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10 શ્રેષ્ઠ UTI SIP મ્યુચ્યુઅલ ફંડ્સ 2022 | શ્રેષ્ઠ SIP ફંડ્સ

ફિન્કેશ »UTI મ્યુચ્યુઅલ ફંડ »શ્રેષ્ઠ UTI SIP ફંડ્સ

10 શ્રેષ્ઠ UTI SIP મ્યુચ્યુઅલ ફંડ્સ 2022

Updated on November 11, 2024 , 24671 views

UTI SIP એ સૌથી અસરકારક રીત છેમ્યુચ્યુઅલ ફંડમાં રોકાણ કરો યોજનાઓSIP અથવા વ્યવસ્થિતરોકાણ યોજના જેવા કામ કરે છેરિકરિંગ ડિપોઝિટ, જેમાં ચોક્કસ રકમનું રોકાણ નિયત અંતરાલ (સાપ્તાહિક/માસિક/ત્રિમાસિક) પર કરવામાં આવે છે. વ્યક્તિ ફક્ત INR 500 માં SIP શરૂ કરી શકે છે, જે તેને રોકાણના સૌથી સસ્તું માધ્યમ બનાવે છે. તમે નિયમિત બની ગયા ત્યારથીરોકાણકાર SIP દ્વારા, તમે સરળતાથી લાંબા ગાળાની બચતની ટેવ પાડી શકો છો. ઉપરાંત,SIP રોકાણ લાંબા ગાળે લાભ, ખાસ કરીને માંઇક્વિટી ફંડ્સ. તે ઇક્વિટીના જોખમને સંતુલિત કરે છેબજાર સારું, તેથી તમને એક સ્થિર આપે છેઆવક બજારની તોફાની પરિસ્થિતિ દરમિયાન પણ.UTI

શ્રેષ્ઠ UTI SIP ફંડમાં શા માટે રોકાણ કરવું?

SIP ના કેટલાક મુખ્ય ફાયદાઓ જેના દ્વારા તમે મેળવી શકો છોરોકાણ યુટીઆઈ યોજનાઓમાં છે:

SIP માં રોકાણ કરવા આતુર રોકાણકારો, અહીં ટોચની 10 શ્રેષ્ઠ UTI SIP છેમ્યુચ્યુઅલ ફંડ રોકાણ કરવું. એયુએમ જેવા અમુક પરિમાણો હાથ ધરીને આ ભંડોળને શોર્ટલિસ્ટ કરવામાં આવ્યું છે,નથી, ભૂતકાળનું પ્રદર્શન, પીઅર સરેરાશ વળતર, વગેરે.

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રોકાણ કરવા માટે શ્રેષ્ઠ UTI SIP ઇક્વિટી મ્યુચ્યુઅલ ફંડ

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
UTI Transportation & Logistics Fund Growth ₹245.702
↓ -5.64
₹3,924 500 -8.90.332.82121.740.1
UTI Healthcare Fund Growth ₹277.613
↓ -4.81
₹1,201 500 4.624.146.619.128.238.2
UTI Infrastructure Fund Growth ₹135.585
↓ -2.15
₹2,472 500 -6.84.733.518.42138.2
UTI Core Equity Fund Growth ₹170.949
↓ -3.06
₹4,086 500 -1.613.837.317.923.634.4
UTI Dividend Yield Fund Growth ₹172.855
↓ -2.90
₹4,485 500 -3.215.440.815.921.435.4
UTI Value Opportunities Fund Growth ₹161.197
↓ -3.04
₹10,757 500 -1.41536.215.621.126.7
UTI Mid Cap Fund Growth ₹292.303
↓ -6.46
₹12,708 500 -4.311.627.914.124.530.5
UTI India Lifestyle Fund Growth ₹56.1046
↓ -0.56
₹777 500 -4.28.127.810.815.823
UTI Banking and Financial Services Fund Growth ₹168.176
↓ -3.89
₹1,192 500 1.88.421.410.811.319.5
UTI MNC Fund Growth ₹385.592
↓ -6.87
₹3,249 500 -4.26.823.810.414.322.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Nov 24
*આધારિત ભંડોળની યાદીસંપત્તિ >= 100 કરોડ & પર છટણી કરેલ3 વર્ષCAGR પરત કરે છે.

