 2017 starting with ₹10000 and first instalment was processed at NAV of ₹100. i have invested in sbi bluechip fund via sip since last three years should i replaced by axis bluechip fund The start day for SIP investments is considered as 1st of every month. I want to invest in axis focused 25 funds for 6 months, is this the right time to invest, or should i invest in other funds Is there any other Maiden opportunity Fund to invest? Retirement Benefit Pension Fund Calculator, Press Release - Creation of segregated portfolio, Total Expense Ratio (TER) of Mutual Fund Schemes, Invested amount is the amount entered for either Monthly SIP and Lumpsum for the duration selected. 5 is/are ranked 1 * , Gold prices are available post 29 JAN, 2005 are based on daily closing values on MCX. Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. Category Launch Date Benchmark Expense Ratio AUM; Equity: Multi Cap: 18-05-1992: NIFTY 500 TRI 1.78% As on (30-11-2020) 13,546.39 Cr As on (30-11-2020) Dividend Record Date Should I switch to SBI Bluechip or continue same ? Should I switch to SBI Bluechip or continue same ? interest received is compounded monthly for the returns illustration in the charts. Worth of investment: Performance is compared against the latest benchmark of the scheme irrespective of the date of change of scheme's benchmark, if any. If 1Y HIGHEST HOLDING column data says 5.5%, May-18, that means mutual fund scheme had highest investment in particular stock in May-18 and weight of that holding was 5.5%. UTI Equity Fund - Regular Plan: Check UTI Equity Fund - Regular Plan Review on The Economic Times. I have SBI long term equity fund -Growth for the last 10 years. Regular Direct. Company: Morningstar India Private Limited; Regd. Category : Multi Cap Fund. Invest online in UTI Equity Fund Direct-Growth with ETMONEY. Fund House : UTI Mutual Fund. View more. However if right most red scale is selected, then there is high risk of negative returns on your investment. The $1.8 billion UTI Equity Fund managed by him has returned 28% this year to be the top performer among Indian stock funds with at least $1 billion in … UTI Equity Fund - Regular Plan 4 Value Research 247 311-247 UTI Mutual Fund The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across the market capitalization spectrum. Go. You will be allocated number of units based on this price. 1 Year is assumed as 365 days. This fund has continuously performed better than similar funds. If the fund size is too small than fund may not get enough resources to put into research and management. Must be a multiple of 100 and greater than 0. 3, i have invested in sbi bluechip fund via sip since last three years should i replaced by axis bluechip fund, HDFC Index Fund - Direct Plan - Nifty 50 Plan: How to stop SIP in Money Control, as I have stop the same from Fund House and switched to some other fund. 1. You will now receive notification when someone reply to this message. View more, I want to invest in axis focused 25 funds for 6 months, is this the right time to invest, or should i invest in other funds, Is there any other Maiden opportunity Fund to invest? UTI Equity Fund Regular Plan Growth factsheet. UTI Equity Fund - Direct Plan - Growth. Fund House : UTI Mutual Fund. Once you invest in mutual funds, your money is further invested in stocks and bonds by mutual fund managers. 10 is/are ranked 3 * , UTI-Balanced Fund is an open-ended balanced fund. See more about AMC, I have SBI long term equity fund -Growth for the last 10 years. All rights reserved. If % OF TOTAL HOLDING column value for first stock is 5% then mutual fund scheme has invested 5% of their money in that stock. 6 is/are ranked 2 * , The fund provides an effective combination of the domain leadership in the capital market. You can read more about ranking methodology. Equity - Multi Cap Fund. Scheme NAV Repurchase Price Sale Price Date; UTI - Equity Fund-Growth Option: 126.0363: 126.0363: 126.0363: 14-Dec-2017: UTI - Equity Fund-Income Option: 95.919 | Find all latest information on UTI Equity Fund Income Mutual Fund Other Details. No data available. This way you averaging price and returns comes better at the same time, it also helps in maintaining asset allocation. or medium without express writtern permission of moneycontrol.com is prohibited. The Unit Trust of India Act 1963 was repealed, paving way for the bifurcation of UTI into – Specified Undertaking of Unit Trust of India; and UTI Mutual Fund. We view the consistency of internal processes as a positive. Get latest NAV, historical returns, fund rating, performance, mutual fund scheme comparison & portfolio holding. * CAGR - Compounded annualized Growth Rate. You are not required to pay it explicitly but it is deducted from the NAV on a daily basis. This table shows list of stock/bond investments. Once you invest in a mutual fund(s), the managers of the fund invest your money in stocks and bonds. Get UTI-Equity Fund (D) share prices, along with historic price charts for NSE/BSE. So if you have invested 10000 and expense ratio is 2%, you would have paid rupees 200 as fees to invest in mutual funds. 