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UTI મ્યુચ્યુઅલ ફંડ 2022 દ્વારા 9 શ્રેષ્ઠ પ્રદર્શન કરનાર ઇક્વિટી મ્યુચ્યુઅલ ફંડ

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UTI મ્યુચ્યુઅલ ફંડ 2022 દ્વારા 9 શ્રેષ્ઠ પ્રદર્શન કરનાર ઇક્વિટી ફંડ

Updated on December 22, 2024 , 61402 views

વર્ષોથી, ઇક્વિટીમ્યુચ્યુઅલ ફંડ દ્વારાUTI મ્યુચ્યુઅલ ફંડ માં મજબૂત વૃદ્ધિ દર્શાવી છેબજાર. તેણે રોકાણકારોને નોંધપાત્ર વળતર આપ્યું છે, જેના કારણે રોકાણકારો આ ફંડમાં રોકાણ કરવા ઉત્સુક છે.

UTI

ઇક્વિટી મ્યુચ્યુઅલ ફંડ વિવિધ કંપનીઓના શેરમાં નાણાંનું રોકાણ કરે છે. વિવિધ પ્રકારના હોય છેઇક્વિટી ફંડ્સ જેમલાર્જ કેપ ફંડ્સ,મિડ કેપ ફંડ્સ,સ્મોલ કેપ ફંડ્સ,વૈવિધ્યસભર ભંડોળ, વગેરે. આ ભંડોળ લાંબા ગાળાની સંપત્તિ બનાવવા માટે એક શ્રેષ્ઠ વિકલ્પ છે. પરંતુ, કોઈએ એ ન ભૂલવું જોઈએ કે ઈક્વિટી ફંડ્સ એ ઉચ્ચ જોખમનું રોકાણ છે, તેથી વ્યક્તિએ ઊંચો રાખવો જોઈએજોખમની ભૂખ આ ફંડ્સમાં રોકાણ કરવા.

શા માટે UTI ઇક્વિટી ફંડમાં રોકાણ કરો?

ના કેટલાક મુખ્ય ગુણોરોકાણ UTI મ્યુચ્યુઅલ ફંડની ઇક્વિટી સ્કીમમાં નીચે મુજબ છે:

a કર લાભો

ફંડ હાઉસ ટેક્સ બચત મ્યુચ્યુઅલ ફંડના નામો ઓફર કરે છેયુટીઆઈ લોંગ ટર્મ ઈક્વિટી ફંડ જેના દ્વારા લોકો તેમના માટે યોજના બનાવી શકે છેકર.

c સાતત્યપૂર્ણ વળતર

UTI મ્યુચ્યુઅલ ફંડ હંમેશા તેમના રોકાણકારોને સતત વળતર આપવા માટે સખત પ્રયાસ કરે છે જેથી તેઓ તેમના ઉદ્દેશ્યોને પ્રાપ્ત કરી શકે. સારું વળતર મેળવવા માટે, ઇક્વિટી ફંડને લાંબા સમય સુધી હોલ્ડ કરવાનું સૂચન કરવામાં આવે છે.

ડી. ઍક્સેસની સરળતા

રોકાણકારો તેમના મ્યુચ્યુઅલ ફંડ એકાઉન્ટને ગમે ત્યારે અને ગમે ત્યાં ઓનલાઈન મોનિટર અને એક્સેસ કરી શકે છે. ઉપરાંત, ફંડ હાઉસ સાથે ટ્રાન્ઝેક્શન અને ક્રિયાપ્રતિક્રિયા પ્રક્રિયા પણ મુશ્કેલી મુક્ત અને ખૂબ જ વપરાશકર્તા મૈત્રીપૂર્ણ છે.

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ઇ. લાંબા ગાળાના નાણાકીય લક્ષ્યો

UTI ઇક્વિટી સ્કીમ્સ પણ રોકાણકારોને તેમના ભવિષ્ય માટે આયોજન કરવામાં મદદ કરે છે. રોકાણકારો વિવિધ લાંબા ગાળાની યોજના બનાવી શકે છેનાણાકીય લક્ષ્યો દ્વારાનિવૃત્તિ, બાળકની કારકિર્દી, સંપત્તિ સર્જન અથવા ફક્ત માટેઆવક પેઢી

આ યોજનામાં રોકાણ કરવાની યોજના ઘડી રહેલા રોકાણકારો, UTI મ્યુચ્યુઅલ ફંડ દ્વારા ટોચના 5 શ્રેષ્ઠ પ્રદર્શન કરતા ઇક્વિટી ફંડમાંથી પસંદ કરી શકે છે. આ ભંડોળને એયુએમ જેવા મહત્વના પરિમાણો હાથ ધરીને શોર્ટલિસ્ટ કરવામાં આવ્યા છે.નથી, ભૂતકાળનું પ્રદર્શન, પીઅર સરેરાશ વળતર અને અન્ય માહિતી ગુણોત્તર.

