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94 8300 8300
UTI Equity Fund
Performance Indicators
Annual returns compared to benchmark
Cumulative returns compared to benchmark
Value of Rs 10,000 invested 5 years ago
Value of monthly SIP of Rs 10,000 over 5 years
Chart data as on 31.03.2014
Scheme Information
| Inception Date | Jun 30, 1992 |
| Benchmark | BSE 100 |
| Objective | This scheme primarily aims at securing for the unit holders capital appreciation by investing the funds of the scheme in equity shares and convertible and non-convertible bonds/debentures of companies with good growth prospects and money market instruments. |
| Fund Manager | Anoop Bhaskar |
| Aum (Rs.Cr) | 2,472.46 |
| Allocation | Equity: 96.43% Debt & Money Market: 0.00% Other : 3.57% |
| Entry Load | 0.00 % |
| Exit Load | 1% if exit within 1 year; 0% otherwise |
| Minimum Investment Amount | Rs 5,000 for first investment, Rs 1,000 thereafter, multiples of Rs 100.00 |
| Lock-in Period | None |
| Expense Ratio | 2.08 % |
| Risk Grade | BROWN (High Risk) |
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