+91-22-4891390910টি সেরা UTI SIP মিউচুয়াল ফান্ড 2022৷
UTI SIP হল সবচেয়ে কার্যকরী উপায়মিউচুয়াল ফান্ডে বিনিয়োগ করুন স্কিমচুমুক বা পদ্ধতিগতবিনিয়োগ পরিকল্পনা মত কাজ করেপুনরাবৃত্ত আমানত, যেখানে একটি নির্দিষ্ট পরিমাণ একটি নির্দিষ্ট ব্যবধানে বিনিয়োগ করা হয় (সাপ্তাহিক/মাসিক/ত্রৈমাসিক)। কেউ মাত্র INR 500-এ একটি SIP শুরু করতে পারেন, এটিকে বিনিয়োগের সবচেয়ে সাশ্রয়ী মাধ্যম হিসাবে তৈরি করে৷ যেহেতু আপনি নিয়মিত হয়ে গেছেনবিনিয়োগকারী একটি SIP এর মাধ্যমে, আপনি সহজেই দীর্ঘমেয়াদী সঞ্চয়ের অভ্যাস করতে পারেন। এছাড়াও,এসআইপি বিনিয়োগ দীর্ঘমেয়াদে সুবিধা, বিশেষ করেইক্যুইটি ফান্ড. এটি ইক্যুইটির ঝুঁকির ভারসাম্য বজায় রাখেবাজার ভাল, তাই আপনি একটি স্থিতিশীল প্রদানআয় এমনকি অস্থির বাজার পরিস্থিতির সময়ও।
কেন সেরা UTI SIP ফান্ডে বিনিয়োগ করবেন?
একটি SIP এর কিছু প্রধান সুবিধা যা আপনি লাভ করতে পারেনবিনিয়োগ ইউটিআই স্কিমগুলির মধ্যে রয়েছে:
- রুপি খরচ গড়
- যৌগিক শক্তি
- দীর্ঘমেয়াদী সঞ্চয়ের অভ্যাস
- বাজার সময় প্রয়োজন নেই
- অর্জনে সহায়তা করেআর্থিক লক্ষ্য
বিনিয়োগকারীরা যারা এসআইপিতে বিনিয়োগ করতে আগ্রহী, এখানে সেরা 10টি সেরা ইউটিআই এসআইপি রয়েছে৷যৌথ পুঁজি বিনিয়োগ. এই তহবিলগুলি AUM এর মতো নির্দিষ্ট পরামিতিগুলি গ্রহণ করে সংক্ষিপ্ত তালিকাভুক্ত করা হয়েছে,না, অতীত পারফরম্যান্স, পিয়ার গড় রিটার্ন, ইত্যাদি
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বিনিয়োগের জন্য সেরা UTI SIP ইক্যুইটি মিউচুয়াল ফান্ড
(Erstwhile UTI Pharma & Healthcare Fund) The Investment objective of the Scheme is capital appreciation through investments in equities and equity related instruments of the Pharma & Healthcare sectors. Below is the key information for UTI Healthcare Fund Returns up to 1 year are on Investment Objective is “capital appreciation” through investments in stocks of the companies engaged in the transportation and logistics sector. Research Highlights for UTI Transportation & Logistics Fund Below is the key information for UTI Transportation & Logistics Fund Returns up to 1 year are on (Erstwhile UTI Top 100 Fund) The fund aims to provide long term capital appreciation/dividend distribution by investing predominantly in equity and equity related instruments of top 100 stocks by market capitalisation. There can be no assurance that the investment objectives of the scheme will be realised. Research Highlights for UTI Core Equity Fund Below is the key information for UTI Core Equity Fund Returns up to 1 year are on (Erstwhile UTI - Dividend Yield Fund) The investment objective of the scheme is to provide medium to long term capital gains and/ or dividend distribution by investing predominantly in equity and equity related instruments which offer high dividend yield. There can be no assurance that the investment objectives of the scheme will be realised. Research Highlights for UTI Dividend Yield Fund Below is the key information for UTI Dividend Yield Fund Returns up to 1 year are on The investment objective of the Scheme is to provide income distribution and / or medium to long term "capital appreciation" by investing predominantly in equity / equity related instruments in the companies engaged either directly or indirectly in the infrastructure growth of the Indian economy. However, there is no assurance that the investment objective of the