1. 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 16.8% 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 (13 Nov 24) ₹245.702 ↓ -5.64   (-2.25 %)
Net Assets (Cr) ₹3,924 on 30 Sep 24
Category Equity - Sectoral
AMC UTI Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2
Sharpe Ratio 3.53
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)
Sub Cat. Sectoral

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,187
31 Oct 21₹13,880
31 Oct 22₹16,383
31 Oct 23₹18,725
31 Oct 24₹26,663

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 13 Nov 24

DurationReturns
1 Month -12.2%
3 Month -8.9%
6 Month 0.3%
1 Year 32.8%
3 Year 21%
5 Year 21.7%
10 Year
15 Year
Since launch 16.8%
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 168.11 Yr.

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

Equity Sector Allocation
SectorValue
Consumer Cyclical78.76%
Industrials16.74%
Financial Services0.42%
Asset Allocation
Asset ClassValue
Cash3.86%
Equity95.93%
Debt0.21%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 04 | M&M
14%₹481 Cr1,761,429
↓ -56,862
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 04 | MARUTI
9%₹326 Cr294,620
↑ 7,837
Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 30 Nov 08 | EICHERMOT
9%₹299 Cr610,202
↑ 40,000
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 30 Apr 04 | TATAMOTORS
8%₹261 Cr3,129,331
↓ -310,124
Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 30 Apr 18 | 532977
7%₹255 Cr258,808
↓ -46,994
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | HEROMOTOCO
6%₹196 Cr392,292
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 13 | ADANIPORTS
5%₹174 Cr1,267,853
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 May 18 | INDIGO
5%₹162 Cr399,357
↑ 21,718
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 19 | 532343
3%₹105 Cr420,372
↑ 43,679
Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 28 Feb 18 | MOTHERSON
2%₹83 Cr4,603,385

2. 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 (13 Nov 24) ₹277.613 ↓ -4.81   (-1.70 %)
Net Assets (Cr) ₹1,201 on 30 Sep 24
Category Equity - Sectoral
AMC UTI Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.38
Sharpe Ratio 2.51
Information Ratio -0.21
Alpha Ratio 1.27
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)
Sub Cat. Sectoral

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹15,449
31 Oct 21₹19,772
31 Oct 22₹18,618
31 Oct 23₹21,719
31 Oct 24₹34,592

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 ₹612,552.
Net Profit of ₹312,552
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 13 Nov 24

DurationReturns
1 Month -4.2%
3 Month 4.6%
6 Month 24.1%
1 Year 46.6%
3 Year 19.1%
5 Year 28.2%
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 222.5 Yr.

Data below for UTI Healthcare Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Health Care95.93%
Basic Materials1.5%
Financial Services1.04%
Asset Allocation
Asset ClassValue
Cash1.42%
Equity98.47%
Debt0.11%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 06 | SUNPHARMA
11%₹134 Cr725,000
↓ -10,274
Cipla Ltd (Healthcare)
Equity, Since 31 Jan 03 | 500087
6%₹70 Cr450,660
↑ 660
Ajanta Pharma Ltd (Healthcare)
Equity, Since 31 Jul 17 | 532331
5%₹64 Cr208,365
↑ 8,365
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 28 Feb 18 | DRREDDY
5%₹55 Cr435,500
Gland Pharma Ltd (Healthcare)
Equity, Since 30 Nov 20 | GLAND
4%₹44 Cr266,306
↑ 96,263
Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Mar 24 | 532296
4%₹42 Cr250,331
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Apr 21 | APOLLOHOSP
4%₹42 Cr60,000
↓ -4,796
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 20 | 532843
3%₹40 Cr634,445
Procter & Gamble Health Ltd (Healthcare)
Equity, Since 31 Dec 20 | PGHL
3%₹39 Cr74,000
Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 31 Mar 19 | ERIS
3%₹36 Cr275,361