શ્રેષ્ઠ UTI ઇક્વિટી મ્યુચ્યુઅલ ફંડ્સ

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
UTI Healthcare Fund Growth ₹286.617
↑ 0.75
₹1,203-0.422.542.421.327.638.2
UTI Mid Cap Fund Growth ₹302.596
↑ 0.47
₹12,029-6.72.624.617.925.130.5
UTI Core Equity Fund Growth ₹175.309
↑ 0.18
₹4,048-6.25.430.222.123.534.4
UTI Transportation & Logistics Fund Growth ₹246.184
↑ 1.43
₹3,472-14.6-9.422.524.921.740.1
UTI Dividend Yield Fund Growth ₹173.172
↑ 0.09
₹4,203-8.33.627.217.921.535.4
UTI Infrastructure Fund Growth ₹137.495
↑ 0.25
₹2,252-10.3-5.521.92221.138.2
UTI Value Opportunities Fund Growth ₹163.308
↓ 0.00
₹10,159-7.74.126.218.620.626.7
UTI Long Term Equity Fund Growth ₹201.958
↓ -0.12
₹3,872-8.90.616.711.917.224.3
UTI India Lifestyle Fund Growth ₹57.0256
↑ 0.12
₹715-12.50.922.913.816.123
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Dec 24

1. UTI Healthcare Fund

(Erstwhile UTI Pharma & Healthcare Fund)

The Investment objective of the Scheme is capital appreciation through investments in equities and equity related instruments of the Pharma & Healthcare sectors.

UTI Healthcare Fund is a Equity - Sectoral fund was launched on 28 Jun 99. It is a fund with High risk and has given a CAGR/Annualized return of 15.3% since its launch.  Ranked 40 in Sectoral category.  Return for 2023 was 38.2% , 2022 was -12.3% and 2021 was 19.1% .

Below is the key information for UTI Healthcare Fund

UTI Healthcare Fund
Growth
Launch Date 28 Jun 99
NAV (24 Dec 24) ₹286.617 ↑ 0.75   (0.26 %)
Net Assets (Cr) ₹1,203 on 30 Nov 24
Category Equity - Sectoral
AMC UTI Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.38
Sharpe Ratio 2.43
Information Ratio 0.1
Alpha Ratio 0.54
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹15,670
30 Nov 21₹19,186
30 Nov 22₹18,040
30 Nov 23₹23,340
30 Nov 24₹33,757

UTI Healthcare Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹598,181.
Net Profit of ₹298,181
Invest Now

Returns for UTI Healthcare Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 24

DurationReturns
1 Month 1.8%
3 Month -0.4%
6 Month 22.5%
1 Year 42.4%
3 Year 21.3%
5 Year 27.6%
10 Year
15 Year
Since launch 15.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 38.2%
2022 -12.3%
2021 19.1%
2020 67.4%
2019 1.2%
2018 -7.5%
2017 6.2%
2016 -9.7%
2015 12.4%
2014 43.7%
Fund Manager information for UTI Healthcare Fund
NameSinceTenure
Kamal Gada2 May 222.59 Yr.

Data below for UTI Healthcare Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Health Care96.07%
Basic Materials1.42%
Financial Services0.39%
Asset Allocation
Asset ClassValue
Cash2.12%
Equity97.88%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 06 | SUNPHARMA
11%₹129 Cr725,000
Cipla Ltd (Healthcare)
Equity, Since 31 Jan 03 | CIPLA
6%₹69 Cr450,660
Ajanta Pharma Ltd (Healthcare)
Equity, Since 31 Jul 17 | AJANTPHARM
5%₹58 Cr193,047
↓ -15,318
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 28 Feb 18 | DRREDDY
5%₹57 Cr470,234
↑ 34,734
Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Mar 24 | GLENMARK
4%₹47 Cr309,311
↑ 58,980
Gland Pharma Ltd (Healthcare)
Equity, Since 30 Nov 20 | GLAND
4%₹46 Cr266,306
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Apr 21 | APOLLOHOSP
3%₹41 Cr60,000
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 20 | FORTIS
3%₹40 Cr611,658
↓ -22,787
Procter & Gamble Health Ltd (Healthcare)
Equity, Since 31 Dec 20 | PGHL
3%₹38 Cr74,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 17 | DIVISLAB
3%₹38 Cr61,480

2. UTI Mid Cap Fund

Investment objective is "capital appreciation" by investing primarily in mid cap stocks.

UTI Mid Cap Fund is a Equity - Mid Cap fund was launched on 7 Apr 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.4% since its launch.  Ranked 36 in Mid Cap category.  Return for 2023 was 30.5% , 2022 was -0.8% and 2021 was 43.1% .

