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UTI Equity Savings Fund

UTI·
Equity Savings
1Y
+3.85%
3Y
+8.96%
5Y
+8.77%
Since Inception
+10.03%
Sharpe
0.41
Sortino
0.61
Max Drawdown
-5.08%
Volatility
4.89%
Alpha
+1.91%
Beta
0.94
Info Ratio
1.57
Up / Down Capture
110 / 83
NAV (last ~1 year)
Fund details
AMCUTI
Fund manager-
Data from2021-04-13
AUM₹820 Cr (January - March 2026)
Expense ratio (Direct)0.87%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Equity Savings
1Y
#20 of 25
Top 80%
3Y CAGR
#13 of 22
Top 59%
5Y CAGR
#4 of 18
Top 22%
Sharpe
#8 of 25
Top 32%