3. 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 (13 Nov 24) ₹135.585 ↓ -2.15   (-1.56 %)
Net Assets (Cr) ₹2,472 on 30 Sep 24
Category Equity - Sectoral
AMC UTI Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.25
Sharpe Ratio 2.98
Information Ratio -0.01
Alpha Ratio 4.64
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)
Sub Cat. Sectoral

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹8,490
31 Oct 21₹14,697
31 Oct 22₹15,878
31 Oct 23₹18,450
31 Oct 24₹26,788

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 ₹505,644.
Net Profit of ₹205,644
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 13 Nov 24

DurationReturns
1 Month -8.5%
3 Month -6.8%
6 Month 4.7%
1 Year 33.5%
3 Year 18.4%
5 Year 21%
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 213.17 Yr.

Data below for UTI Infrastructure Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Industrials40.13%
Communication Services12.53%
Utility12.26%
Energy10.78%
Basic Materials6.5%
Financial Services6.45%
Consumer Cyclical3.75%
Real Estate3.5%
Technology0.09%
Asset Allocation
Asset ClassValue
Cash3.91%
Equity96%
Debt0.1%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 17 | BHARTIARTL
12%₹271 Cr1,677,632
↓ -40,670
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 05 | LT
10%₹229 Cr632,396
↓ -35,000
NTPC Ltd (Utilities)
Equity, Since 31 Dec 18 | 532555
7%₹171 Cr4,178,944
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 22 | RELIANCE
5%₹111 Cr831,450
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 12 | 532538
5%₹107 Cr96,500
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Sep 23 | 500312
3%₹77 Cr2,886,087
InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Nov 22 | INDIGO
3%₹73 Cr179,999
↑ 13,914
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 13 | ADANIPORTS
3%₹68 Cr491,713
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 11 | 532215
3%₹67 Cr581,655
J Kumar Infraprojects Ltd (Industrials)
Equity, Since 31 Oct 15 | JKIL
2%₹54 Cr675,092

4. 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 14.3% 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 (13 Nov 24) ₹170.949 ↓ -3.06   (-1.76 %)
Net Assets (Cr) ₹4,086 on 30 Sep 24
Category Equity - Large & Mid Cap
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio 3.16
Information Ratio 0.57
Alpha Ratio 7.54
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)
Sub Cat. Large & Mid Cap

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,621
31 Oct 21₹16,755
31 Oct 22₹17,111
31 Oct 23₹20,013
31 Oct 24₹29,457

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 13 Nov 24

DurationReturns
1 Month -5.9%
3 Month -1.6%
6 Month 13.8%
1 Year 37.3%
3 Year 17.9%
5 Year 23.6%
10 Year
15 Year
Since launch 14.3%
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 177.47 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services33.74%
Consumer Cyclical10.35%
Technology9.63%
Basic Materials9.47%
Health Care8.2%
Communication Services6.22%
Consumer Defensive5.25%
Industrials5.01%
Utility3.59%
Energy1.73%
Real Estate1.63%
Asset Allocation
Asset ClassValue
Cash5.07%
Equity94.83%
Debt0.1%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 20 | HDFCBANK
7%₹298 Cr1,715,081
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 06 | ICICIBANK
5%₹190 Cr1,466,807
↑ 32,794
ITC Ltd (Consumer Defensive)
Equity, Since 31 Dec 08 | ITC
4%₹149 Cr3,045,267
↑ 43,167
Infosys Ltd (Technology)
Equity, Since 28 Feb 06 | INFY
3%₹129 Cr731,297
↑ 54,260
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Apr 20 | 500271
3%₹105 Cr816,426
↓ -93,600
Vedanta Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 500295
3%₹100 Cr2,165,417
↑ 270,872
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | FEDERALBNK
2%₹93 Cr4,576,814
↑ 735,828
Dalmia Bharat Ltd (Basic Materials)
Equity, Since 30 Jun 21 | DALBHARAT
2%₹89 Cr482,921
Aditya Birla Capital Ltd (Financial Services)
Equity, Since 31 Aug 22 | ABCAPITAL
2%₹84 Cr4,130,833
Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 29 Feb 24 | 534816
2%₹83 Cr2,424,639
↑ 183,835

