Jama - UTI - Equity Savings Fund


UTI Equity Savings Fund


NAV : 13.3259
(+0.06170000000000009
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)
AUM : ₹192 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-0.73%-1.69%-0.47%4.04%13.77%8.73%NA



NAV History



Expense Ratio Trends


Fund Details

NAV13.3259
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP-
Expense Ratio67.0%
Exit Load : -


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 1 year₹1,04,036₹1,03,177₹859
After 3 years₹1,28,539₹1,25,488₹3,051
After 20 years₹5,33,222₹4,54,303₹78,919

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


START SIP    



Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


INVEST NOW

Returns assumed : 8.73% Past 3 yr Data




Fund 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. However, there is no assurance or guarantee that the investment objective of the Scheme would be achieved.
Fund Manager:
V. Srivatsa