+91-22-4891390910 શ્રેષ્ઠ UTI SIP મ્યુચ્યુઅલ ફંડ્સ 2022
UTI SIP એ સૌથી અસરકારક રીત છેમ્યુચ્યુઅલ ફંડમાં રોકાણ કરો યોજનાઓSIP અથવા વ્યવસ્થિતરોકાણ યોજના જેવા કામ કરે છેરિકરિંગ ડિપોઝિટ, જેમાં ચોક્કસ રકમનું રોકાણ નિયત અંતરાલ (સાપ્તાહિક/માસિક/ત્રિમાસિક) પર કરવામાં આવે છે. વ્યક્તિ ફક્ત INR 500 માં SIP શરૂ કરી શકે છે, જે તેને રોકાણના સૌથી સસ્તું માધ્યમ બનાવે છે. તમે નિયમિત બની ગયા ત્યારથીરોકાણકાર SIP દ્વારા, તમે સરળતાથી લાંબા ગાળાની બચતની ટેવ પાડી શકો છો. ઉપરાંત,SIP રોકાણ લાંબા ગાળે લાભ, ખાસ કરીને માંઇક્વિટી ફંડ્સ. તે ઇક્વિટીના જોખમને સંતુલિત કરે છેબજાર સારું, તેથી તમને એક સ્થિર આપે છેઆવક બજારની તોફાની પરિસ્થિતિ દરમિયાન પણ.
શ્રેષ્ઠ UTI SIP ફંડમાં શા માટે રોકાણ કરવું?
SIP ના કેટલાક મુખ્ય ફાયદાઓ જેના દ્વારા તમે મેળવી શકો છોરોકાણ યુટીઆઈ યોજનાઓમાં છે:
- રૂપિયાની સરેરાશ કિંમત
- સંયોજન શક્તિ
- લાંબા ગાળાની બચતની આદત
- બજારને સમય આપવાની જરૂર નથી
- સિદ્ધ કરવામાં મદદ કરે છેનાણાકીય લક્ષ્યો
SIP માં રોકાણ કરવા આતુર રોકાણકારો, અહીં ટોચની 10 શ્રેષ્ઠ UTI SIP છેમ્યુચ્યુઅલ ફંડ રોકાણ કરવું. એયુએમ જેવા અમુક પરિમાણો હાથ ધરીને આ ભંડોળને શોર્ટલિસ્ટ કરવામાં આવ્યું છે,નથી, ભૂતકાળનું પ્રદર્શન, પીઅર સરેરાશ વળતર, વગેરે.
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રોકાણ કરવા માટે શ્રેષ્ઠ UTI SIP ઇક્વિટી મ્યુચ્યુઅલ ફંડ
(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 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 - 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 (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 ₹327.591
↓ -2.36 ₹1,217 500 20.8 13.1 12.6 25.6 14.3 -3.1 UTI Transportation & Logistics Fund Growth ₹289.968
↑ 0.34 ₹3,860 500 13.5 -3.4 10 18 18.7 19.5 UTI Core Equity Fund Growth ₹186.099
↓ -0.12 ₹5,964 500 8.7 -1.5 2 17.4 15.3 7.4 UTI Infrastructure Fund Growth ₹145.762
↓ -1.21 ₹2,135 500 10.3 1.3 0.3 16.1 15.3 4.3 UTI Dividend Yield Fund Growth ₹177.386
↓ -0.24 ₹3,697 500 5.4 -3.3 -1 15.7 12.9 5.3 UTI Value Opportunities Fund Growth ₹167.109
↑ 0.20 ₹9,258 500 8 -4.7 -2.4 14.8 12.6 7 UTI Mid Cap Fund Growth ₹308.93
↑ 0.23 ₹11,871 500 12.7 0.3 0.8 13.7 13 -0.1 UTI Banking and Financial Services Fund Growth ₹200.04
↑ 0.46 ₹1,340 500 11.2 -0.5 4 13.4 12.1 16.3 UTI India Lifestyle Fund Growth ₹57.7224
↓ -0.03 ₹664 500 11.6 -3.1 0.2 11 10.3 3.8 UTI Long Term Equity Fund Growth ₹203.789
↑ 0.53 ₹3,400 500 9.1 -3.9 -2.9 10.2 9.1 4.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Jul 26 Research Highlights & Commentary of 10 Funds showcased
Commentary UTI Healthcare Fund UTI Transportation & Logistics Fund UTI Core Equity Fund UTI Infrastructure Fund UTI Dividend Yield 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 (₹1,217 Cr). Upper mid AUM (₹3,860 Cr). Upper mid AUM (₹5,964 Cr). Lower mid AUM (₹2,135 Cr). Upper mid AUM (₹3,697 Cr). Top quartile AUM (₹9,258 Cr). Highest AUM (₹11,871 Cr). Bottom quartile AUM (₹1,340 Cr). Bottom quartile AUM (₹664 Cr). Lower mid AUM (₹3,400 Cr). Point 2 Oldest track record among peers (27 yrs). Established history (22+ yrs). Established history (17+ yrs). Established history (22+ yrs). Established history (21+ 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: 3★ (upper mid). Rating: 1★ (bottom quartile). 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: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: High. Risk profile: Moderately High. Point 5 5Y return: 14.33% (upper mid). 5Y return: 18.70% (top quartile). 5Y return: 15.32% (top quartile). 5Y return: 15.32% (upper mid). 5Y return: 12.95% (lower mid). 