scheme will be achieved. Research Highlights for UTI Infrastructure Fund Below is the key information for UTI Infrastructure Fund Returns up to 1 year are on (Erstwhile UTI Opportunities Fund) This scheme seeks to generate capital appreciation and/or income distribution by investing the funds of the scheme in equity shares and equity-related instruments. The main focus of this scheme is to capitalize on opportunities arising in the market by responding to the dynamically changing Indian economy by moving its investments amongst different sectors as prevailing trends change. Research Highlights for UTI Value Opportunities Fund Below is the key information for UTI Value Opportunities Fund Returns up to 1 year are on Investment objective is "capital appreciation" by investing primarily in mid cap stocks. Research Highlights for UTI Mid Cap Fund Below is the key information for UTI Mid Cap Fund Returns up to 1 year are on (Erstwhile UTI Banking Sector Fund) Investment objective is "capital appreciation" through investments in the stocks of the companies/institutions engaged in the banking and financial services activities. Research Highlights for UTI Banking and Financial Services Fund Below is the key information for UTI Banking and Financial Services Fund Returns up to 1 year are on The investment objective of the scheme is to provide long term capital appreciation and/or income distribution from a diversified portfolio of equity and equity related instruments by primarily investing in sectors, areas, companies and themes that are expected to benefit from changing Indian demographics, Indian lifestyles and rising consumption pattern. However, there can be no assurance that the investment objective of the scheme will be achieved. Research Highlights for UTI India Lifestyle Fund Below is the key information for UTI India Lifestyle Fund Returns up to 1 year are on (Erstwhile UTI Long Term Equity Fund (Tax Saving)) The funds collected under the scheme shall be invested in equities, fully convertible debentures/ bonds and warrants of companies. Investment may also be made in issues of partly convertible debentures/bonds including those issued on rights basis subject to the condition that, as far as possible, the non-convertible portion of the debentures/bonds so acquired or subscribed shall be disinvested within a period of twelve months from their acquisition. Research Highlights for UTI Long Term Equity Fund Below is the key information for UTI Long Term Equity Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) UTI Healthcare Fund Growth ₹275.051
↑ 3.87 ₹1,107 500 -6.4 -6.4 7.5 23 13.6 -3.1 UTI Transportation & Logistics Fund Growth ₹270.111
↑ 14.59 ₹4,047 500 -14.9 -13.1 16.9 20.9 16.9 19.5 UTI Core Equity Fund Growth ₹177.009
↑ 5.82 ₹5,724 500 -9.4 -4.3 9.8 19.6 16.5 7.4 UTI Dividend Yield Fund Growth ₹172.621
↑ 4.33 ₹3,880 500 -8.2 -5.2 8.4 17.7 14.5 5.3 UTI Infrastructure Fund Growth ₹137.447
↑ 5.27 ₹2,160 500 -8.2 -6.2 5.4 16.4 14.9 4.3 UTI Value Opportunities Fund Growth ₹160.175
↑ 5.50 ₹9,787 500 -11.8 -8.9 5.5 15.6 13.1 7 UTI Mid Cap Fund Growth ₹284.487
↑ 10.25 ₹11,734 500 -11 -9.2 8.9 15 13 -0.1 UTI Banking and Financial Services Fund Growth ₹189.435