Below is the key information for UTI Mid Cap Fund

UTI Mid Cap Fund
Growth
Launch Date 7 Apr 04
NAV (24 Dec 24) ₹302.596 ↑ 0.47   (0.16 %)
Net Assets (Cr) ₹12,029 on 30 Nov 24
Category Equity - Mid Cap
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.78
Sharpe Ratio 1.42
Information Ratio -1.34
Alpha Ratio -0.77
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹12,555
30 Nov 21₹18,666
30 Nov 22₹19,411
30 Nov 23₹23,867
30 Nov 24₹30,791

UTI Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326
Invest Now

Returns for UTI Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 24

DurationReturns
1 Month 1.9%
3 Month -6.7%
6 Month 2.6%
1 Year 24.6%
3 Year 17.9%
5 Year 25.1%
10 Year
15 Year
Since launch 18.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 30.5%
2022 -0.8%
2021 43.1%
2020 32.7%
2019 -0.2%
2018 -14.9%
2017 42%
2016 3.5%
2015 6.6%
2014 90.4%
Fund Manager information for UTI Mid Cap Fund
NameSinceTenure
Ankit Agarwal30 Aug 195.26 Yr.

Data below for UTI Mid Cap Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Consumer Cyclical19.15%
Industrials17.86%
Financial Services17.01%
Technology12.62%
Health Care10.67%
Basic Materials9.42%
Communication Services3.3%
Real Estate2.16%
Consumer Defensive2.15%
Utility1.74%
Energy0.22%
Asset Allocation
Asset ClassValue
Cash3.7%
Equity96.3%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Coforge Ltd (Technology)
Equity, Since 30 Apr 21 | COFORGE
3%₹321 Cr369,800
↓ -25,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
2%₹266 Cr449,630
↓ -906
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jul 20 | PHOENIXLTD
2%₹260 Cr1,571,611
Polycab India Ltd (Industrials)
Equity, Since 31 Dec 20 | POLYCAB
2%₹253 Cr346,808
PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | 543390
2%₹245 Cr1,293,210
↓ -58,649
Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 21 | ALKEM
2%₹229 Cr405,116
↓ -11,471
Ajanta Pharma Ltd (Healthcare)
Equity, Since 30 Nov 23 | AJANTPHARM
2%₹221 Cr730,779
Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Aug 13 | BHARATFORG
2%₹216 Cr1,620,419
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 17 | TIINDIA
2%₹209 Cr580,876
↑ 20,367
Voltas Ltd (Industrials)
Equity, Since 31 Dec 19 | VOLTAS
2%₹204 Cr1,231,484
↓ -1,412

3. UTI Core Equity Fund

(Erstwhile UTI Top 100 Fund)

The fund aims to provide long term capital appreciation/dividend distribution by investing predominantly in equity and equity related instruments of top 100 stocks by market capitalisation. There can be no assurance that the investment objectives of the scheme will be realised.

UTI Core Equity Fund is a Equity - Large & Mid Cap fund was launched on 20 May 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.4% since its launch.  Ranked 29 in Large & Mid Cap category.  Return for 2023 was 34.4% , 2022 was 4.6% and 2021 was 40.8% .

Below is the key information for UTI Core Equity Fund

UTI Core Equity Fund
Growth
Launch Date 20 May 09
NAV (24 Dec 24) ₹175.309 ↑ 0.18   (0.10 %)
Net Assets (Cr) ₹4,048 on 30 Nov 24
Category Equity - Large & Mid Cap
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio 2.01
Information Ratio 0.76
Alpha Ratio 7.15
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹10,641
30 Nov 21₹15,786
30 Nov 22₹17,177
30 Nov 23₹21,061
30 Nov 24₹28,696

UTI Core Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for UTI Core Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 24

DurationReturns
1 Month 1.3%
3 Month -6.2%
6 Month 5.4%
1 Year 30.2%
3 Year 22.1%
5 Year 23.5%
10 Year
15 Year
Since launch 14.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 34.4%
2022 4.6%
2021 40.8%
2020 12.8%
2019 1.5%
2018 -7.9%
2017 35.2%
2016 3.4%
2015 0.5%
2014 41.7%
Fund Manager information for UTI Core Equity Fund
NameSinceTenure
V Srivatsa17 May 177.55 Yr.

