UTI Energy Fund-Growth 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-Growth 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
- Growth
- ISIN (Growth)
- —
- ISIN (Div re-invest)
- —
- Fund code
- 120770
- First price on record
- 2 Jan 2013 · 779 daily prices
About UTI Energy Fund-Growth Option-Direct
UTI Energy Fund-Growth Option-Direct is a Merger of Capex & Energy Opportunities offered by UTI Mutual Fund under the Direct plan with the Growth option. 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-Growth Option-Direct is ₹10.5805 (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-Growth Option-Direct?+
The latest NAV of UTI Energy Fund-Growth Option-Direct is ₹10.5805 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-Growth Option-Direct?+
UTI Energy Fund-Growth 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-Growth Option-Direct belong to?+
UTI Energy Fund-Growth 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-Growth Option-Direct?+
Based on its 3-year annualised volatility of 20.1%, UTI Energy Fund-Growth 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-Growth Option-Direct a direct plan?+
UTI Energy Fund-Growth Option-Direct is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).
How old is UTI Energy Fund-Growth Option-Direct?+
UTI Energy Fund-Growth 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.