↑ 9.52 ₹1,425 500 -10.5 -6 6.9 13.6 11.9 16.3 UTI India Lifestyle Fund Growth ₹53.7567
↑ 2.04 ₹690 500 -8.9 -9.1 3.1 13.3 10.8 3.8 UTI Long Term Equity Fund Growth ₹193.924
↑ 7.07 ₹3,602 500 -11.9 -9.4 3 11.1 9.5 4.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Apr 26 Research Highlights & Commentary of 10 Funds showcased
Commentary UTI Healthcare Fund UTI Transportation & Logistics Fund UTI Core Equity Fund UTI Dividend Yield Fund UTI Infrastructure Fund UTI Value Opportunities Fund UTI Mid Cap Fund UTI Banking and Financial Services Fund UTI India Lifestyle Fund UTI Long Term Equity Fund Point 1 Bottom quartile AUM (₹1,107 Cr). Upper mid AUM (₹4,047 Cr). Upper mid AUM (₹5,724 Cr). Upper mid AUM (₹3,880 Cr). Lower mid AUM (₹2,160 Cr). Top quartile AUM (₹9,787 Cr). Highest AUM (₹11,734 Cr). Bottom quartile AUM (₹1,425 Cr). Bottom quartile AUM (₹690 Cr). Lower mid AUM (₹3,602 Cr). Point 2 Oldest track record among peers (26 yrs). Established history (22+ yrs). Established history (16+ yrs). Established history (20+ yrs). Established history (22+ yrs). Established history (20+ yrs). Established history (22+ yrs). Established history (22+ yrs). Established history (18+ yrs). Established history (26+ yrs). Point 3 Rating: 1★ (bottom quartile). Top rated. Rating: 3★ (top quartile). Rating: 1★ (bottom quartile). Rating: 3★ (upper mid). Rating: 1★ (bottom quartile). Rating: 2★ (upper mid). Rating: 3★ (upper mid). Rating: 2★ (lower mid). Rating: 2★ (lower mid). Point 4 Risk profile: High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: High. Risk profile: Moderately High. Point 5 5Y return: 13.64% (upper mid). 5Y return: 16.89% (top quartile). 5Y return: 16.50% (top quartile). 5Y return: 14.50% (upper mid). 5Y return: 14.90% (upper mid). 5Y return: 13.14% (lower mid). 5Y return: 13.00% (lower mid). 5Y return: 11.90% (bottom quartile). 5Y return: 10.85% (bottom quartile). 5Y return: 9.47% (bottom quartile). Point 6 3Y return: 23.04% (top quartile). 3Y return: 20.89% (top quartile). 3Y return: 19.60% (upper mid). 3Y return: 17.71% (upper mid). 3Y return: 16.45% (upper mid). 3Y return: 15.61% (lower mid). 3Y return: 15.02% (lower mid). 3Y return: 13.64% (bottom quartile). 3Y return: 13.34% (bottom quartile). 3Y return: 11.09% (bottom quartile). Point 7 1Y return: 7.53% (upper mid). 1Y return: 16.89% (top quartile). 1Y return: 9.77% (top quartile). 1Y return: 8.38% (upper mid). 1Y return: 5.38% (bottom quartile). 1Y return: 5.49% (lower mid). 1Y return: 8.92% (upper mid). 1Y return: 6.90% (lower mid). 1Y return: 3.14% (bottom quartile). 1Y return: 3.01% (bottom quartile). Point 8 Alpha: 0.62 (upper mid). Alpha: 0.00 (upper mid). Alpha: 0.69 (upper mid). Alpha: 1.91 (top quartile). Alpha: -2.16 (bottom quartile). Alpha: -0.96 (lower mid). Alpha: -3.26 (bottom quartile). Alpha: 2.96 (top quartile). Alpha: -1.85 (lower mid). Alpha: -2.95 (bottom quartile). Point 9 Sharpe: 0.72 (bottom quartile). Sharpe: 2.18 (top quartile). Sharpe: 1.21 (upper mid). Sharpe: 1.24 (upper mid). Sharpe: 0.99 (lower mid). Sharpe: 0.90 (lower mid). Sharpe: 1.01 (upper mid). Sharpe: 1.49 (top quartile). Sharpe: 0.56 (bottom quartile). Sharpe: 0.72 (bottom quartile). Point 10 Information ratio: -0.39 (lower mid). Information ratio: 0.00 (upper mid). Information ratio: 0.72 (top quartile). Information ratio: 0.63 (top quartile). Information ratio: -0.79 (lower mid). Information ratio: 0.28 (upper mid). Information ratio: -1.82 (bottom quartile). Information ratio: 0.34 (upper mid). Information ratio: -1.12 (bottom quartile). Information ratio: -1.10 (bottom quartile). UTI Healthcare Fund
UTI Transportation & Logistics Fund
UTI Core Equity Fund
UTI Dividend Yield Fund
UTI Infrastructure Fund
UTI Value Opportunities Fund
UTI Mid Cap Fund
UTI Banking and Financial Services Fund
UTI India Lifestyle Fund
UTI Long Term Equity Fund
সম্পদ >= 100 কোটি & সাজানো হয়েছে3 বছরসিএজিআর রিটার্নস.1. UTI Healthcare Fund
UTI Healthcare Fund
Growth Launch Date 28 Jun 99 NAV (08 Apr 26) ₹275.051 ↑ 3.87 (1.43 %) Net Assets (Cr) ₹1,107 on 28 Feb 26 Category Equity - Sectoral AMC UTI Asset Management Company Ltd Rating ☆ Risk High Expense Ratio 2.26 Sharpe Ratio 0.72 Information Ratio -0.39 Alpha Ratio 0.62 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Sub Cat. Sectoral Growth of 10,000 investment over the years.
Date Value Returns for UTI Healthcare Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 26 Duration Returns 1 Month -3.3% 3 Month -6.4% 6 Month -6.4% 1 Year 7.5% 3 Year 23% 5 Year 13.6% 10 Year 15 Year Since launch 14.3% Historical performance (Yearly) on absolute basis
Year Returns 2025 -3.1% 2024 42.9% 2023 38.2% 2022 -12.3% 2021 19.1% 2020 67.4% 2019 1.2% 2018 -7.5% 2017 6.2% 2016 -9.7% Fund Manager information for UTI Healthcare Fund
Name Since Tenure Data below for UTI Healthcare Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. UTI Transportation & Logistics Fund
UTI Transportation & Logistics Fund
Growth Launch Date 11 Apr 04 NAV (08 Apr 26) ₹270.111 ↑ 14.59 (5.71 %) Net Assets (Cr) ₹4,047 on 28 Feb 26 Category Equity - Sectoral AMC UTI Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 1.93 Sharpe Ratio 2.18 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Sub Cat. Sectoral Growth of 10,000 investment over the years.
Date Value Returns for UTI Transportation & Logistics Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 26 Duration Returns 1 Month -8.5% 3 Month -14.9% 6 Month -13.1% 1 Year 16.9% 3 Year 20.9% 5 Year 16.9% 10 Year 15 Year Since launch 15.9% Historical performance (Yearly) on absolute basis
Year Returns 2025 19.5% 2024 18.7% 2023 40.1% 2022 14.7% 2021 24.3% 2020 11% 2019 -8.7% 2018 -19.5% 2017 39.6% 2016 4.8% Fund Manager information for UTI Transportation & Logistics Fund
Name Since Tenure Data below for UTI Transportation & Logistics Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. UTI Core Equity Fund
UTI Core Equity Fund
Growth Launch Date 20 May 09 NAV (08 Apr 26) ₹177.009 ↑ 5.82 (3.40 %) Net Assets (Cr) ₹5,724 on 28 Feb 26 Category Equity - Large & Mid Cap AMC UTI Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.96 Sharpe Ratio 1.21 Information Ratio 0.72 Alpha Ratio 0.69 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Sub Cat. Large & Mid Cap Growth of 10,000 investment over the years.
