+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 (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 - MNC Fund) The Funds collected under the scheme shall be invested predominantly in stocks of Multinational Corporations and other liquid stocks. The funds collected under the scheme shall be invested in equities and equity related instruments. The risk profile of investment could be high. Research Highlights for UTI MNC Fund Below is the key information for UTI MNC 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 (%) 2024 (%) UTI Healthcare Fund Growth ₹291.95
↑ 3.42 ₹1,146 500 5.4 17.7 3.9 25.6 18.7 42.9 UTI Transportation & Logistics Fund Growth ₹283.923
↑ 1.94 ₹3,565 500 12.3 28.7 1.4 22 25.7 18.7 UTI Core Equity Fund Growth ₹176.644
↑ 1.02 ₹4,865 500 1.2 14.5 -3.8 20.5 24.4 27.2 UTI Dividend Yield Fund Growth ₹175.402
↑ 0.76 ₹4,040 500 2.1 13.1 -6 19.8 21.2 24.7 UTI Infrastructure Fund Growth ₹138.61
↑ 0.38 ₹2,193 500 -0.8 14 -7.5 19.3 24.5 18.5 UTI Value Opportunities Fund Growth ₹167.541
↑ 1.00 ₹9,899 500 2.6 13.4 -2.7 18.1 21.3 23.4 UTI Mid Cap Fund Growth ₹301.5
↑ 1.37 ₹11,822 500 2 20.1 -6.3 16.2 22.6 23.3 UTI Banking and Financial Services Fund Growth ₹183.451
↑ 0.81 ₹1,305 500 -1.6 13.7 5.2 15 19.6 11.1 UTI India Lifestyle Fund Growth ₹59.5345
↑ 0.26 ₹696 500 6.9 18.5 -2.7 13.5 17 20.2 UTI MNC Fund Growth ₹399.9
↑ 0.50 ₹2,835 500 5.9 18.3 -3.8 12.2 14.4 16.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Sep 25 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 MNC Fund Point 1 Bottom quartile AUM (₹1,146 Cr). Upper mid AUM (₹3,565 Cr). Upper mid AUM (₹4,865 Cr). Upper mid AUM (₹4,040 Cr). Lower mid AUM (₹2,193 Cr). Top quartile AUM (₹9,899 Cr). Highest AUM (₹11,822 Cr). Bottom quartile AUM (₹1,305 Cr). Bottom quartile AUM (₹696 Cr). Lower mid AUM (₹2,835 Cr). Point 2 Established history (26+ yrs). Established history (21+ yrs). Established history (16+ yrs). Established history (20+ yrs). Established history (21+ yrs). Established history (20+ yrs). Established history (21+ yrs). Established history (21+ yrs). Established history (18+ yrs). Oldest track record among peers (27 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★ (lower mid). Rating: 3★ (upper mid). Rating: 2★ (lower mid). Rating: 3★ (upper 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: 18.68% (bottom quartile). 5Y return: 25.72% (top quartile). 5Y return: 24.44% (upper mid). 5Y return: 21.19% (lower mid). 5Y return: 24.52% (top quartile). 5Y return: 21.35% (upper mid). 5Y return: 22.57% (upper mid). 5Y return: 19.61% (lower mid). 5Y return: 17.02% (bottom quartile). 5Y return: 14.41% (bottom quartile). Point 6 3Y return: 25.64% (top quartile). 3Y return: 22.01% (top quartile). 3Y return: 20.48% (upper mid). 3Y return: 19.79% (upper mid). 3Y return: 19.29% (upper mid). 3Y return: 18.14% (lower mid). 3Y return: 16.21% (lower mid). 3Y return: 14.96% (bottom quartile). 3Y return: 13.46% (bottom quartile). 3Y return: 12.18% (bottom quartile). Point 7 1Y return: 3.87% (top quartile). 1Y return: 1.43% (upper mid). 1Y return: -3.85% (lower mid). 1Y return: -6.04% (bottom quartile). 1Y return: -7.55% (bottom quartile). 1Y return: -2.71% (upper mid). 1Y return: -6.31% (bottom quartile). 1Y return: 5.20% (top quartile). 1Y return: -2.67% (upper mid). 1Y return: -3.77% (lower mid). Point 8 Alpha: 0.67 (top quartile). Alpha: 0.00 (upper mid). Alpha: 0.06 (upper mid). Alpha: -3.14 (lower mid). Alpha: -4.86 (bottom quartile). Alpha: 0.44 (top quartile). Alpha: -2.83 (lower mid). Alpha: -5.63 (bottom quartile). Alpha: -5.02 (bottom quartile). Alpha: -2.27 (upper mid). Point 9 Sharpe: 0.43 (top quartile). Sharpe: -0.65 (lower mid). Sharpe: -0.39 (upper mid). Sharpe: -0.66 (bottom quartile). Sharpe: -0.74 (bottom quartile). Sharpe: -0.40 (upper mid). Sharpe: -0.47 (upper mid). Sharpe: 0.27 (top quartile). Sharpe: -0.51 (lower mid). Sharpe: -0.78 (bottom