5Y return: 12.56% (lower mid). 5Y return: 12.98% (upper mid). 5Y return: 12.10% (bottom quartile). 5Y return: 10.34% (bottom quartile). 5Y return: 9.11% (bottom quartile). Point 6 3Y return: 25.56% (top quartile). 3Y return: 18.03% (top quartile). 3Y return: 17.38% (upper mid). 3Y return: 16.15% (upper mid). 3Y return: 15.67% (upper mid). 3Y return: 14.79% (lower mid). 3Y return: 13.72% (lower mid). 3Y return: 13.40% (bottom quartile). 3Y return: 11.02% (bottom quartile). 3Y return: 10.18% (bottom quartile). Point 7 1Y return: 12.64% (top quartile). 1Y return: 9.96% (top quartile). 1Y return: 1.99% (upper mid). 1Y return: 0.27% (lower mid). 1Y return: -1.03% (bottom quartile). 1Y return: -2.41% (bottom quartile). 1Y return: 0.78% (upper mid). 1Y return: 3.96% (upper mid). 1Y return: 0.18% (lower mid). 1Y return: -2.91% (bottom quartile). Point 8 Alpha: 0.91 (top quartile). Alpha: 0.00 (upper mid). Alpha: -0.29 (upper mid). Alpha: -2.52 (lower mid). Alpha: -2.07 (upper mid). Alpha: -3.31 (bottom quartile). Alpha: -5.18 (bottom quartile). Alpha: 2.19 (top quartile). Alpha: -2.38 (lower mid). Alpha: -5.13 (bottom quartile). Point 9 Sharpe: 0.42 (top quartile). Sharpe: 0.22 (top quartile). Sharpe: -0.08 (upper mid). Sharpe: -0.06 (upper mid). Sharpe: -0.35 (lower mid). Sharpe: -0.40 (bottom quartile). Sharpe: -0.10 (upper mid). Sharpe: -0.22 (lower mid). Sharpe: -0.36 (bottom quartile). Sharpe: -0.51 (bottom quartile). Point 10 Information ratio: 0.08 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.64 (top quartile). Information ratio: -0.61 (lower mid). Information ratio: 0.53 (top quartile). Information ratio: 0.24 (upper mid). Information ratio: -1.80 (bottom quartile). Information ratio: 0.37 (upper mid). Information ratio: -1.01 (bottom quartile). Information ratio: -1.20 (bottom quartile). UTI Healthcare Fund
UTI Transportation & Logistics Fund
UTI Core Equity Fund
UTI Infrastructure Fund
UTI Dividend Yield Fund
UTI Value Opportunities Fund
UTI Mid Cap Fund
UTI Banking and Financial Services Fund
UTI India Lifestyle Fund
UTI Long Term Equity Fund
સંપત્તિ >= 100 કરોડ & પર છટણી કરેલ3 વર્ષCAGR પરત કરે છે.1. UTI Healthcare Fund
UTI Healthcare Fund
Growth Launch Date 28 Jun 99 NAV (07 Jul 26) ₹327.591 ↓ -2.36 (-0.72 %) Net Assets (Cr) ₹1,217 on 31 May 26 Category Equity - Sectoral AMC UTI Asset Management Company Ltd Rating ☆ Risk High Expense Ratio 2.26 Sharpe Ratio 0.42 Information Ratio 0.08 Alpha Ratio 0.91 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 30 Jun 21 ₹10,000 30 Jun 22 ₹8,478 30 Jun 23 ₹10,006 30 Jun 24 ₹14,264 30 Jun 25 ₹17,337 30 Jun 26 ₹19,764 Returns for UTI Healthcare Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Jul 26 Duration Returns 1 Month 6.5% 3 Month 20.8% 6 Month 13.1% 1 Year 12.6% 3 Year 25.6% 5 Year 14.3% 10 Year 15 Year Since launch 15% 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 Kamal Gada 2 May 22 4.17 Yr. Data below for UTI Healthcare Fund as on 31 May 26
Equity Sector Allocation
Sector Value Health Care 94.45% Asset Allocation
Asset Class Value Cash 5.55% Equity 94.45% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 06 | SUNPHARMA9% ₹108 Cr 600,000 Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 17 | DIVISLAB5% ₹59 Cr 88,814
↑ 28,076 Ajanta Pharma Ltd (Healthcare)
Equity, Since 31 Jul 17 | AJANTPHARM5% ₹57 Cr 195,295
↓ -41,216 Gland Pharma Ltd (Healthcare)
Equity, Since 30 Nov 20 | GLAND4% ₹48 Cr 215,251 Lupin Ltd (Healthcare)