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 15.7% 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 (13 Nov 24) ₹172.855 ↓ -2.90   (-1.65 %)
Net Assets (Cr) ₹4,485 on 30 Sep 24
Category Equity - Dividend Yield
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.04
Sharpe Ratio 2.85
Information Ratio 0.3
Alpha Ratio 5.53
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)
Sub Cat. Dividend Yield

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,946
31 Oct 21₹16,007
31 Oct 22₹15,381
31 Oct 23₹17,775
31 Oct 24₹26,501

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 13 Nov 24

DurationReturns
1 Month -6.5%
3 Month -3.2%
6 Month 15.4%
1 Year 40.8%
3 Year 15.9%
5 Year 21.4%
10 Year
15 Year
Since launch 15.7%
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 221.96 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services25.81%
Technology15.32%
Consumer Defensive9.49%
Health Care9.46%
Consumer Cyclical9.18%
Utility7.88%
Industrials6.29%
Energy5.78%
Basic Materials5.62%
Communication Services1.15%
Asset Allocation
Asset ClassValue
Cash3.78%
Equity95.98%
Debt0.23%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 12 | HDFCBANK
8%₹321 Cr1,850,000
↑ 25,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
4%₹167 Cr950,000
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 17 | 532755
4%₹157 Cr975,000
↓ -25,000
ITC Ltd (Consumer Defensive)
Equity, Since 30 Nov 07 | ITC
3%₹117 Cr2,400,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 07 | ICICIBANK
3%₹116 Cr900,000
NTPC Ltd (Utilities)
Equity, Since 31 Jul 05 | 532555
3%₹110 Cr2,700,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 23 | M&M
3%₹109 Cr400,000
↓ -50,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 08 | TCS
3%₹107 Cr270,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | KOTAKBANK
2%₹104 Cr600,000
Great Eastern Shipping Co Ltd (Industrials)
Equity, Since 30 Jun 06 | GESHIP
2%₹95 Cr740,000

6. 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 (13 Nov 24) ₹161.197 ↓ -3.04   (-1.85 %)
Net Assets (Cr) ₹10,757 on 30 Sep 24
Category Equity - Value
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.85
Sharpe Ratio 2.96
Information Ratio 0.59
Alpha Ratio 5.65
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)
Sub Cat. Value

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹10,258
31 Oct 21₹16,268
31 Oct 22₹16,818
31 Oct 23₹18,449
31 Oct 24₹26,779

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 ₹518,033.
Net Profit of ₹218,033
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 13 Nov 24

DurationReturns
1 Month -6.5%
3 Month -1.4%
6 Month 15%
1 Year 36.2%
3 Year 15.6%
5 Year 21.1%
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 186.75 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services31.47%
Technology11.46%
Consumer Cyclical11.35%
Basic Materials10.22%
Health Care9.58%
Communication Services6.48%
Industrials4.87%
Energy4.25%
Consumer Defensive3.89%
Utility3.21%
Real Estate1.3%
Asset Allocation
Asset ClassValue
Cash1.73%
Equity98.08%
Debt0.19%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | HDFCBANK
9%₹937 Cr5,400,000
↑ 50,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | ICICIBANK
6%₹569 Cr4,400,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
5%₹523 Cr2,975,000
↑ 25,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
4%₹371 Cr2,300,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
3%₹325 Cr2,800,000
↑ 200,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 23 | KOTAKBANK
3%₹303 Cr1,750,000
↑ 50,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 18 | SBIN
3%₹295 Cr3,600,000
Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 20 | 532755
3%₹290 Cr1,800,000
↓ -25,000
Reliance Industries Ltd (Energy)
Equity, Since 31 May 24 | RELIANCE
3%₹273 Cr2,050,000
↑ 350,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | M&M
2%₹225 Cr825,000
↓ -25,000