quartile). Point 10 Information ratio: -0.06 (lower mid). Information ratio: 0.00 (upper mid). Information ratio: 0.76 (top quartile). Information ratio: 0.54 (upper mid). Information ratio: -0.36 (lower mid). Information ratio: 0.59 (top quartile). Information ratio: -1.72 (bottom quartile). Information ratio: 0.23 (upper mid). Information ratio: -1.00 (bottom quartile). Information ratio: -0.61 (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 MNC 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 (03 Sep 25) ₹291.95 ↑ 3.42 (1.18 %) Net Assets (Cr) ₹1,146 on 31 Jul 25 Category Equity - Sectoral AMC UTI Asset Management Company Ltd Rating ☆ Risk High Expense Ratio 2.26 Sharpe Ratio 0.43 Information Ratio -0.06 Alpha Ratio 0.67 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 31 Aug 20 ₹10,000 31 Aug 21 ₹14,183 31 Aug 22 ₹12,385 31 Aug 23 ₹15,093 31 Aug 24 ₹23,487 31 Aug 25 ₹24,105 Returns for UTI Healthcare Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Sep 25 Duration Returns 1 Month 0.2% 3 Month 5.4% 6 Month 17.7% 1 Year 3.9% 3 Year 25.6% 5 Year 18.7% 10 Year 15 Year Since launch 15% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 12.4% Fund Manager information for UTI Healthcare Fund
Name Since Tenure Kamal Gada 2 May 22 3.34 Yr. Data below for UTI Healthcare Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Health Care 96.62% Basic Materials 1.03% Asset Allocation
Asset Class Value Cash 2.34% Equity 97.66% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 06 | SUNPHARMA10% ₹113 Cr 661,016 Cipla Ltd (Healthcare)
Equity, Since 31 Jan 03 | 5000875% ₹62 Cr 400,000 Ajanta Pharma Ltd (Healthcare)
Equity, Since 31 Jul 17 | 5323315% ₹55 Cr 200,000
↓ -10,000 Lupin Ltd (Healthcare)
Equity, Since 28 Feb 25 | 5002574% ₹49 Cr 255,000
↑ 55,000 Procter & Gamble Health Ltd (Healthcare)
Equity, Since 31 Dec 20 | PGHL4% ₹47 Cr 80,283 Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 28 Feb 18 | DRREDDY4% ₹46 Cr 360,000 Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Mar 24 | 5322964% ₹41 Cr 190,000
↓ -60,000 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 20 | 5328433% ₹40 Cr 465,000 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Apr 21 | APOLLOHOSP3% ₹40 Cr 53,000 Gland Pharma Ltd (Healthcare)
Equity, Since 30 Nov 20 | GLAND3% ₹34 Cr 166,863
↓ -13,137 2. UTI Transportation & Logistics Fund
UTI Transportation & Logistics Fund
Growth Launch Date 11 Apr 04 NAV (03 Sep 25) ₹283.923 ↑ 1.94 (0.69 %) Net Assets (Cr) ₹3,565 on 31 Jul 25 Category Equity - Sectoral AMC UTI Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 1.93 Sharpe Ratio -0.65 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 31 Aug 20 ₹10,000 31 Aug 21 ₹13,657 31 Aug 22 ₹17,744 31 Aug 23 ₹20,391 31 Aug 24 ₹31,974 31 Aug 25 ₹31,399 Returns for UTI Transportation & Logistics Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Sep 25 Duration Returns 1 Month 8.5% 3 Month 12.3% 6 Month 28.7% 1 Year 1.4% 3 Year 22% 5 Year 25.7% 10 Year 15 Year Since launch 16.9% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 5.7% Fund Manager information for UTI Transportation & Logistics Fund
Name Since Tenure Sachin Trivedi 22 Sep 16 8.95 Yr. Data below for UTI Transportation & Logistics Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Consumer Cyclical 78.96% Industrials 16.81% Asset Allocation
Asset Class Value Cash 4.04% Equity 95.82% Debt 0.15% Top Securities Holdings / Portfolio
Name Holding Value Quantity Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 04 | M&M14% ₹498 Cr 1,555,675 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 04 | MARUTI10% ₹342 Cr 271,513 Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 30 Nov 08 | EICHERMOT9% ₹320 Cr 584,527 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 5433207% ₹249 Cr 8,074,415