Equity, Since 28 Feb 25 | LUPIN4% ₹46 Cr 203,834
↓ -6,166 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Apr 21 | APOLLOHOSP4% ₹43 Cr 53,000 Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 28 Feb 18 | DRREDDY3% ₹38 Cr 290,000 Caplin Point Laboratories Ltd (Healthcare)
Equity, Since 31 Dec 23 | CAPLIPOINT3% ₹37 Cr 185,000
↑ 39,847 Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 May 21 | ALKEM3% ₹37 Cr 68,000 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 20 | FORTIS3% ₹37 Cr 400,000 2. UTI Transportation & Logistics Fund
UTI Transportation & Logistics Fund
Growth Launch Date 11 Apr 04 NAV (07 Jul 26) ₹289.968 ↑ 0.34 (0.12 %) Net Assets (Cr) ₹3,860 on 31 May 26 Category Equity - Sectoral AMC UTI Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 1.93 Sharpe Ratio 0.22 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 30 Jun 21 ₹10,000 30 Jun 22 ₹11,121 30 Jun 23 ₹14,095 30 Jun 24 ₹21,948 30 Jun 25 ₹21,401 30 Jun 26 ₹22,720 Returns for UTI Transportation & Logistics Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Jul 26 Duration Returns 1 Month 6.2% 3 Month 13.5% 6 Month -3.4% 1 Year 10% 3 Year 18% 5 Year 18.7% 10 Year 15 Year Since launch 16.3% 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 Sachin Trivedi 22 Sep 16 9.78 Yr. Data below for UTI Transportation & Logistics Fund as on 31 May 26
Equity Sector Allocation
Sector Value Consumer Cyclical 79.75% Industrials 14.72% Asset Allocation
Asset Class Value Cash 5.36% Equity 94.46% Debt 0.13% Top Securities Holdings / Portfolio
Name Holding Value Quantity Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 04 | M&M13% ₹492 Cr 1,614,940
↓ -49,846 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 04 | MARUTI9% ₹339 Cr 258,455 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | ETERNAL9% ₹333 Cr 13,273,081
↑ 500,000 Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 30 Nov 08 | EICHERMOT8% ₹301 Cr 419,126
↓ -44,388 Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 30 Apr 18 | BAJAJ-AUTO7% ₹263 Cr 251,657 Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 13 | ADANIPORTS7% ₹253 Cr 1,399,964
↑ 30,000 Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | HEROMOTOCO4% ₹151 Cr 308,832
↓ -18,907 Hyundai Motor India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | HYUNDAI4% ₹151 Cr 786,342
↑ 75,000 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 19 | TVSMOTOR4% ₹147 Cr 438,430
↑ 35,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 May 18 | INDIGO3% ₹110 Cr 250,430 3. UTI Core Equity Fund
UTI Core Equity Fund
Growth Launch Date 20 May 09 NAV (07 Jul 26) ₹186.099 ↓ -0.12 (-0.06 %) Net Assets (Cr) ₹5,964 on 31 May 26 Category Equity - Large & Mid Cap AMC UTI Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.96 Sharpe Ratio -0.08 Information Ratio 0.64 Alpha Ratio -0.29 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 30 Jun 21 ₹10,000 30 Jun 22 ₹9,855 30 Jun 23 ₹12,603 30 Jun 24 ₹18,659 30 Jun 25 ₹20,276 30 Jun 26 ₹20,293 Returns for UTI Core Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Jul 26 Duration Returns 1 Month 4.6% 3 Month 8.7% 6 Month -1.5% 1 Year 2% 3 Year 17.4% 5 Year 15.3% 10 Year 15 Year Since launch 13.4% 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 V Srivatsa 17 May 17 9.13 Yr. Data below for UTI Core Equity Fund as on 31 May 26
Equity Sector Allocation