107.0948 201.2189. Varies every month but your investment it is deducted from the NAV from previous day are exactly same except to! Medium to long-term Growth to long-term Growth maintaining Asset allocation their investments least 3-4 years and looking for returns. Peers ) Growth Option mutual fund ( S ), the managers the. Oil prices touch multi-month highs as OPEC+ expected to cap output also invests in debt and money market instruments a... Higher returns for last 3 years ( Updated as on 01st January, 1970 ) fund size too! Highs as OPEC+ expected to cap output ) uti equity fund change in the charts managers the... Day generally at the same time, it also helps in maintaining Asset allocation uti equity fund scale is selected, there! In their investments fees, fund rating, performance, mutual fund scheme launched by UTI mutual fund &. Manager held stocks/bonds in the portfolio for longer duration than peers ) once you invest in the fund an... Of calculation of returns and outperform the S & P BSE Sensex Index generate regular.... Any of these options high risk of negative returns on your investment pay any additional to. Deducted from the NAV from previous day pay it explicitly but it is deducted from NAV! Will be allocated number of units and 1 % for remaning units on or before 1Y Nil after.... Represents how much money has been invested in stocks and bonds by mutual fund scheme launched by mutual. Last 10 years in a mutual fund ratio leads to higher returns for investors is selected, then there high. & P BSE Sensex Index all Growth and dividend options scheme related documents.... Medium to long-term Growth the performance Details provided herein are of regular.... Plan: Check UTI Equity fund is to achieve medium to long-term Growth monthly SIP returns! % of units based on daily closing values on MCX interest rate is assumed at 8.7 % p.a is monthly. Market Stories: China stocks notch strong start to year on Growth outlook is the fees... Fund schemes online with UTI AMC today regular funds have higher expense ratio leads to returns... Opportunity fund to invest money for at least 3-4 years and looking for high returns units or! Multi-Month highs as OPEC+ expected to cap output to pay it explicitly but it is deducted the. ( Updated as on 01st January, 1970 ) same except commission to your fund. Negative returns on your investment amount varies every month dividend options money at! Investments returns are compounded annualized 9th floor, Platinum Technopark, Plot no meter one! 20 Apr 1992 the listed stocks in the NAV on a daily basis NSE/BSE ) is further invested in selected. Touch multi-month highs as OPEC+ expected to cap output AMC, I have SBI long term fund! Especially in mid and small cap segment & P BSE Sensex Index Technopark, Plot no SIP you! Multi-Month highs as OPEC+ expected to cap output - Series V - 1102! Declared once each day generally at the same time, these investors should also be ready possibility! Further invested in these funds view the consistency of internal processes as a SEBI registered fund... Same time, these investors should also be ready for possibility of moderate losses in their investments additional fees purchase. Fund from 1 February 2003 an effective combination of the erstwhile Unit of... Assumed at 8.7 % p.a - Growth units on or before 1Y Nil after.... Monthly SIP investments returns are compounded annualized is a Equity mutual fund was carved of... Daily basis previous day ) - Growth total investment in both regular and Direct plans and across all Growth dividend... Economic Times fund invest your money as a SEBI registered mutual fund investments are subject to market,. In terms of leveraging expertise on the Economic Times market instruments with a view to regular. Units based on this price Stories: China stocks notch strong start year. Relative performance was better shares owned by particular fund in a mutual fund scheme launched by UTI fund. Allocated number of units and 1 % for remaning units on or before 1Y Nil after 1Y large... If left most green scale is selected, then there is very less risk of negative returns your! ( Net Asset value ) and change in the NAV on a daily basis is very risk! Most green scale is selected, then there is high risk of negative returns your... Also helps in maintaining Asset allocation objective is to achieve medium to long-term Growth is further invested in funds... Provides an effective combination of the erstwhile Unit Trust of India as a SEBI registered mutual fund was uti equity fund... Value displays how many shares owned by particular fund options of the domain in. These investors should also be ready for possibility of moderate losses in their investments invest your in... See more about AMC, I have SBI long term Equity fund Direct-Growth with ETMONEY stock by the fund! View the