Data below for UTI Core Equity Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services31.86%
Consumer Cyclical10.66%
Basic Materials10.51%
Technology10.09%
Health Care8.35%
Communication Services6.17%
Consumer Defensive5.4%
Industrials5.13%
Utility3.49%
Real Estate1.75%
Energy1.42%
Asset Allocation
Asset ClassValue
Cash5.16%
Equity94.84%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 20 | HDFCBANK
8%₹311 Cr1,729,604
↑ 14,523
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 06 | ICICIBANK
5%₹192 Cr1,478,590
↑ 11,783
ITC Ltd (Consumer Defensive)
Equity, Since 31 Dec 08 | ITC
4%₹147 Cr3,090,229
↑ 44,962
Infosys Ltd (Technology)
Equity, Since 28 Feb 06 | INFY
3%₹138 Cr740,929
↑ 9,632
Vedanta Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 500295
3%₹102 Cr2,259,525
↑ 94,108
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | FEDERALBNK
2%₹96 Cr4,576,814
Dalmia Bharat Ltd (Basic Materials)
Equity, Since 30 Jun 21 | DALBHARAT
2%₹90 Cr494,141
↑ 11,220
Aditya Birla Capital Ltd (Financial Services)
Equity, Since 31 Aug 22 | ABCAPITAL
2%₹88 Cr4,540,632
↑ 409,799
Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 29 Feb 24 | 534816
2%₹87 Cr2,486,972
↑ 62,333
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Apr 20 | MFSL
2%₹84 Cr739,232
↓ -77,194

4. UTI Transportation & Logistics Fund

Investment Objective is “capital appreciation” through investments in stocks of the companies engaged in the transportation and logistics sector.

UTI Transportation & Logistics Fund is a Equity - Sectoral fund was launched on 11 Apr 04. It is a fund with High risk and has given a CAGR/Annualized return of 16.7% since its launch.  Ranked 19 in Sectoral category.  Return for 2023 was 40.1% , 2022 was 14.7% and 2021 was 24.3% .

Below is the key information for UTI Transportation & Logistics Fund

UTI Transportation & Logistics Fund
Growth
Launch Date 11 Apr 04
NAV (24 Dec 24) ₹246.184 ↑ 1.43   (0.58 %)
Net Assets (Cr) ₹3,472 on 30 Nov 24
Category Equity - Sectoral
AMC UTI Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2
Sharpe Ratio 1.19
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹10,866
30 Nov 21₹13,596
30 Nov 22₹16,779
30 Nov 23₹21,236
30 Nov 24₹27,356

UTI Transportation & Logistics Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for UTI Transportation & Logistics Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 24

DurationReturns
1 Month -2.2%
3 Month -14.6%
6 Month -9.4%
1 Year 22.5%
3 Year 24.9%
5 Year 21.7%
10 Year
15 Year
Since launch 16.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 40.1%
2022 14.7%
2021 24.3%
2020 11%
2019 -8.7%
2018 -19.5%
2017 39.6%
2016 4.8%
2015 5.7%
2014 104%
Fund Manager information for UTI Transportation & Logistics Fund
NameSinceTenure
Sachin Trivedi22 Sep 168.19 Yr.

Data below for UTI Transportation & Logistics Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Consumer Cyclical79.54%
Industrials16.35%
Asset Allocation
Asset ClassValue
Cash3.25%
Equity96.6%
Debt0.15%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 04 | M&M
15%₹522 Cr1,761,429
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 04 | MARUTI
9%₹330 Cr297,670
↑ 3,050
Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 30 Nov 08 | EICHERMOT
8%₹289 Cr597,808
↓ -12,394
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 30 Apr 04 | TATAMOTORS
7%₹246 Cr3,129,331
Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 30 Apr 18 | BAJAJ-AUTO
6%₹211 Cr233,238
↓ -25,570
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 May 18 | INDIGO
5%₹175 Cr399,357
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | HEROMOTOCO
5%₹172 Cr360,404
↓ -31,888
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 13 | ADANIPORTS
4%₹151 Cr1,267,853
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 543320
4%₹140 Cr5,011,710
↑ 1,583,399
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 19 | TVSMOTOR
3%₹102 Cr420,372

5. UTI Dividend Yield Fund

(Erstwhile UTI - Dividend Yield Fund)

The investment objective of the scheme is to provide medium to long term capital gains and/ or dividend distribution by investing predominantly in equity and equity related instruments which offer high dividend yield. There can be no assurance that the investment objectives of the scheme will be realised.

UTI Dividend Yield Fund is a Equity - Dividend Yield fund was launched on 3 May 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.6% since its launch.  Ranked 75 in Dividend Yield category.  Return for 2023 was 35.4% , 2022 was -5.3% and 2021 was 38.8% .