↑ 700,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 May 18 | INDIGO6% ₹229 Cr 387,991 Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 30 Apr 18 | 5329775% ₹192 Cr 239,786 Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 13 | ADANIPORTS5% ₹168 Cr 1,226,157 Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | HEROMOTOCO4% ₹140 Cr 327,739 Hyundai Motor India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | HYUNDAI4% ₹126 Cr 586,342 Tata Motors Ltd (Consumer Cyclical)
Equity, Since 30 Apr 04 | TATAMOTORS4% ₹126 Cr 1,888,865 3. UTI Core Equity Fund
UTI Core Equity Fund
Growth Launch Date 20 May 09 NAV (03 Sep 25) ₹176.644 ↑ 1.02 (0.58 %) Net Assets (Cr) ₹4,865 on 31 Jul 25 Category Equity - Large & Mid Cap AMC UTI Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.96 Sharpe Ratio -0.39 Information Ratio 0.76 Alpha Ratio 0.06 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 31 Aug 20 ₹10,000 31 Aug 21 ₹16,499 31 Aug 22 ₹17,304 31 Aug 23 ₹20,643 31 Aug 24 ₹31,364 31 Aug 25 ₹29,783 Returns for UTI Core Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Sep 25 Duration Returns 1 Month 0.8% 3 Month 1.2% 6 Month 14.5% 1 Year -3.8% 3 Year 20.5% 5 Year 24.4% 10 Year 15 Year Since launch 13.8% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 0.5% Fund Manager information for UTI Core Equity Fund
Name Since Tenure V Srivatsa 17 May 17 8.3 Yr. Data below for UTI Core Equity Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Financial Services 29.97% Technology 9.45% Basic Materials 9.27% Consumer Cyclical 8.61% Health Care 8.35% Industrials 7.78% Energy 6.38% Communication Services 5.78% Consumer Defensive 5.43% Real Estate 2.3% Utility 2.23% Asset Allocation
Asset Class Value Cash 4.46% Equity 95.54% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 20 | HDFCBANK7% ₹325 Cr 1,612,563 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 06 | ICICIBANK4% ₹214 Cr 1,447,555 Infosys Ltd (Technology)
Equity, Since 28 Feb 06 | INFY3% ₹149 Cr 988,187
↑ 81,220 The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | FEDERALBNK3% ₹122 Cr 6,023,475
↑ 330,250 ITC Ltd (Consumer Defensive)
Equity, Since 31 Dec 08 | ITC2% ₹119 Cr 2,888,744 Reliance Industries Ltd (Energy)
Equity, Since 29 Feb 20 | RELIANCE2% ₹115 Cr 825,401 InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Nov 22 | INDIGO2% ₹112 Cr 190,114 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Apr 24 | 5328982% ₹108 Cr 3,720,016
↑ 333,951 Wipro Ltd (Technology)
Equity, Since 30 Jun 24 | 5076852% ₹107 Cr 4,312,435
↑ 339,470 Vedanta Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 5002952% ₹107 Cr 2,508,415
↑ 58,121 4. UTI Dividend Yield Fund
UTI Dividend Yield Fund
Growth Launch Date 3 May 05 NAV (03 Sep 25) ₹175.402 ↑ 0.76 (0.44 %) Net Assets (Cr) ₹4,040 on 31 Jul 25 Category Equity - Dividend Yield AMC UTI Asset Management Company Ltd Rating ☆ Risk Moderately High Expense Ratio 1.99 Sharpe Ratio -0.66 Information Ratio 0.54 Alpha Ratio -3.14 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 31 Aug 20 ₹10,000 31 Aug 21 ₹15,966 31 Aug 22 ₹15,575 31 Aug 23 ₹18,077 31 Aug 24 ₹28,149 31 Aug 25 ₹26,084 Returns for UTI Dividend Yield Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Sep 25 Duration Returns 1 Month 1.3% 3 Month 2.1% 6 Month 13.1% 1 Year -6% 3 Year 19.8% 5 Year 21.2% 10 Year 15 Year Since launch 15.1% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 -5.1% Fund Manager information for UTI Dividend Yield Fund
Name Since Tenure Amit Premchandani 16 Nov 22 2.79 Yr. Data below for UTI Dividend Yield Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Financial Services 28.78% Technology 13.1% Consumer Cyclical 11.67% Health Care 9.06% Utility 6.89% Consumer Defensive 6.87% Industrials 6.36% Energy 6.29% Basic Materials 3.96% Communication Services 2.36% Real Estate 1.43% Asset Allocation
Asset Class Value Cash 2.71% Equity 96.78% Debt 0.51% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 12 | HDFCBANK9% ₹373 Cr 1,850,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 07 | ICICIBANK6% ₹224 Cr 1,511,670 Tech Mahindra Ltd (Technology)