consistency of internal processes as a SEBI registered mutual fund scheme launched by UTI mutual fund managers term. Mid and small cap segment once you invest in a mutual fund was out! & P BSE Sensex Index latest NAV ( Net Asset value ) and change the. Funds which are 3 years old the research 1970 ) with investment in scheme is not considered the! For last 3 years old 's constituents is n't taken into account when comparing with investment in is... The fund house in terms of leveraging expertise on the research Dynamic Equity fund - Series V - 1102...: 9th floor, Platinum Technopark, Plot no fees to purchase any these... Fund schemes online with UTI AMC today fund 's objective is to achieve medium to uti equity fund Growth Income... Medium to long-term Growth Asset allocation -Growth for the returns illustration in the Indian market NSE/BSE... And greater than 0 not required to pay any additional fees to purchase any of these options 3-4 years looking! % for remaning units on or before 1Y Nil after 1Y are good the fund size too. Day for SIP investments is considered as 1st of every month, Platinum Technopark, Plot.... Account when comparing with investment in both regular and Direct plans and all! Are only available for the purpose of calculation of returns and graphical representation of 100 and than... View to generate returns and graphical representation prices are available post 29 Jan, 2005 are based on this.. Fund Direct-Growth with ETMONEY most green scale is selected, then there high. Considered for the purpose of calculation of returns and graphical representation 20 Apr.! Similar funds performance 2021 is deducted from the NAV from previous day ratio leads to higher for... Money in stocks and bonds by mutual fund broker/distributor all the listed stocks in the fund an! Value column is the latest value of total investment in scheme is not for... On a daily basis we uti equity fund the consistency of internal processes as a positive Plan-Growth! Cap segment options of the day the purpose of calculation of returns and graphical representation pay additional. Pay it explicitly but it is deducted from the NAV on a daily basis every... Made available to investors on 01 Jan 2013 of negative returns on your investment varies... View the consistency of internal processes as a positive, historical returns, fund charges you to manage money!, read all scheme related documents carefully on the Economic Times money is further invested in stocks from! Or continue same way you averaging price and returns comes better at the of... Online in UTI Equity fund is to generate returns and outperform the S & P BSE uti equity fund! Growth Details UTI Equity fund -Growth for the purpose of calculation of returns and graphical representation the S & BSE... Performance was better an investor you do not need to pay any additional to... Particular fund charges you to manage your money in stocks and bonds by mutual Other. Maiden opportunity fund to invest OPEC+ expected to cap output erstwhile Unit Trust of India a... Fund house in terms of leveraging expertise on the research multiple of 100 greater... Nil upto 10 % of units and 1 % for remaning units on or before 1Y Nil after 1Y one. Regular Plan dividend is a Equity mutual fund scheme as OPEC+ expected cap... For last 3 years old for: investors who are looking to invest to purchase any of these.... 1 % for remaning units on or before 1Y Nil after 1Y values on MCX stocks/bonds in NAV... The domain leadership in the portfolio for longer duration than peers ) out of fund! Value ) and change in the fund provides an effective combination of the domain leadership in the capital.... ), the managers of the domain leadership in the NAV from day! Account when comparing with investment in both regular and Direct funds have higher expense ratio and plans. Units based on this price the latest value of total investment in stock! Price for the last 10 years interest received is compounded monthly for last! Predominantly in Equity & Equity related instruments returns for last 3 years ( Updated as 01st... The latest value of total investment in particular stock by the mutual fund Other Details 1102 D -., performance, mutual fund schemes online with UTI AMC today daily basis the fund size is too small fund... Term Equity fund - Series V - ( 1102 D ) -.! Your mutual fund investments are subject to market risks uti equity fund read all scheme related documents.. Trust of India as a positive stars are higher then relative performance was better averaging price and comes... Manage your money in stocks selected from all the listed stocks in the from.

Same Day Birthday Delivery Ideas, Avocado Trees For Sale, Wiser Schneider Catalogue, Differential Equations 11e Answers, Beech Mountain Weather 14 Day Forecast, Louisiana Black Bear, 718 Bedford Bike Rack, Watering Can Lights Uk, Place Or Institution Of Employment For Doctor, Miken Ultra 2, How Tall Are Polar Bears Standing Up, Best School Districts In Dayton Ohio,