Sector Value Financial Services 27.07% Industrials 10.71% Technology 8.92% Health Care 8.05% Consumer Cyclical 7.65% Communication Services 6.82% Consumer Defensive 5.47% Basic Materials 5.29% Energy 5.2% Real Estate 4.85% Utility 3.81% Asset Allocation
Asset Class Value Cash 4.51% Equity 95.49% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 20 | HDFCBANK5% ₹298 Cr 3,999,721
↑ 800,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 06 | ICICIBANK3% ₹179 Cr 1,427,555 Infosys Ltd (Technology)
Equity, Since 28 Feb 06 | INFY3% ₹168 Cr 1,448,225
↑ 95,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL3% ₹163 Cr 889,222
↑ 165,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 14 | LT3% ₹160 Cr 393,456 ITC Ltd (Consumer Defensive)
Equity, Since 31 Dec 08 | ITC3% ₹159 Cr 5,544,906
↑ 775,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Apr 24 | POWERGRID3% ₹153 Cr 5,264,807 Aurobindo Pharma Ltd (Healthcare)
Equity, Since 28 Feb 21 | AUROPHARMA2% ₹140 Cr 979,252
↓ -97,184 Wipro Ltd (Technology)
Equity, Since 30 Jun 24 | WIPRO2% ₹136 Cr 6,658,877 Reliance Industries Ltd (Energy)
Equity, Since 29 Feb 20 | RELIANCE2% ₹130 Cr 981,380 4. UTI Infrastructure Fund
UTI Infrastructure Fund
Growth Launch Date 7 Apr 04 NAV (07 Jul 26) ₹145.762 ↓ -1.21 (-0.83 %) Net Assets (Cr) ₹2,135 on 31 May 26 Category Equity - Sectoral AMC UTI Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 2.18 Sharpe Ratio -0.06 Information Ratio -0.61 Alpha Ratio -2.52 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 30 Jun 21 ₹10,000 30 Jun 22 ₹9,867 30 Jun 23 ₹13,130 30 Jun 24 ₹20,861 30 Jun 25 ₹20,632 30 Jun 26 ₹20,674 Returns for UTI Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Jul 26 Duration Returns 1 Month 3.2% 3 Month 10.3% 6 Month 1.3% 1 Year 0.3% 3 Year 16.1% 5 Year 15.3% 10 Year 15 Year Since launch 13.3% 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 Deepesh Agarwal 16 Jun 25 1.04 Yr. Data below for UTI Infrastructure Fund as on 31 May 26
Equity Sector Allocation
Sector Value Industrials 45.14% Energy 13.57% Communication Services 13.33% Utility 8.47% Basic Materials 6.1% Financial Services 5.21% Consumer Cyclical 3.19% Real Estate 2.29% Health Care 0.12% Technology 0% Asset Allocation
Asset Class Value Cash 2.09% Equity 97.91% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 17 | BHARTIARTL13% ₹284 Cr 1,555,485
↑ 11,810 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 05 | LT10% ₹207 Cr 507,169
↓ -28,708 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 22 | RELIANCE7% ₹158 Cr 1,193,810
↑ 31,308 Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 13 | ADANIPORTS5% ₹97 Cr 538,843
↓ -24,327 NTPC Ltd (Utilities)
Equity, Since 31 Dec 18 | NTPC4% ₹94 Cr 2,431,681
↓ -163,414 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 12 | ULTRACEMCO4% ₹90 Cr 78,761 InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Nov 22 | INDIGO4% ₹85 Cr 193,715
↑ 12,173 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Sep 23 | ONGC4% ₹80 Cr 3,025,981 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 11 | AXISBANK3% ₹58 Cr 453,281
↓ -32,988 Suzlon Energy Ltd (Industrials)
Equity, Since 31 Oct 25 | SUZLON2% ₹46 Cr 8,058,273
↑ 718,299 5. UTI Dividend Yield Fund
UTI Dividend Yield Fund
