UTI Equity Savings Fund Regular - Growth
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Hybrid, Equity Savings, Principal at moderately high risk
1 Year Return 8.23% at 16 Feb 2026 03:58 PM
Fund Details
NAV 18.9715
Sub-Type Equity Savings
Rating 4
Min. SIP Amount ₹500.0
Fund Age(Year) 7.47
Fund Size(in Crores) 819.99
Fund Performance
1 Month 0.16%
3 Month 1.09%
6 Month 4.55%
1 Year 8.23%
3 Year 10.8%
5 Year 9.52%
Know This Fund
As on 16 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (34.54%) Market Cap Small Cap -31.07 Mid Cap 4.2 Large Cap 61.4 Top Sectors Financial 7.94 Technology 6.15 Energy 5.38 Automobile 2.95 Construction 2.46 Metals & Mining 2.04 Materials 1.72 Communication 1.47 Consumer Staples 1.42 Healthcare 1.28 Insurance 1.09 Services 0.64 Top Holding Life Insurance 0.86 NTPC 0.92 Reliance Industries 2.73 Infosys 1.77 Power Grid Corporation Of India 1.13 Bajaj Auto 0.1 Eicher Motors 0.35 Dabur India 0 State Bank of India 1.1 Tata Steel 0.55 Vedanta 1.13 Bajaj Finserv 0 Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue)) 0.12 Larsen & Toubro 1.97 SBI Life Insurance Company 0.12 Bharti Airtel 0.59 ITC 1.42 Maruti Suzuki India 0.46 ICICI Bank 1.39 Indus Towers 0.76 Tata Motors 0.73 DLF 0.49 Axis Bank 1.19 Aurobindo Pharma 0.89 Bharat Petroleum Corporation 0.6 Mahindra & Mahindra 0.5 NMDC 0 Cipla 0.16 Wipro 1.2 Hero Motocorp 0.82 Shriram Finance 1 HDFC Life Insurance 0.11 Tata Consultancy 1.6 JSW Steel -0.01 Bajaj Finance 0.15 Hindustan Zinc 0.37 Hindustan Aero 0 HDFC Bank 1.9 REC 0.82 Dr. Reddy's Laboratories 0.24 Grasim Industries 0.83 Kotak Mahindra Bank 0.17 Interglobe Aviation 0.64 HCL Technologies 1.57 Indusind Bank 0.2 Coal India 0.89
Debt & Others (65.47%) Sector Allocation CBLO 0.04 GOI Securities 21.38 Infrastructure Investment Trust 1.41 Debt Credit Ratings Cash 31.19 SOV 21.38 Cash & Call Money 5.69 A1+ 0.61 Debt Category Embassy Office Parks REIT 1.47 Axis Bank 0.61 Knowledge Realty Trust 1.13 Others 36.88
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Savings Fund Regular-Growth Ret 1M 0.17% Ret 1Y 9.22% Ret 3Y 9.59% Ret 5Y 7.12%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Savings Fund Regular-IDCW Ret 1M 0.17% Ret 1Y 9.22% Ret 3Y 9.59% Ret 5Y 7.12%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Savings Fund Regular-IDCW Reinvestment Ret 1M 0.17% Ret 1Y 9.22% Ret 3Y 9.59% Ret 5Y 7.12%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-Growth Ret 1M 0.13% Ret 1Y 7.03% Ret 3Y 10.21% Ret 5Y 8.03%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Monthly Payout Ret 1M 0.13% Ret 1Y 7.03% Ret 3Y 10.21% Ret 5Y 8.03%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Monthly Reinvestment Ret 1M 0.13% Ret 1Y 7.03% Ret 3Y 10.21% Ret 5Y 8.03%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Payout Ret 1M 0.13% Ret 1Y 7.03% Ret 3Y 10.21% Ret 5Y 8.03%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Quarterly Payout Ret 1M 0.13% Ret 1Y 7.03% Ret 3Y 10.21% Ret 5Y 8.03%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Quarterly Reinvestment Ret 1M 0.13% Ret 1Y 7.03% Ret 3Y 10.21% Ret 5Y 8.03%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Reinvestment Ret 1M 0.13% Ret 1Y 7.03% Ret 3Y 10.21% Ret 5Y 8.03%
Equity, Flexi Cap funds Bajaj Finserv Equity Savings Fund Regular-Growth Ret 1M 0.26% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.65%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Sunil Madhukar Patil
Education Mr. Patil is MMF, Finance
Experience He joined UTI AMC in October 1989. He has overall 32 years of experience in Primary Market Investment / Dealing and Fund Management.
Deepesh Agarwal
Education Mr. Agarwal is B.Com, C.A and CFA.
Experience Prior to joining UTI Mutual Fund, he has worked with Ambit Capital, Hexaware Technologies, Mahajan & Aibara and MVK Associates.
V Srivatsa
Education Mr. Srivatsa is a B.Com (H), Chartered Accountant, CWA. and PGDM from IIM Indore.
Experience Prior to joining UTI Mutual Fund in 2002 he has worked with Ford, Rhodes Parks & Co., Chartered Accountants and Madras Cements Ltd.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at moderately high risk
AMC and Fund details
Rank (total sets) 16
Date of Incorporation 2018-08-30
Total AUM 2026-01-31
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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