hybridLow risk

UTI - Equity Savings Fund - Direct Plan - Growth

Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds. From UTI Mutual Fund. It's been running since 31 Aug 2018.

Latest price per unit

₹20.3351

▼ 0.00% today

As of 4 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.05 L

▲ ₹5.0k gain · 5.0% / year

Invested 3 years ago

₹1.28 L

▲ ₹28.5k gain · 8.7% / year

Invested 5 years ago

₹1.54 L

▲ ₹53.7k gain · 9.0% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

4.4%

The value swings roughly 4% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-13.76%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year5.03%

CAGR — 3 years8.72%

CAGR — 5 years8.98%

CAGR — since launch9.25%

Volatility — 1 year (annualised)5.00%

Volatility — 3 years (annualised)4.40%

Max drawdown — 1 year-4.90%

Max drawdown — 3 years-4.90%

Sharpe ratio — 1 year (rf=6%)-0.20

Sharpe ratio — 3 years (rf=6%)0.58

Fund info

Fund house: UTI Mutual Fund
Category: Hybrid Schemes - Equity Savings Fund
Plan: Direct
Option: Growth
ISIN (Growth): INF789F1A777
ISIN (Div re-invest): —
Fund code: 144490
First price on record: 31 Aug 2018 · 1,972 daily prices

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.