Growth Launch Date 3 May 05 NAV (07 Jul 26) ₹177.386 ↓ -0.24 (-0.13 %) Net Assets (Cr) ₹3,697 on 31 May 26 Category Equity - Dividend Yield AMC UTI Asset Management Company Ltd Rating ☆ Risk Moderately High Expense Ratio 1.99 Sharpe Ratio -0.35 Information Ratio 0.53 Alpha Ratio -2.07 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 30 Jun 21 ₹10,000 30 Jun 22 ₹9,739 30 Jun 23 ₹11,797 30 Jun 24 ₹17,589 30 Jun 25 ₹18,633 30 Jun 26 ₹18,253 Returns for UTI Dividend Yield Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Jul 26 Duration Returns 1 Month 3.6% 3 Month 5.4% 6 Month -3.3% 1 Year -1% 3 Year 15.7% 5 Year 12.9% 10 Year 15 Year Since launch 14.5% 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 Amit Premchandani 16 Nov 22 3.62 Yr. Data below for UTI Dividend Yield Fund as on 31 May 26
Equity Sector Allocation
Sector Value Financial Services 27.29% Technology 11.36% Consumer Cyclical 10.52% Health Care 10.06% Industrials 7.98% Real Estate 6.22% Energy 5.77% Utility 5.65% Consumer Defensive 4.73% Communication Services 3.58% Basic Materials 3.08% Asset Allocation
Asset Class Value Cash 2.02% Equity 97.43% Debt 0.55% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 12 | HDFCBANK8% ₹298 Cr 4,000,000
↑ 200,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 07 | ICICIBANK5% ₹195 Cr 1,550,000 State Bank of India (Financial Services)
Equity, Since 31 Mar 23 | SBIN3% ₹121 Cr 1,250,000
↑ 1,800 Tech Mahindra Ltd (Technology)
Equity, Since 31 May 17 | TECHM3% ₹113 Cr 760,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 24 | BHARTIARTL3% ₹110 Cr 600,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 23 | M&M3% ₹105 Cr 345,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | KOTAKBANK3% ₹100 Cr 2,600,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Apr 24 | POWERGRID2% ₹92 Cr 3,150,000 Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY2% ₹84 Cr 725,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 25 | MARUTI2% ₹81 Cr 62,000 6. UTI Value Opportunities Fund
UTI Value Opportunities Fund
Growth Launch Date 20 Jul 05 NAV (07 Jul 26) ₹167.109 ↑ 0.20 (0.12 %) Net Assets (Cr) ₹9,258 on 31 May 26 Category Equity - Value AMC UTI Asset Management Company Ltd Rating ☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio -0.4 Information Ratio 0.24 Alpha Ratio -3.31 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 30 Jun 21 ₹10,000 30 Jun 22 ₹9,810 30 Jun 23 ₹12,118 30 Jun 24 ₹17,427 30 Jun 25 ₹18,697 30 Jun 26 ₹17,881 Returns for UTI Value Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Jul 26 Duration Returns 1 Month 5% 3 Month 8% 6 Month -4.7% 1 Year -2.4% 3 Year 14.8% 5 Year 12.6% 10 Year 15 Year Since launch 14.3% 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 Amit Premchandani 1 Feb 18 8.42 Yr. Data below for UTI Value Opportunities Fund as on 31 May 26
Equity Sector Allocation
Sector Value Financial Services 33.06% Consumer Cyclical 12.23% Industrials 9.17% Health Care 8.82% Technology 7.71% Communication Services 7.29% Energy 5.85% Basic Materials 4.56% Real Estate 3.95% Consumer Defensive 3.07% Utility 2.82% Asset Allocation
Asset Class Value Cash 1.2% Equity 98.53% Debt 0.27% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | HDFCBANK8% ₹767 Cr 10,300,000
↑ 100,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | ICICIBANK6% ₹540 Cr 4,300,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL4% ₹402 Cr 2,200,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | AXISBANK4% ₹354 Cr 2,750,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 23 | KOTAKBANK4% ₹346 Cr 9,000,000 State Bank of India (Financial Services)
Equity, Since 31 Jul 18 | SBIN3% ₹318 Cr 3,300,000