7. 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 18.3% 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 (13 Nov 24) ₹292.303 ↓ -6.46   (-2.16 %)
Net Assets (Cr) ₹12,708 on 30 Sep 24
Category Equity - Mid Cap
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.78
Sharpe Ratio 2.31
Information Ratio -1.37
Alpha Ratio 0.63
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)
Sub Cat. Mid Cap

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹11,177
31 Oct 21₹18,826
31 Oct 22₹19,453
31 Oct 23₹22,263
31 Oct 24₹30,501

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 ₹556,833.
Net Profit of ₹256,833
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 13 Nov 24

DurationReturns
1 Month -7.8%
3 Month -4.3%
6 Month 11.6%
1 Year 27.9%
3 Year 14.1%
5 Year 24.5%
10 Year
15 Year
Since launch 18.3%
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 195.18 Yr.

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

Equity Sector Allocation
SectorValue
Consumer Cyclical19.45%
Industrials18.02%
Financial Services17.26%
Technology11.8%
Health Care10.75%
Basic Materials9.41%
Communication Services3.33%
Consumer Defensive2.18%
Utility2.06%
Real Estate2.01%
Energy0.55%
Asset Allocation
Asset ClassValue
Cash3.04%
Equity96.82%
Debt0.14%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Coforge Ltd (Technology)
Equity, Since 30 Apr 21 | COFORGE
3%₹301 Cr394,800
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 17 | TIINDIA
2%₹251 Cr560,509
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
2%₹242 Cr450,536
↓ -50,500
Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 21 | ALKEM
2%₹241 Cr416,587
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jul 20 | 503100
2%₹239 Cr1,571,611
↑ 25,000
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Jul 18 | 500271
2%₹230 Cr1,795,097
PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | 543390
2%₹230 Cr1,351,859
Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Aug 13 | 500493
2%₹229 Cr1,620,419
Polycab India Ltd (Industrials)
Equity, Since 31 Dec 20 | POLYCAB
2%₹225 Cr346,808
↑ 8,159
Ajanta Pharma Ltd (Healthcare)
Equity, Since 30 Nov 23 | 532331
2%₹224 Cr730,779
↓ -9,994

8. 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 (13 Nov 24) ₹56.1046 ↓ -0.56   (-0.99 %)
Net Assets (Cr) ₹777 on 30 Sep 24
Category Equity - Sectoral
AMC UTI Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.51
Sharpe Ratio 3.31
Information Ratio -0.93
Alpha Ratio 0.69
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)
Sub Cat. Sectoral

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,596
31 Oct 21₹14,335
31 Oct 22₹14,903
31 Oct 23₹15,553
31 Oct 24₹21,119

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 ₹447,579.
Net Profit of ₹147,579
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 13 Nov 24

DurationReturns
1 Month -10.6%
3 Month -4.2%
6 Month 8.1%
1 Year 27.8%
3 Year 10.8%
5 Year 15.8%
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 186.68 Yr.

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

Equity Sector Allocation
SectorValue
Consumer Cyclical37.58%
Consumer Defensive27.85%
Communication Services10.67%
Industrials6.9%
Financial Services6.33%
Basic Materials2.05%
Health Care2.03%
Real Estate1.98%
Asset Allocation
Asset ClassValue
Cash4.41%
Equity95.39%
Debt0.21%
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 | 500251
7%₹47 Cr66,000
↓ -4,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 11 | MARUTI
5%₹34 Cr30,400
↓ -4,800
ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 07 | ITC
4%₹32 Cr645,000
Godrej Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 May 21 | 532424
4%₹31 Cr240,000
↑ 2,400
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
4%₹29 Cr73,000
↑ 3,000
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 30 Nov 23 | HEROMOTOCO
4%₹27 Cr55,000
↑ 1,049
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | M&M
4%₹27 Cr100,000
↑ 22,500
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 20 | HINDUNILVR
4%₹27 Cr106,000
↑ 29,800
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 May 23 | UNITDSPR
3%₹19 Cr128,700

9. UTI Banking and Financial Services Fund

(Erstwhile UTI Banking Sector Fund)

Investment objective is "capital appreciation" through investments in the stocks of the companies/institutions engaged in the banking and financial services activities.

