UTI Equity Savings Fund(G)-Direct Plan
View the regular plan of this scheme
Rs 18.5747 0.0183(0.099 %) NAV as on 10 Sep 2024
Scheme Objective: The investment objective of the Scheme is to provide capital appreciation and income distribution to the investors using arbitrage opportunities, investment in equity / equity related instruments and debt / money market instruments.
Performance (As on 10 Sep 2024)
| 6 month returns | 1 year returns | 3 year returns | 5 year returns | Returns since inception | |
|---|---|---|---|---|---|
| Scheme | 7.11 % | 16.59 % | 11.86 % | 12.60 % | 10.80 % |
Portfolio
Equity savings funds invest in stocks, but hedge a significant part of this exposure through derivatives. They additionally maintain a portion in debt instruments. Open equity exposure is usually low in these funds, and the allocations to equity, debt and derivatives are based on market movement and valuations. These funds offer lower-risk participation to equity and are less volatile than balanced advantage and aggressive hybrid funds.
These funds suit all investors, but especially conservative investors who wish for low-volatile equity exposure. These funds need to be held for a minimum of 1.5 years.