Below is the key information for UTI Dividend Yield Fund

UTI Dividend Yield Fund
Growth
Launch Date 3 May 05
NAV (24 Dec 24) ₹173.172 ↑ 0.09   (0.05 %)
Net Assets (Cr) ₹4,203 on 30 Nov 24
Category Equity - Dividend Yield
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.04
Sharpe Ratio 1.95
Information Ratio 0.5
Alpha Ratio 8.3
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹11,026
30 Nov 21₹15,856
30 Nov 22₹16,169
30 Nov 23₹19,610
30 Nov 24₹27,199

UTI Dividend Yield Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for UTI Dividend Yield Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 24

DurationReturns
1 Month -1.3%
3 Month -8.3%
6 Month 3.6%
1 Year 27.2%
3 Year 17.9%
5 Year 21.5%
10 Year
15 Year
Since launch 15.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 35.4%
2022 -5.3%
2021 38.8%
2020 18.9%
2019 3.3%
2018 0.5%
2017 28.5%
2016 6.1%
2015 -5.1%
2014 41.2%
Fund Manager information for UTI Dividend Yield Fund
NameSinceTenure
Amit Premchandani16 Nov 222.04 Yr.

Data below for UTI Dividend Yield Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services26.35%
Technology16.24%
Consumer Defensive9.39%
Consumer Cyclical9.22%
Health Care8.88%
Utility7.33%
Industrials5.94%
Energy5.9%
Basic Materials5.53%
Communication Services1.16%
Asset Allocation
Asset ClassValue
Cash4.07%
Equity95.93%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 12 | HDFCBANK
8%₹332 Cr1,850,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
4%₹176 Cr950,000
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 17 | TECHM
4%₹167 Cr975,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 23 | M&M
3%₹119 Cr400,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 07 | ICICIBANK
3%₹117 Cr900,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 08 | TCS
3%₹115 Cr270,000
ITC Ltd (Consumer Defensive)
Equity, Since 30 Nov 07 | ITC
3%₹114 Cr2,400,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | KOTAKBANK
3%₹106 Cr600,000
State Bank of India (Financial Services)
Equity, Since 31 Mar 23 | SBIN
2%₹101 Cr1,200,000
↑ 100,000
NTPC Ltd (Utilities)
Equity, Since 31 Jul 05 | NTPC
2%₹98 Cr2,700,000

6. UTI Infrastructure Fund

The investment objective of the Scheme is to provide income distribution and / or medium to long term "capital appreciation" by investing predominantly in equity / equity related instruments in the companies engaged either directly or indirectly in the infrastructure growth of the Indian economy. However, there is no assurance that the investment objective of the scheme will be achieved.

UTI Infrastructure Fund is a Equity - Sectoral fund was launched on 7 Apr 04. It is a fund with High risk and has given a CAGR/Annualized return of 14% since its launch.  Ranked 28 in Sectoral category.  Return for 2023 was 38.2% , 2022 was 8.8% and 2021 was 39.4% .

Below is the key information for UTI Infrastructure Fund

UTI Infrastructure Fund
Growth
Launch Date 7 Apr 04
NAV (24 Dec 24) ₹137.495 ↑ 0.25   (0.18 %)
Net Assets (Cr) ₹2,252 on 30 Nov 24
Category Equity - Sectoral
AMC UTI Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.25
Sharpe Ratio 1.52
Information Ratio 0.08
Alpha Ratio 2.32
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹9,643
30 Nov 21₹14,203
30 Nov 22₹16,129
30 Nov 23₹19,795
30 Nov 24₹26,097

UTI Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for UTI Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 24

DurationReturns
1 Month 1.4%
3 Month -10.3%
6 Month -5.5%
1 Year 21.9%
3 Year 22%
5 Year 21.1%
10 Year
15 Year
Since launch 14%
Historical performance (Yearly) on absolute basis
YearReturns
2023 38.2%
2022 8.8%
2021 39.4%
2020 3.4%
2019 6.7%
2018 -15.6%
2017 41.4%
2016 4%
2015 -5.5%
2014 60.1%
Fund Manager information for UTI Infrastructure Fund
NameSinceTenure
Sachin Trivedi1 Sep 213.25 Yr.

Data below for UTI Infrastructure Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Industrials40.92%
Communication Services12.87%
Utility11.13%
Energy10.63%
Basic Materials6.99%
Financial Services6.43%
Consumer Cyclical3.75%
Real Estate3.7%
Technology0.05%
Asset Allocation
Asset ClassValue
Cash3.54%
Equity96.46%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 17 | BHARTIARTL
12%₹273 Cr1,677,632
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 05 | LT
10%₹236 Cr632,396
NTPC Ltd (Utilities)
Equity, Since 31 Dec 18 | NTPC
7%₹152 Cr4,178,944
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 12 | ULTRACEMCO
5%₹114 Cr101,500
↑ 5,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 22 | RELIANCE
5%₹107 Cr831,450
InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Nov 22 | INDIGO
3%₹79 Cr179,999
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Sep 23 | ONGC
3%₹74 Cr2,886,087
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 11 | AXISBANK
3%₹66 Cr581,655
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 13 | ADANIPORTS
3%₹59 Cr491,713
Siemens Ltd (Industrials)
Equity, Since 31 Mar 12 | SIEMENS
2%₹55 Cr73,390

7. UTI Value Opportunities Fund

(Erstwhile UTI Opportunities Fund)

This scheme seeks to generate capital appreciation and/or income distribution by investing the funds of the scheme in equity shares and equity-related instruments. The main focus of this scheme is to capitalize on opportunities arising in the market by responding to the dynamically changing Indian economy by moving its investments amongst different sectors as prevailing trends change.