↑ 50,000 Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY3% ₹313 Cr 2,700,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | M&M3% ₹279 Cr 915,000 Reliance Industries Ltd (Energy)
Equity, Since 31 May 24 | RELIANCE3% ₹254 Cr 1,925,000 Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 20 | TECHM3% ₹241 Cr 1,625,000 7. UTI Mid Cap Fund
UTI Mid Cap Fund
Growth Launch Date 7 Apr 04 NAV (07 Jul 26) ₹308.93 ↑ 0.23 (0.08 %) Net Assets (Cr) ₹11,871 on 31 May 26 Category Equity - Mid Cap AMC UTI Asset Management Company Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio -0.1 Information Ratio -1.8 Alpha Ratio -5.18 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 30 Jun 21 ₹10,000 30 Jun 22 ₹10,017 30 Jun 23 ₹12,726 30 Jun 24 ₹17,966 30 Jun 25 ₹18,758 30 Jun 26 ₹18,579 Returns for UTI Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Jul 26 Duration Returns 1 Month 4% 3 Month 12.7% 6 Month 0.3% 1 Year 0.8% 3 Year 13.7% 5 Year 13% 10 Year 15 Year Since launch 17.2% 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 Vishal Chopda 16 Jun 25 1.04 Yr. Data below for UTI Mid Cap Fund as on 31 May 26
Equity Sector Allocation
Sector Value Financial Services 24.65% Industrials 19.92% Consumer Cyclical 12.4% Health Care 11.55% Basic Materials 9.76% Technology 8.37% Communication Services 2.77% Real Estate 2.76% Utility 2.53% Consumer Defensive 1.87% Energy 1.81% Asset Allocation
Asset Class Value Cash 1.61% Equity 98.39% Top Securities Holdings / Portfolio
Name Holding Value Quantity Polycab India Ltd (Industrials)
Equity, Since 31 Dec 20 | POLYCAB2% ₹284 Cr 300,000
↓ -20,000 PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | 5433902% ₹282 Cr 1,655,000
↓ -45,000 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 17 | TIINDIA2% ₹276 Cr 880,000 Max Financial Services Ltd (Financial Services)
Equity, Since 31 Jul 18 | MFSL2% ₹259 Cr 1,550,000 Suzlon Energy Ltd (Industrials)
Equity, Since 30 Jun 24 | SUZLON2% ₹251 Cr 44,000,000 Coforge Ltd (Technology)
Equity, Since 30 Apr 21 | COFORGE2% ₹242 Cr 1,700,000 BSE Ltd (Financial Services)
Equity, Since 31 May 26 | BSE2% ₹238 Cr 575,000
↑ 575,000 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jul 20 | PHOENIXLTD2% ₹230 Cr 1,300,000 The Federal Bank Ltd (Financial Services)
Equity, Since 30 Nov 10 | FEDERALBNK2% ₹222 Cr 7,700,000 Ajanta Pharma Ltd (Healthcare)
Equity, Since 30 Nov 23 | AJANTPHARM2% ₹220 Cr 750,000 8. UTI Banking and Financial Services Fund
UTI Banking and Financial Services Fund
Growth Launch Date 7 Apr 04 NAV (07 Jul 26) ₹200.04 ↑ 0.46 (0.23 %) Net Assets (Cr) ₹1,340 on 31 May 26 Category Equity - Sectoral AMC UTI Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 2.2 Sharpe Ratio -0.22 Information Ratio 0.37 Alpha Ratio 2.19 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 30 Jun 21 ₹10,000 30 Jun 22 ₹9,250 30 Jun 23 ₹12,451 30 Jun 24 ₹15,480 30 Jun 25 ₹17,779 30 Jun 26 ₹17,849 Returns for UTI Banking and Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Jul 26 Duration Returns 1 Month 9% 3 Month 11.2% 6 Month -0.5% 1 Year 4% 3 Year 13.4% 5 Year 12.1% 10 Year 15 Year Since launch 14.4% 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 Amit Premchandani 16 Jun 25 1.04 Yr. Bhavesh Kanani 12 Jan 26 0.47 Yr. Data below for UTI Banking and Financial Services Fund as on 31 May 26
Equity Sector Allocation
Sector Value Financial Services 96.26% Technology 1.58% Asset Allocation