UTI Banking and Financial Services 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 14.7% since its launch.  Ranked 20 in Sectoral category.  Return for 2023 was 19.5% , 2022 was 15.1% and 2021 was 14.3% .

Below is the key information for UTI Banking and Financial Services Fund

UTI Banking and Financial Services Fund
Growth
Launch Date 7 Apr 04
NAV (13 Nov 24) ₹168.176 ↓ -3.89   (-2.26 %)
Net Assets (Cr) ₹1,192 on 30 Sep 24
Category Equity - Sectoral
AMC UTI Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.28
Sharpe Ratio 1.54
Information Ratio 0.66
Alpha Ratio 6.96
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)
Sub Cat. Sectoral

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹7,735
31 Oct 21₹12,726
31 Oct 22₹12,967
31 Oct 23₹14,025
31 Oct 24₹18,207

UTI Banking and Financial Services Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for UTI Banking and Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Nov 24

DurationReturns
1 Month -3.9%
3 Month 1.8%
6 Month 8.4%
1 Year 21.4%
3 Year 10.8%
5 Year 11.3%
10 Year
15 Year
Since launch 14.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 19.5%
2022 15.1%
2021 14.3%
2020 -5.3%
2019 11.6%
2018 -6.8%
2017 43.5%
2016 13%
2015 -11.3%
2014 64%
Fund Manager information for UTI Banking and Financial Services Fund
NameSinceTenure
Preethi S2 May 222.5 Yr.

Data below for UTI Banking and Financial Services Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services96.99%
Technology1.95%
Asset Allocation
Asset ClassValue
Cash0.68%
Equity98.94%
Debt0.38%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 04 | ICICIBANK
16%₹187 Cr1,445,000
↑ 150,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK
15%₹175 Cr1,005,927
↓ -70,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | 532215
6%₹72 Cr620,000
↑ 300,000
Shriram Finance Ltd (Financial Services)
Equity, Since 31 Jan 24 | SHRIRAMFIN
5%₹62 Cr196,736
↑ 22,600
State Bank of India (Financial Services)
Equity, Since 28 Feb 18 | SBIN
5%₹62 Cr750,000
HDFC Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Jul 24 | HDFCLIFE
4%₹50 Cr697,890
↑ 5,000
India Shelter Finance Corporation Ltd (Financial Services)
Equity, Since 31 Dec 23 | INDIASHLTR
4%₹48 Cr714,617
REC Ltd (Financial Services)
Equity, Since 30 Nov 23 | 532955
4%₹44 Cr832,500
↑ 150,500
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | 590003
4%₹42 Cr1,876,541
↑ 66,716
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Sep 22 | 500271
3%₹40 Cr314,018

10. UTI MNC Fund

(Erstwhile UTI - MNC Fund)

The Funds collected under the scheme shall be invested predominantly in stocks of Multinational Corporations and other liquid stocks. The funds collected under the scheme shall be invested in equities and equity related instruments. The risk profile of investment could be high.

UTI MNC Fund is a Equity - Sectoral fund was launched on 29 May 98. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.9% since its launch.  Ranked 36 in Sectoral category.  Return for 2023 was 22.6% , 2022 was -1.4% and 2021 was 24.1% .

Below is the key information for UTI MNC Fund

UTI MNC Fund
Growth
Launch Date 29 May 98
NAV (13 Nov 24) ₹385.592 ↓ -6.87   (-1.75 %)
Net Assets (Cr) ₹3,249 on 30 Sep 24
Category Equity - Sectoral
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.04
Sharpe Ratio 2.58
Information Ratio -1.07
Alpha Ratio -3.62
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)
Sub Cat. Sectoral

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,703
31 Oct 21₹13,571
31 Oct 22₹13,456
31 Oct 23₹15,054
31 Oct 24₹19,603

UTI MNC Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for UTI MNC Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Nov 24

DurationReturns
1 Month -8.2%
3 Month -4.2%
6 Month 6.8%
1 Year 23.8%
3 Year 10.4%
5 Year 14.3%
10 Year
15 Year
Since launch 15.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 22.6%
2022 -1.4%
2021 24.1%
2020 12.9%
2019 -1.7%
2018 -0.3%
2017 37.3%
2016 -3%
2015 12.7%
2014 62.9%
Fund Manager information for UTI MNC Fund
NameSinceTenure
Karthikraj Lakshmanan16 Nov 221.96 Yr.