UTI Value Opportunities Fund is a Equity - Value fund was launched on 20 Jul 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.4% since its launch.  Ranked 82 in Value category.  Return for 2023 was 26.7% , 2022 was 4.3% and 2021 was 30.4% .

Below is the key information for UTI Value Opportunities Fund

UTI Value Opportunities Fund
Growth
Launch Date 20 Jul 05
NAV (24 Dec 24) ₹163.308 ↓ 0.00   (0.00 %)
Net Assets (Cr) ₹10,159 on 30 Nov 24
Category Equity - Value
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.85
Sharpe Ratio 1.88
Information Ratio 0.68
Alpha Ratio 6.49
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹11,241
30 Nov 21₹15,345
30 Nov 22₹16,736
30 Nov 23₹19,367
30 Nov 24₹26,140

UTI Value Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644
Invest Now

Returns for UTI Value Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 24

DurationReturns
1 Month -0.7%
3 Month -7.7%
6 Month 4.1%
1 Year 26.2%
3 Year 18.6%
5 Year 20.6%
10 Year
15 Year
Since launch 15.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 26.7%
2022 4.3%
2021 30.4%
2020 19%
2019 10.4%
2018 -2.4%
2017 29.1%
2016 2.6%
2015 -5.9%
2014 41.2%
Fund Manager information for UTI Value Opportunities Fund
NameSinceTenure
Amit Premchandani1 Feb 186.84 Yr.

Data below for UTI Value Opportunities Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services31.96%
Technology11.77%
Consumer Cyclical11.59%
Basic Materials10.08%
Health Care9.32%
Communication Services6.62%
Industrials4.56%
Energy4.27%
Consumer Defensive4.01%
Utility3.12%
Real Estate1.42%
Asset Allocation
Asset ClassValue
Cash1.27%
Equity98.73%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | HDFCBANK
10%₹970 Cr5,400,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | ICICIBANK
6%₹572 Cr4,400,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
5%₹553 Cr2,975,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
4%₹374 Cr2,300,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | AXISBANK
3%₹330 Cr2,900,000
↑ 100,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 18 | SBIN
3%₹309 Cr3,683,422
↑ 83,422
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 23 | KOTAKBANK
3%₹309 Cr1,750,000
Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 20 | TECHM
3%₹308 Cr1,800,000
Reliance Industries Ltd (Energy)
Equity, Since 31 May 24 | RELIANCE
3%₹284 Cr2,200,000
↑ 150,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | M&M
2%₹245 Cr825,000

8. UTI Long Term Equity Fund

(Erstwhile UTI Long Term Equity Fund (Tax Saving))

The funds collected under the scheme shall be invested in equities, fully convertible debentures/ bonds and warrants of companies. Investment may also be made in issues of partly convertible debentures/bonds including those issued on rights basis subject to the condition that, as far as possible, the non-convertible portion of the debentures/bonds so acquired or subscribed shall be disinvested within a period of twelve months from their acquisition.

UTI Long Term Equity Fund is a Equity - ELSS fund was launched on 15 Dec 99. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.8% since its launch.  Ranked 29 in ELSS category.  Return for 2023 was 24.3% , 2022 was -3.5% and 2021 was 33.1% .

Below is the key information for UTI Long Term Equity Fund

UTI Long Term Equity Fund
Growth
Launch Date 15 Dec 99
NAV (24 Dec 24) ₹201.958 ↓ -0.12   (-0.06 %)
Net Assets (Cr) ₹3,872 on 30 Nov 24
Category Equity - ELSS
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.9
Sharpe Ratio 1.07
Information Ratio -1.15
Alpha Ratio -4.14
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹11,350
30 Nov 21₹15,903
30 Nov 22₹16,194
30 Nov 23₹18,336
30 Nov 24₹22,516

UTI Long Term Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for UTI Long Term Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 24

DurationReturns
1 Month 0.6%
3 Month -8.9%
6 Month 0.6%
1 Year 16.7%
3 Year 11.9%
5 Year 17.2%
10 Year
15 Year
Since launch 14.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 24.3%
2022 -3.5%
2021 33.1%
2020 20.2%
2019 10.4%
2018 -6.5%
2017 33.1%
2016 3.3%
2015 2.6%
2014 40.7%
Fund Manager information for UTI Long Term Equity Fund
NameSinceTenure
Vishal Chopda30 Aug 195.26 Yr.

