Jama - UTI - Equity Fund.


UTI Equity Fund.


NAV : 226.2889
(-0.8266999999999882
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)
AUM : ₹10,821 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-1.79%-9.65%-17.61%-5.8%26.07%15.77%13.67%



NAV History



Expense Ratio Trends


Fund Details

The Fund is positioned as a multi cap fund investing across the market capitalization spectrum. The Fund shall comprise of high quality businesses that have an ability to show strong growth for a long period of time and are run by seasoned managements -“Quality” companies performs across market cycles -“Quality” companies mitigate drawdown -“Quality” companies rebound faster based on the strong fundamentals of balance sheets & business models. The Fund would follow a bottom up stock selection with well defined metrics of free cash flows, capital efficiency and ability to compound earnings
NAV226.2889
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP₹1,500
Expense Ratio95.0%
Exit Load : Exit load Upto 3% of NAV


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 3 years₹1,55,150₹1,51,846₹3,304
After 20 years₹18,69,307₹16,19,378₹2,49,929

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 : 15.77% Past 3 yr Data




Fund Objective:
This Scheme primarily aims at securing for the unitholders capital appreciation by investing the funds of the scheme in equity shares and convertible and non-convertible bonds/ debentures of companies with good growth prospects and money market instruments.
Fund Manager:
Ajay Tyagi