Date Value Returns for UTI Core Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 26 Duration Returns 1 Month -4.2% 3 Month -9.4% 6 Month -4.3% 1 Year 9.8% 3 Year 19.6% 5 Year 16.5% 10 Year 15 Year Since launch 13% Historical performance (Yearly) on absolute basis
Year Returns 2025 7.4% 2024 27.2% 2023 34.4% 2022 4.6% 2021 40.8% 2020 12.8% 2019 1.5% 2018 -7.9% 2017 35.2% 2016 3.4% Fund Manager information for UTI Core Equity Fund
Name Since Tenure Data below for UTI Core Equity Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. UTI Dividend Yield Fund
UTI Dividend Yield Fund
Growth Launch Date 3 May 05 NAV (08 Apr 26) ₹172.621 ↑ 4.33 (2.57 %) Net Assets (Cr) ₹3,880 on 28 Feb 26 Category Equity - Dividend Yield AMC UTI Asset Management Company Ltd Rating ☆ Risk Moderately High Expense Ratio 1.99 Sharpe Ratio 1.24 Information Ratio 0.63 Alpha Ratio 1.91 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Sub Cat. Dividend Yield Growth of 10,000 investment over the years.
Date Value Returns for UTI Dividend Yield Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 26 Duration Returns 1 Month -4.3% 3 Month -8.2% 6 Month -5.2% 1 Year 8.4% 3 Year 17.7% 5 Year 14.5% 10 Year 15 Year Since launch 14.4% Historical performance (Yearly) on absolute basis
Year Returns 2025 5.3% 2024 24.7% 2023 35.4% 2022 -5.3% 2021 38.8% 2020 18.9% 2019 3.3% 2018 0.5% 2017 28.5% 2016 6.1% Fund Manager information for UTI Dividend Yield Fund
Name Since Tenure Data below for UTI Dividend Yield Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. UTI Infrastructure Fund
UTI Infrastructure Fund
Growth Launch Date 7 Apr 04 NAV (08 Apr 26) ₹137.447 ↑ 5.27 (3.99 %) Net Assets (Cr) ₹2,160 on 28 Feb 26 Category Equity - Sectoral AMC UTI Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 2.18 Sharpe Ratio 0.99 Information Ratio -0.79 Alpha Ratio -2.16 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Sub Cat. Sectoral Growth of 10,000 investment over the years.
Date Value Returns for UTI Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 26 Duration Returns 1 Month -5.1% 3 Month -8.2% 6 Month -6.2% 1 Year 5.4% 3 Year 16.4% 5 Year 14.9% 10 Year 15 Year Since launch 12.9% Historical performance (Yearly) on absolute basis
Year Returns 2025 4.3% 2024 18.5% 2023 38.2% 2022 8.8% 2021 39.4% 2020 3.4% 2019 6.7% 2018 -15.6% 2017 41.4% 2016 4% Fund Manager information for UTI Infrastructure Fund
Name Since Tenure Data below for UTI Infrastructure Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. UTI Value Opportunities Fund
UTI Value Opportunities Fund
Growth Launch Date 20 Jul 05 NAV (08 Apr 26) ₹160.175 ↑ 5.50 (3.55 %) Net Assets (Cr) ₹9,787 on 28 Feb 26 Category Equity - Value AMC UTI Asset Management Company Ltd Rating ☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio 0.9 Information Ratio 0.28 Alpha Ratio -0.96 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Sub Cat. Value Growth of 10,000 investment over the years.
Date Value Returns for UTI Value Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 26 Duration Returns 1 Month -5.6% 3 Month -11.8% 6 Month -8.9% 1 Year 5.5% 3 Year 15.6% 5 Year 13.1% 10 Year 15 Year Since launch 14.1% Historical performance (Yearly) on absolute basis
Year Returns 2025 7% 2024 23.4% 2023 26.7% 2022 4.3% 2021 30.4% 2020 19% 2019 10.4% 2018 -2.4% 2017 29.1% 2016 2.6% Fund Manager information for UTI Value Opportunities Fund
Name Since Tenure Data below for UTI Value Opportunities Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. UTI Mid Cap Fund
UTI Mid Cap Fund
Growth Launch Date 7 Apr 04 NAV (08 Apr 26) ₹284.487 ↑ 10.25 (3.74 %) Net Assets (Cr) ₹11,734 on 28 Feb 26 Category Equity - Mid Cap AMC UTI Asset Management Company Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 1.01 Information Ratio -1.82 Alpha Ratio -3.26 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Sub Cat. Mid Cap Growth of 10,000 investment over the years.