Data below for UTI Long Term Equity Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services28.48%
Consumer Cyclical14.9%
Technology10.87%
Industrials9.25%
Consumer Defensive6.65%
Health Care6.1%
Basic Materials6.03%
Communication Services6.02%
Utility4.01%
Real Estate2.74%
Energy2.47%
Asset Allocation
Asset ClassValue
Cash1.57%
Equity98.43%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 11 | HDFCBANK
8%₹317 Cr1,765,955
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | ICICIBANK
8%₹312 Cr2,399,846
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY
6%₹221 Cr1,190,348
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 13 | BHARTIARTL
5%₹181 Cr1,113,374
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | AXISBANK
3%₹123 Cr1,082,691
Godrej Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 May 21 | GODREJCP
2%₹92 Cr740,047
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Sep 19 | DMART
2%₹85 Cr228,813
↑ 4,250
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 May 22 | ULTRACEMCO
2%₹84 Cr75,004
Whirlpool of India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 19 | WHIRLPOOL
2%₹80 Cr430,757
Tech Mahindra Ltd (Technology)
Equity, Since 31 Aug 13 | TECHM
2%₹76 Cr442,947

9. UTI India Lifestyle Fund

The investment objective of the scheme is to provide long term capital appreciation and/or income distribution from a diversified portfolio of equity and equity related instruments by primarily investing in sectors, areas, companies and themes that are expected to benefit from changing Indian demographics, Indian lifestyles and rising consumption pattern. However, there can be no assurance that the investment objective of the scheme will be achieved.

UTI India Lifestyle Fund is a Equity - Sectoral fund was launched on 30 Jul 07. It is a fund with High risk and has given a CAGR/Annualized return of 10.5% since its launch.  Ranked 64 in Sectoral category.  Return for 2023 was 23% , 2022 was -2.3% and 2021 was 26.4% .

Below is the key information for UTI India Lifestyle Fund

UTI India Lifestyle Fund
Growth
Launch Date 30 Jul 07
NAV (24 Dec 24) ₹57.0256 ↑ 0.12   (0.21 %)
Net Assets (Cr) ₹715 on 30 Nov 24
Category Equity - Sectoral
AMC UTI Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.51
Sharpe Ratio 1.17
Information Ratio -1.38
Alpha Ratio -0.03
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹10,512
30 Nov 21₹14,586
30 Nov 22₹14,798
30 Nov 23₹16,795
30 Nov 24₹21,346

UTI India Lifestyle Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for UTI India Lifestyle Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 24

DurationReturns
1 Month 0.3%
3 Month -12.5%
6 Month 0.9%
1 Year 22.9%
3 Year 13.8%
5 Year 16.1%
10 Year
15 Year
Since launch 10.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 23%
2022 -2.3%
2021 26.4%
2020 15.2%
2019 5.8%
2018 -2.5%
2017 32.6%
2016 3.2%
2015 -1.9%
2014 32.6%
Fund Manager information for UTI India Lifestyle Fund
NameSinceTenure
Vishal Chopda28 Feb 186.76 Yr.

Data below for UTI India Lifestyle Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Consumer Cyclical37.95%
Consumer Defensive27.8%
Communication Services10.84%
Industrials7.09%
Financial Services6.24%
Real Estate2.14%
Health Care1.98%
Basic Materials1.72%
Asset Allocation
Asset ClassValue
Cash2.09%
Equity97.91%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 11 | BHARTIARTL
7%₹48 Cr297,000
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | TRENT
6%₹45 Cr66,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 11 | MARUTI
5%₹34 Cr30,400
ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 07 | ITC
4%₹31 Cr645,000
Godrej Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 May 21 | GODREJCP
4%₹30 Cr240,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | M&M
4%₹30 Cr100,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | DMART
4%₹27 Cr73,500
↑ 500
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 20 | HINDUNILVR
4%₹26 Cr106,000
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 30 Nov 23 | HEROMOTOCO
4%₹26 Cr55,000
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 May 23 | UNITDSPR
3%₹20 Cr128,700

UTI મ્યુચ્યુઅલ ફંડમાં ઓનલાઈન કેવી રીતે રોકાણ કરવું?

  1. Fincash.com પર આજીવન માટે મફત રોકાણ ખાતું ખોલો.

  2. તમારી નોંધણી અને KYC પ્રક્રિયા પૂર્ણ કરો

  3. દસ્તાવેજો અપલોડ કરો (PAN, આધાર, વગેરે).અને, તમે રોકાણ કરવા માટે તૈયાર છો!