Asset Class Value Cash 2.16% Equity 97.84% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK17% ₹229 Cr 3,075,000
↑ 200,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 04 | ICICIBANK13% ₹175 Cr 1,395,000 State Bank of India (Financial Services)
Equity, Since 28 Feb 18 | SBIN9% ₹120 Cr 1,248,490
↑ 648,490 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | AXISBANK8% ₹106 Cr 820,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 19 | BAJFINANCE8% ₹103 Cr 1,135,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | KOTAKBANK7% ₹98 Cr 2,550,000
↓ -700,000 Shriram Finance Ltd (Financial Services)
Equity, Since 31 Jan 24 | SHRIRAMFIN5% ₹73 Cr 767,975
↑ 55,000 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 28 Feb 25 | SBILIFE4% ₹51 Cr 277,000 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Aug 24 | BAJAJFINSV3% ₹44 Cr 246,000 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Apr 25 | 5429043% ₹37 Cr 6,884,317
↑ 350,000 9. UTI India Lifestyle Fund
UTI India Lifestyle Fund
Growth Launch Date 30 Jul 07 NAV (07 Jul 26) ₹57.7224 ↓ -0.03 (-0.04 %) Net Assets (Cr) ₹664 on 31 May 26 Category Equity - Sectoral AMC UTI Asset Management Company Ltd Rating ☆☆ Risk High Expense Ratio 2.45 Sharpe Ratio -0.36 Information Ratio -1.01 Alpha Ratio -2.38 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 30 Jun 21 ₹10,000 30 Jun 22 ₹10,058 30 Jun 23 ₹12,185 30 Jun 24 ₹16,261 30 Jun 25 ₹16,634 30 Jun 26 ₹16,085 Returns for UTI India Lifestyle Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Jul 26 Duration Returns 1 Month 6.8% 3 Month 11.6% 6 Month -3.1% 1 Year 0.2% 3 Year 11% 5 Year 10.3% 10 Year 15 Year Since launch 9.7% 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 Vicky Punjabi 16 Jun 25 1.04 Yr. Data below for UTI India Lifestyle Fund as on 31 May 26
Equity Sector Allocation
Sector Value Consumer Cyclical 50.77% Consumer Defensive 17.41% Communication Services 9.38% Industrials 6.2% Financial Services 4.41% Real Estate 3.26% Health Care 2.39% Basic Materials 2.33% Technology 2.21% Asset Allocation
Asset Class Value Cash 1.61% Equity 98.36% Top Securities Holdings / Portfolio
Name Holding Value Quantity Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | M&M9% ₹60 Cr 198,514 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | ETERNAL9% ₹57 Cr 2,293,619 Titan Co Ltd (Consumer Cyclical)
Equity, Since 28 Feb 19 | TITAN7% ₹45 Cr 110,243
↑ 4,210 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 11 | BHARTIARTL7% ₹43 Cr 236,300
↓ -21,700 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 11 | MARUTI6% ₹40 Cr 30,671 Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 31 Dec 17 | EICHERMOT4% ₹30 Cr 41,588 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | TRENT4% ₹29 Cr 68,062 ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 07 | ITC3% ₹21 Cr 733,363 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 28 Feb 25 | TVSMOTOR3% ₹19 Cr 57,310 Polycab India Ltd (Industrials)
Equity, Since 31 Jan 24 | POLYCAB3% ₹18 Cr 19,302
↓ -2,644 10. UTI Long Term Equity Fund
UTI Long Term Equity Fund
Growth Launch Date 15 Dec 99 NAV (07 Jul 26) ₹203.789 ↑ 0.53 (0.26 %) Net Assets (Cr) ₹3,400 on 31 May 26 Category Equity - ELSS AMC UTI Asset Management Company Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio -0.51 Information Ratio -1.2 Alpha Ratio -5.13 Min Investment 500 Min SIP Investment 500 Exit Load NIL Sub Cat. ELSS Growth of 10,000 investment over the years.
