UTI Energy Fund-Income Option-Direct
Invests only in one industry or theme (like banking, pharma, tech). Highly concentrated — bigger swings. From UTI Mutual Fund. It's been running since 2 Jan 2013.
What ₹1 lakh would have become
Based on past returnsThese are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.
Play with a monthly investment
Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.
Year by year
Calendar-year returns. 1 of last 4 years were positive.
Price over time
How the per-unit price has moved. Tap a range to zoom in.
Bumpiness & worst drops
The value swings roughly 20% up or down in a typical year. Finance-speak calls this volatility.
A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.
Similar funds you might want to look at
Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.
Head-to-head comparisons
Side-by-side comparisons of UTI Energy Fund-Income Option-Direct against other sector funds.
Technical details (for the pros)
Fund info
- Fund house
- UTI Mutual Fund
- Category
- Merger of Capex & Energy Opportunities
- Plan
- Direct
- Option
- —
- ISIN (Growth)
- —
- ISIN (Div re-invest)
- —
- Fund code
- 120769
- First price on record
- 2 Jan 2013 · 779 daily prices
About UTI Energy Fund-Income Option-Direct
UTI Energy Fund-Income Option-Direct is a Merger of Capex & Energy Opportunities offered by UTI Mutual Fund under the Direct. It has approximately 14 years of NAV track record. The fund falls in the sector category — Invests only in one industry or theme (like banking, pharma, tech). Highly concentrated — bigger swings.
The current NAV of UTI Energy Fund-Income Option-Direct is ₹11.9979 (as of 3 Mar 2016). Historically, it has delivered -18.17% over the last year, 5.91% CAGR over 3 years. Returns are historical and don't predict future performance.
Over the last three years, the fund's prices have moved with 20.1% annualised volatility — a "very high" level of bumpiness; its deepest peak-to-trough fall on record was 26.3%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.
Frequently asked
What is the latest NAV of UTI Energy Fund-Income Option-Direct?+
The latest NAV of UTI Energy Fund-Income Option-Direct is ₹11.9979 as of 3 Mar 2016, up 1.28% from the previous day. NAV is updated once a business day after the market close.
What are the returns of UTI Energy Fund-Income Option-Direct?+
UTI Energy Fund-Income Option-Direct has delivered 1-year return -18.17%, 3-year CAGR 5.91%, since-inception CAGR 3.02%. Returns are historical and don't predict future performance — markets move in cycles.
What category does UTI Energy Fund-Income Option-Direct belong to?+
UTI Energy Fund-Income Option-Direct is categorised as Merger of Capex & Energy Opportunities. Invests only in one industry or theme (like banking, pharma, tech). Highly concentrated — bigger swings.
How risky is UTI Energy Fund-Income Option-Direct?+
Based on its 3-year annualised volatility of 20.1%, UTI Energy Fund-Income Option-Direct sits in the "very high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.
Is UTI Energy Fund-Income Option-Direct a direct plan?+
UTI Energy Fund-Income Option-Direct is a Direct plan (no distributor commission — lower expense ratio).
How old is UTI Energy Fund-Income Option-Direct?+
UTI Energy Fund-Income Option-Direct has NAV history available from 2 Jan 2013 — approximately 14 years of track record and 779 daily NAV observations.
Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.