Data below for UTI MNC Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Consumer Defensive23.55%
Consumer Cyclical20.31%
Industrials16.31%
Health Care11.48%
Basic Materials10.03%
Financial Services9.41%
Technology5.42%
Asset Allocation
Asset ClassValue
Cash2.99%
Equity96.51%
Debt0.5%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 06 | MARUTI
8%₹229 Cr206,525
↑ 42,247
United Breweries Ltd (Consumer Defensive)
Equity, Since 31 Aug 18 | UBL
5%₹140 Cr726,043
↓ -3,128
Nestle India Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | NESTLEIND
4%₹134 Cr590,000
↑ 20,000
Vedanta Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 500295
4%₹126 Cr2,725,000
Procter & Gamble Health Ltd (Healthcare)
Equity, Since 28 Feb 21 | PGHL
4%₹126 Cr240,378
Whirlpool of India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 13 | 500238
4%₹117 Cr586,216
↓ -13,784
Britannia Industries Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | 500825
4%₹114 Cr198,323
↓ -51,677
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Mar 13 | UNITDSPR
3%₹106 Cr730,953
↓ -24,453
3M India Ltd (Industrials)
Equity, Since 30 Apr 20 | 3MINDIA
3%₹101 Cr27,961
Siemens Ltd (Industrials)
Equity, Since 31 Jan 03 | 500550
3%₹87 Cr125,000

SIP રોકાણ કેવી રીતે વધે છે?

જો તમે ચોક્કસ સમયગાળા માટે માસિક ચોક્કસ રકમનું રોકાણ કરો તો તમારું SIP રોકાણ કેવી રીતે વધશે તે જાણવા માગો છો? અમે તમને એક ઉદાહરણ સાથે સમજાવીશું.

SIP કેલ્ક્યુલેટર અથવા SIP રીટર્ન કેલ્ક્યુલેટર

SIP કેલ્ક્યુલેટર સામાન્ય રીતે ઇનપુટ લે છે જેમ કે SIP રોકાણની રકમ (ધ્યેય), જે રોકાણ કરવા માગે છે, રોકાણના વર્ષોની સંખ્યા, અપેક્ષિતફુગાવો દરો (એકને આ માટે એકાઉન્ટ કરવાની જરૂર છે!) અને અપેક્ષિત વળતર. આથી, કોઈ લક્ષ્ય હાંસલ કરવા માટે જરૂરી SIP વળતરની ગણતરી કરી શકે છે!

ધારો કે, જો તમે 10 રૂપિયાનું રોકાણ કરો છો,000 10 વર્ષ માટે, જુઓ કે તમારું SIP રોકાણ કેવી રીતે વધે છે-

માસિક રોકાણ: INR 10,000

રોકાણનો સમયગાળો: 10 વર્ષ

રોકાણ કરેલ કુલ રકમ: INR 12,00,000

લાંબા ગાળાનો વિકાસ દર (અંદાજે): 15%

મુજબ અપેક્ષિત વળતરસિપ કેલ્ક્યુલેટર: INR 27,86,573

ચોખ્ખો નફો: INR 15,86,573 (સંપૂર્ણ વળતર= 132.2%)

ઉપરોક્ત ગણતરીઓ દર્શાવે છે કે જો તમે 10 વર્ષ માટે માસિક INR 10,000 નું રોકાણ કરો છો (કુલ INR12,00,000) તમે કમાશોINR 27,86,573, જેનો અર્થ છે કે તમે જે ચોખ્ખો નફો કરો છોINR 15,86,573. શું તે મહાન નથી!

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