Date Value Returns for UTI Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 26 Duration Returns 1 Month -5.5% 3 Month -11% 6 Month -9.2% 1 Year 8.9% 3 Year 15% 5 Year 13% 10 Year 15 Year Since launch 16.7% Historical performance (Yearly) on absolute basis
Year Returns 2025 -0.1% 2024 23.3% 2023 30.5% 2022 -0.8% 2021 43.1% 2020 32.7% 2019 -0.2% 2018 -14.9% 2017 42% 2016 3.5% Fund Manager information for UTI Mid Cap Fund
Name Since Tenure Data below for UTI Mid Cap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 8. UTI Banking and Financial Services Fund
UTI Banking and Financial Services Fund
Growth Launch Date 7 Apr 04 NAV (08 Apr 26) ₹189.435 ↑ 9.52 (5.29 %) Net Assets (Cr) ₹1,425 on 28 Feb 26 Category Equity - Sectoral AMC UTI Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 2.2 Sharpe Ratio 1.49 Information Ratio 0.34 Alpha Ratio 2.96 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Sub Cat. Sectoral Growth of 10,000 investment over the years.
Date Value Returns for UTI Banking and Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 26 Duration Returns 1 Month -7.2% 3 Month -10.5% 6 Month -6% 1 Year 6.9% 3 Year 13.6% 5 Year 11.9% 10 Year 15 Year Since launch 14% Historical performance (Yearly) on absolute basis
Year Returns 2025 16.3% 2024 11.1% 2023 19.5% 2022 15.1% 2021 14.3% 2020 -5.3% 2019 11.6% 2018 -6.8% 2017 43.5% 2016 13% Fund Manager information for UTI Banking and Financial Services Fund
Name Since Tenure Data below for UTI Banking and Financial Services Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 9. UTI India Lifestyle Fund
UTI India Lifestyle Fund
Growth Launch Date 30 Jul 07 NAV (08 Apr 26) ₹53.7567 ↑ 2.04 (3.95 %) Net Assets (Cr) ₹690 on 28 Feb 26 Category Equity - Sectoral AMC UTI Asset Management Company Ltd Rating ☆☆ Risk High Expense Ratio 2.45 Sharpe Ratio 0.56 Information Ratio -1.12 Alpha Ratio -1.85 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Sub Cat. Sectoral Growth of 10,000 investment over the years.
Date Value Returns for UTI India Lifestyle Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 26 Duration Returns 1 Month -1.1% 3 Month -8.9% 6 Month -9.1% 1 Year 3.1% 3 Year 13.3% 5 Year 10.8% 10 Year 15 Year Since launch 9.4% Historical performance (Yearly) on absolute basis
Year Returns 2025 3.8% 2024 20.2% 2023 23% 2022 -2.3% 2021 26.4% 2020 15.2% 2019 5.8% 2018 -2.5% 2017 32.6% 2016 3.2% Fund Manager information for UTI India Lifestyle Fund
Name Since Tenure Data below for UTI India Lifestyle Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 10. UTI Long Term Equity Fund
UTI Long Term Equity Fund
Growth Launch Date 15 Dec 99 NAV (08 Apr 26) ₹193.924 ↑ 7.07 (3.78 %) Net Assets (Cr) ₹3,602 on 28 Feb 26 Category Equity - ELSS AMC UTI Asset Management Company Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio 0.72 Information Ratio -1.1 Alpha Ratio -2.95 Min Investment 500 Min SIP Investment 500 Exit Load NIL Sub Cat. ELSS Growth of 10,000 investment over the years.
