UTI-Equity Savings Fund - Regular (IDCW-M) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of UTI-Equity Savings Fund - Regular (IDCW-M) (37888) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
UTI-Equity Savings Fund - Regular (IDCW-M)
UTI Asset Management Company Ltd
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. However, there is no assurance or guarantee that the investment objective of the Scheme would be achieved.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Moderate Returns
Risk
Moderate Risk
Expenses
Moderate Expenses
Portfolio Mix
Diversified
Management
Seasoned Team
Quality Score
Average Quality
UTI-Equity Savings Fund - Regular (IDCW-M) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
Alpha Generation
Outperformance vs benchmark
1-Year Returns
Recent performance momentum
Management Stability
Fund manager experience
Equity Exposure
Market exposure level
Risk Assessment
Risk-adjusted returns
Long-term Track Record
Historical performance consistency
Cost Efficiency
Fund management costs
Fund Size
Assets under management
Investment Timing Insights
See how your money can grow and compare with popular investment options
Your Investment
Compare With Popular Options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Industry | % Assets |
|---|---|---|
| GSEC2030 | Govt. Securities | 9.65% |
| Gsec2029 | Govt. Securities | 6.81% |
| HDFC Bank Ltd | Banks | 5.64% |
| Mahindra & Mahindra Ltd | Automobile | 4.27% |
| GSEC2035 | Govt. Securities | 4.21% |
| Infosys Ltd | IT - Software | 3.92% |
| Grasim Industries Ltd | Textiles | 3.88% |
| Gsec2039 | Govt. Securities | 3.70% |
| Kotak Mahindra Bank Ltd | Banks | 3.62% |
| Reliance Industries Ltd | Refineries | 2.96% |
Sector Breakdown
Compare against Equity Savings category average
Performance Summary
This comparison shows how the fund performs relative to the Equity Savings category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Equity Savings category
UTI-Equity Savings Fund - Regular (IDCW-M) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Sundaram Equity Savings Fund - Direct (G) | ₹83.42 | 7.77% | 5.29% | 12.69% |
| HDFC Equity Savings Fund - Direct (G) | ₹75.15 | 7.52% | 3.90% | 11.10% |
| Sundaram Equity Savings Fund (G) | ₹71.59 | 6.96% | 3.69% | 10.86% |
| HDFC Equity Savings Fund (G) | ₹66.97 | 7.00% | 2.89% | 10.06% |
| Tata Equity Saving Fund-Dir (App) | ₹62.87 | 5.81% | 5.81% | 10.50% |
| PGIM India Equity Savings Fund-Dir (G) | ₹56.69 | 5.18% | 5.74% | 7.92% |
| Tata Equity Saving Fund - (App) | ₹55.70 | 5.48% | 5.15% | 9.71% |
| PGIM India Equity Savings Fund (G) | ₹49.95 | 4.78% | 4.92% | 7.07% |
| HSBC Equity Savings Fund - Direct (G) | ₹38.61 | 12.40% | 6.36% | 14.50% |
| Bandhan Equity Savings Fund - Direct (G) | ₹35.17 | 4.68% | 6.20% | 8.65% |
Category Average Returns
V Srivatsa
A seasoned investment professional with over 8 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.