Equity, Since 31 May 17 | 5327553% ₹133 Cr 910,000
↑ 10,000 Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY3% ₹130 Cr 860,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | KOTAKBANK3% ₹124 Cr 625,000
↑ 25,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 23 | M&M3% ₹120 Cr 375,000 State Bank of India (Financial Services)
Equity, Since 31 Mar 23 | SBIN3% ₹112 Cr 1,400,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Apr 24 | 5328982% ₹93 Cr 3,200,000 ITC Ltd (Consumer Defensive)
Equity, Since 30 Nov 07 | ITC2% ₹91 Cr 2,200,000 Cipla Ltd (Healthcare)
Equity, Since 30 Nov 23 | 5000872% ₹89 Cr 570,000
↓ -55,000 5. UTI Infrastructure Fund
UTI Infrastructure Fund
Growth Launch Date 7 Apr 04 NAV (03 Sep 25) ₹138.61 ↑ 0.38 (0.28 %) Net Assets (Cr) ₹2,193 on 31 Jul 25 Category Equity - Sectoral AMC UTI Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 2.18 Sharpe Ratio -0.74 Information Ratio -0.36 Alpha Ratio -4.86 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 31 Aug 20 ₹10,000 31 Aug 21 ₹16,550 31 Aug 22 ₹17,705 31 Aug 23 ₹21,009 31 Aug 24 ₹32,700 31 Aug 25 ₹29,650 Returns for UTI Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Sep 25 Duration Returns 1 Month -0.4% 3 Month -0.8% 6 Month 14% 1 Year -7.5% 3 Year 19.3% 5 Year 24.5% 10 Year 15 Year Since launch 13.5% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 -5.5% Fund Manager information for UTI Infrastructure Fund
Name Since Tenure Sachin Trivedi 1 Sep 21 4 Yr. Deepesh Agarwal 16 Jun 25 0.21 Yr. Data below for UTI Infrastructure Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Industrials 38.31% Communication Services 14.4% Energy 12.81% Utility 10.97% Basic Materials 7.24% Financial Services 5.43% Real Estate 3.07% Consumer Cyclical 2.99% Asset Allocation
Asset Class Value Cash 4.73% Equity 95.27% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 17 | BHARTIARTL13% ₹296 Cr 1,545,731
↓ -29,331 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 05 | LT9% ₹207 Cr 568,954
↑ 9,991 NTPC Ltd (Utilities)
Equity, Since 31 Dec 18 | 5325556% ₹142 Cr 4,260,012 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 22 | RELIANCE6% ₹127 Cr 913,802
↑ 39,144 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 12 | 5325385% ₹108 Cr 87,930 InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Nov 22 | INDIGO5% ₹101 Cr 170,972 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Sep 23 | 5003123% ₹70 Cr 2,886,087 Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 13 | ADANIPORTS3% ₹63 Cr 457,905 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 11 | 5322153% ₹57 Cr 533,167
↓ -48,488 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | ICICIBANK2% ₹51 Cr 343,610 6. UTI Value Opportunities Fund
UTI Value Opportunities Fund
Growth Launch Date 20 Jul 05 NAV (03 Sep 25) ₹167.541 ↑ 1.00 (0.60 %) Net Assets (Cr) ₹9,899 on 31 Jul 25 Category Equity - Value AMC UTI Asset Management Company Ltd Rating ☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio -0.41 Information Ratio 0.59 Alpha Ratio 0.44 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 31 Aug 20 ₹10,000 31 Aug 21 ₹15,718 31 Aug 22 ₹16,313 31 Aug 23 ₹18,414 31 Aug 24 ₹27,388 31 Aug 25 ₹26,278 Returns for UTI Value Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Sep 25 Duration Returns 1 Month 1.2% 3 Month 2.6% 6 Month 13.4% 1 Year -2.7% 3 Year 18.1% 5 Year 21.3% 10 Year 15 Year Since launch 15% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 -5.9% Fund Manager information for UTI Value Opportunities Fund
Name Since Tenure Amit Premchandani 1 Feb 18 7.59 Yr. Data below for UTI Value Opportunities Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Financial Services 33.57% Consumer Cyclical 13.85% Technology 10.15% Health Care 8.23% Basic Materials 8.17% Communication Services 7.07% Industrials 6.16% Energy 5.52% Utility 2.69% Consumer Defensive 2.38% Real Estate 1.35% Asset Allocation