Date Value Returns for UTI Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 26 Duration Returns 1 Month -5.4% 3 Month -11.9% 6 Month -9.4% 1 Year 3% 3 Year 11.1% 5 Year 9.5% 10 Year 15 Year Since launch 13.7% Historical performance (Yearly) on absolute basis
Year Returns 2025 4.5% 2024 13.9% 2023 24.3% 2022 -3.5% 2021 33.1% 2020 20.2% 2019 10.4% 2018 -6.5% 2017 33.1% 2016 3.3% Fund Manager information for UTI Long Term Equity Fund
Name Since Tenure Data below for UTI Long Term Equity Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
কিভাবে SIP বিনিয়োগ বৃদ্ধি পায়?
আপনি একটি নির্দিষ্ট সময়ের জন্য মাসিক একটি নির্দিষ্ট পরিমাণ বিনিয়োগ করলে আপনার SIP বিনিয়োগ কীভাবে বাড়বে তা জানতে চান? আমরা আপনাকে একটি উদাহরণ দিয়ে ব্যাখ্যা করব।
এসআইপি ক্যালকুলেটর বা এসআইপি রিটার্ন ক্যালকুলেটর
এসআইপি ক্যালকুলেটর সাধারণত ইনপুট নেয় যেমন এসআইপি বিনিয়োগের পরিমাণ (লক্ষ্য), বিনিয়োগের জন্য কত বছর প্রয়োজন, প্রত্যাশিতমুদ্রাস্ফীতি হার (এর জন্য একটি অ্যাকাউন্ট প্রয়োজন!) এবং প্রত্যাশিত রিটার্ন। সুতরাং, কেউ একটি লক্ষ্য অর্জনের জন্য প্রয়োজনীয় এসআইপি রিটার্ন গণনা করতে পারে!
ধরুন, আপনি যদি 10 টাকা বিনিয়োগ করেন,000 10 বছরের জন্য, দেখুন কিভাবে আপনার SIP বিনিয়োগ বৃদ্ধি পায়-
মাসিক বিনিয়োগ: INR 10,000
বিনিয়োগের সময়কাল: 10 বছর
মোট বিনিয়োগকৃত পরিমাণ: INR 12,00,000
দীর্ঘমেয়াদী বৃদ্ধির হার (প্রায়): 15%
অনুযায়ী প্রত্যাশিত রিটার্নচুমুক ক্যালকুলেটর: INR 27,86,573
মোট লাভ: INR 15,86,573 (পরম প্রত্যাবর্তন= 132.2%)
উপরের গণনাগুলি দেখায় যে আপনি যদি 10 বছরের জন্য মাসে 10,000 টাকা বিনিয়োগ করেন (মোট INR12,00,000) তুমি উপার্জন করবেINR 27,86,573, যার মানে আপনি যে নেট লাভ করেন তাINR 15,86,573. এটা কি দারুণ না!
অনলাইনে ইউটিআই ফান্ডে কীভাবে বিনিয়োগ করবেন?
Fincash.com এ আজীবনের জন্য বিনামূল্যে বিনিয়োগ অ্যাকাউন্ট খুলুন।
আপনার রেজিস্ট্রেশন এবং KYC প্রক্রিয়া সম্পূর্ণ করুন
নথি আপলোড করুন (প্যান, আধার, ইত্যাদি)।এবং, আপনি বিনিয়োগ করতে প্রস্তুত!
এখানে প্রদত্ত তথ্য সঠিক কিনা তা নিশ্চিত করার জন্য সমস্ত প্রচেষ্টা করা হয়েছে। যাইহোক, তথ্যের সঠিকতা সম্পর্কে কোন গ্যারান্টি দেওয়া হয় না। কোনো বিনিয়োগ করার আগে স্কিমের তথ্য নথির সাথে যাচাই করুন।
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