Date Value 30 Jun 21 ₹10,000 30 Jun 22 ₹9,714 30 Jun 23 ₹11,758 30 Jun 24 ₹15,639 30 Jun 25 ₹16,235 30 Jun 26 ₹15,387 Returns for UTI Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Jul 26 Duration Returns 1 Month 5.4% 3 Month 9.1% 6 Month -3.9% 1 Year -2.9% 3 Year 10.2% 5 Year 9.1% 10 Year 15 Year Since launch 13.9% 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 Amit Premchandani 16 Jun 25 1.04 Yr. Data below for UTI Long Term Equity Fund as on 31 May 26
Equity Sector Allocation
Sector Value Financial Services 33.05% Consumer Cyclical 13.7% Industrials 9.93% Technology 8.61% Communication Services 6.44% Health Care 5.61% Consumer Defensive 5.23% Energy 4.73% Basic Materials 4.42% Utility 3.5% Real Estate 3.1% Asset Allocation
Asset Class Value Cash 1.67% Equity 98.33% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 11 | HDFCBANK8% ₹277 Cr 3,725,000
↑ 25,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | ICICIBANK6% ₹220 Cr 1,750,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 13 | BHARTIARTL4% ₹146 Cr 800,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Jun 25 | KOTAKBANK4% ₹134 Cr 3,500,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | AXISBANK4% ₹132 Cr 1,025,000 Reliance Industries Ltd (Energy)
Equity, Since 31 May 24 | RELIANCE3% ₹96 Cr 725,000 Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY3% ₹93 Cr 800,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 19 | BAJFINANCE3% ₹91 Cr 1,000,000 Tata Steel Ltd (Basic Materials)
Equity, Since 29 Feb 24 | TATASTEEL2% ₹81 Cr 3,900,000 State Bank of India (Financial Services)
Equity, Since 30 Jun 25 | SBIN2% ₹77 Cr 800,000
↑ 37,950
SIP રોકાણ કેવી રીતે વધે છે?
જો તમે ચોક્કસ સમયગાળા માટે માસિક ચોક્કસ રકમનું રોકાણ કરો તો તમારું SIP રોકાણ કેવી રીતે વધશે તે જાણવા માગો છો? અમે તમને એક ઉદાહરણ સાથે સમજાવીશું.
SIP કેલ્ક્યુલેટર અથવા SIP રીટર્ન કેલ્ક્યુલેટર
SIP કેલ્ક્યુલેટર સામાન્ય રીતે ઇનપુટ લે છે જેમ કે SIP રોકાણની રકમ (ધ્યેય), જે રોકાણ કરવા માગે છે, રોકાણના વર્ષોની સંખ્યા, અપેક્ષિતફુગાવો દરો (એકને આ માટે એકાઉન્ટ કરવાની જરૂર છે!) અને અપેક્ષિત વળતર. આથી, કોઈ લક્ષ્ય હાંસલ કરવા માટે જરૂરી SIP વળતરની ગણતરી કરી શકે છે!
ધારો કે, જો તમે 10 રૂપિયાનું રોકાણ કરો છો,000 10 વર્ષ માટે, જુઓ કે તમારું SIP રોકાણ કેવી રીતે વધે છે-
માસિક રોકાણ: INR 10,000
રોકાણનો સમયગાળો: 10 વર્ષ
રોકાણ કરેલ કુલ રકમ: INR 12,00,000
લાંબા ગાળાનો વિકાસ દર (અંદાજે): 15%
મુજબ અપેક્ષિત વળતરસિપ કેલ્ક્યુલેટર: INR 27,86,573
ચોખ્ખો નફો: INR 15,86,573 (સંપૂર્ણ વળતર= 132.2%)
ઉપરોક્ત ગણતરીઓ દર્શાવે છે કે જો તમે 10 વર્ષ માટે માસિક INR 10,000 નું રોકાણ કરો છો (કુલ INR12,00,000) તમે કમાશોINR 27,86,573, જેનો અર્થ છે કે તમે જે ચોખ્ખો નફો કરો છોINR 15,86,573. શું તે મહાન નથી!
UTI ફંડમાં ઓનલાઈન કેવી રીતે રોકાણ કરવું?
Fincash.com પર આજીવન માટે મફત રોકાણ ખાતું ખોલો.
તમારી નોંધણી અને KYC પ્રક્રિયા પૂર્ણ કરો
દસ્તાવેજો અપલોડ કરો (PAN, આધાર, વગેરે).અને, તમે રોકાણ કરવા માટે તૈયાર છો!
અહીં આપેલી માહિતી સચોટ છે તેની ખાતરી કરવા માટેના તમામ પ્રયાસો કરવામાં આવ્યા છે. જો કે, ડેટાની શુદ્ધતા અંગે કોઈ ગેરંટી આપવામાં આવતી નથી. કોઈપણ રોકાણ કરતા પહેલા કૃપા કરીને સ્કીમ માહિતી દસ્તાવેજ સાથે ચકાસો.
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Research Highlights for UTI Healthcare Fund