    શરૂ કરો

FAQs

1. UTI મ્યુચ્યુઅલ ફંડનું સ્વરૂપ શું છે?

અ:સેબી અગાઉના UTIમાંથી UTI મ્યુચ્યુઅલ ફંડની રચના કરી હતીબેંક 1લી ફેબ્રુઆરી 2003ના રોજ. ફંડનું સંચાલન UTI એસેટ મેનેજમેન્ટ કંપની અને તેના મુખ્ય પ્રાયોજકો સ્ટેટ બેંક ઓફ ઈન્ડિયા (SBI), પંજાબ દ્વારા કરવામાં આવે છે.નેશનલ બેંક (PNB), બેંક ઓફ બરોડા, અનેભારતીય જીવન વીમા નિગમ.

2. શું UTI મ્યુચ્યુઅલ ફંડના શેર અન્ય કોઈ જૂથ પાસે છે?

અ: હા, UTI મ્યુચ્યુઅલ ફંડના 26% શેર T Rowe Price Group INC પાસે છે. તે T Rowe Price Global Investment Services Ltd ની પેટાકંપની છે.

3. શું UTI મ્યુચ્યુઅલ ફંડમાં રોકાણ કરવું યોગ્ય છે?

અ: UTI મ્યુચ્યુઅલ ફંડ સૌથી વધુ પસંદ કરવામાં આવે છેAMCs. ઐતિહાસિક રીતે, તે સૌથી ભરોસાપાત્ર રોકાણ યોજના સાબિત થઈ છે.

અ: યુટીઆઈ માસ્ટરશેર, જે અગાઉની યુટીઆઈ બેંકના અસ્તિત્વ તરીકે 1986 માં શરૂ કરવામાં આવી હતી, તે સૌથી લાંબી ચાલતી અને સૌથી સફળ મ્યુચ્યુઅલ ફંડ યોજનાઓમાંની એક છે.

5. શું હું UTI મ્યુચ્યુઅલ ફંડમાં ઓનલાઈન રોકાણ કરી શકું?

અ: હા, કંપનીની વેબસાઈટ પર લોગ-ઈન કરો. તે પછી, તમારે KYC ધોરણો અનુસાર તમારી વ્યક્તિગત વિગતો પ્રદાન કરવાની જરૂર પડશે, જેમ કે તમારો ઓળખનો પુરાવો, સરનામાનો પુરાવો અને અન્ય સમાન વિગતો. એકવાર તમે નોંધણી પૂર્ણ કરી લો, પછી તમારે જોખમ સ્તર અને રોકાણનો પ્રકાર પસંદ કરવો પડશે. તમારી વિગતો ચકાસવામાં અને ઓનલાઈન નોંધણી પ્રક્રિયા પૂર્ણ કરવામાં 1-2 કામકાજી દિવસ લાગે છે. એકવાર તે પૂર્ણ થઈ જાય, પછી તમે અપડેટ રાખી શકો છો અને તમારી જરૂરિયાતો અનુસાર રોકાણ બદલી શકો છો.

6. યોગ્ય UTI મ્યુચ્યુઅલ ફંડ કેવી રીતે પસંદ કરવું?

અ: પ્રથમ વસ્તુ જે તમારે તપાસવી જોઈએ તે છે NAV અને ચોક્કસ ફંડનું ઐતિહાસિક વળતર. ઉદાહરણ તરીકે, UTI ટ્રાન્સપોર્ટેશન એન્ડ લોજિસ્ટિક્સ ફંડની NAV રૂ. 122.133 છે અને તેણે 5 વર્ષમાં 8.9% વળતર દર્શાવ્યું છે. તેની સરખામણીમાં, યુટીઆઈ ઈક્વિટી ફંડની એનએવી રૂ. 212.768, પરંતુ 5 વર્ષમાં 31.5% નું ઐતિહાસિક વળતર દર્શાવ્યું છે.

જો કે UTI ઇક્વિટીની NAV UTI ટ્રાન્સપોર્ટેશન એન્ડ લોજિસ્ટિક્સ કરતા વધારે છે, તેમ છતાં પહેલાનું વળતર બાદ કરતા વધારે છે. આમ, તમે રોકાણ કરવા માંગો છો તે રકમ અને ROIના આધારે, તમારે ચોક્કસ ફંડ પસંદ કરવું જોઈએ.

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અહીં આપેલી માહિતી સચોટ છે તેની ખાતરી કરવા માટેના તમામ પ્રયાસો કરવામાં આવ્યા છે. જો કે, ડેટાની શુદ્ધતા અંગે કોઈ ગેરંટી આપવામાં આવતી નથી. કોઈપણ રોકાણ કરતા પહેલા કૃપા કરીને સ્કીમ માહિતી દસ્તાવેજ સાથે ચકાસો.
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