Asset Class Value Cash 0.61% Equity 99.13% Debt 0.26% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | HDFCBANK10% ₹984 Cr 4,875,000
↓ -25,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | ICICIBANK6% ₹637 Cr 4,300,000 Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY4% ₹438 Cr 2,900,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL4% ₹421 Cr 2,197,804 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 23 | KOTAKBANK4% ₹356 Cr 1,800,000
↑ 50,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 5322153% ₹342 Cr 3,200,000
↑ 39,253 State Bank of India (Financial Services)
Equity, Since 31 Jul 18 | SBIN3% ₹303 Cr 3,800,000
↑ 50,000 Reliance Industries Ltd (Energy)
Equity, Since 31 May 24 | RELIANCE3% ₹288 Cr 2,075,000
↓ -25,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | M&M3% ₹272 Cr 850,000 Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 20 | 5327553% ₹252 Cr 1,725,000
↑ 25,000 7. UTI Mid Cap Fund
UTI Mid Cap Fund
Growth Launch Date 7 Apr 04 NAV (03 Sep 25) ₹301.5 ↑ 1.37 (0.46 %) Net Assets (Cr) ₹11,822 on 31 Jul 25 Category Equity - Mid Cap AMC UTI Asset Management Company Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio -0.48 Information Ratio -1.72 Alpha Ratio -2.83 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 31 Aug 20 ₹10,000 31 Aug 21 ₹16,955 31 Aug 22 ₹18,054 31 Aug 23 ₹21,283 31 Aug 24 ₹30,277 31 Aug 25 ₹27,836 Returns for UTI Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Sep 25 Duration Returns 1 Month 2% 3 Month 2% 6 Month 20.1% 1 Year -6.3% 3 Year 16.2% 5 Year 22.6% 10 Year 15 Year Since launch 17.8% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 6.6% Fund Manager information for UTI Mid Cap Fund
Name Since Tenure Vishal Chopda 16 Jun 25 0.21 Yr. Data below for UTI Mid Cap Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Consumer Cyclical 18.84% Financial Services 18.63% Industrials 16.92% Basic Materials 12.68% Health Care 12.51% Technology 9.73% Real Estate 3% Communication Services 2.42% Utility 1.86% Energy 0.88% Consumer Defensive 0.87% Asset Allocation
Asset Class Value Cash 1.64% Equity 98.36% Top Securities Holdings / Portfolio
Name Holding Value Quantity Polycab India Ltd (Industrials)
Equity, Since 31 Dec 20 | POLYCAB2% ₹275 Cr 403,783 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jul 20 | 5031002% ₹252 Cr 1,700,000 JK Cement Ltd (Basic Materials)
Equity, Since 31 Aug 20 | JKCEMENT2% ₹250 Cr 375,943 Coforge Ltd (Technology)
Equity, Since 30 Apr 21 | COFORGE2% ₹245 Cr 1,400,000
↓ -193,375 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT2% ₹232 Cr 450,000
↑ 39,370 Indian Bank (Financial Services)
Equity, Since 31 Jul 23 | 5328142% ₹227 Cr 3,656,918 Max Financial Services Ltd (Financial Services)
Equity, Since 31 Jul 18 | 5002712% ₹227 Cr 1,512,968 Ajanta Pharma Ltd (Healthcare)
Equity, Since 30 Nov 23 | 5323312% ₹223 Cr 810,000
↑ 6,015 Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Apr 24 | DIXON2% ₹219 Cr 130,000
↑ 21,724 Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | SCHAEFFLER2% ₹217 Cr 527,300 8. UTI Banking and Financial Services Fund
UTI Banking and Financial Services Fund
Growth Launch Date 7 Apr 04 NAV (03 Sep 25) ₹183.451 ↑ 0.81 (0.44 %) Net Assets (Cr) ₹1,305 on 31 Jul 25 Category Equity - Sectoral AMC UTI Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 2.2 Sharpe Ratio 0.27 Information Ratio 0.23 Alpha Ratio -5.63 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 31 Aug 20 ₹10,000 31 Aug 21 ₹15,617 31 Aug 22 ₹16,170 31 Aug 23 ₹18,233 31 Aug 24 ₹22,992 31 Aug 25 ₹24,300 Returns for UTI Banking and Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Sep 25 Duration Returns 1 Month -1.4% 3 Month -1.6% 6 Month 13.7% 1 Year 5.2% 3 Year 15% 5 Year 19.6% 10 Year 15 Year Since launch 14.6% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 -11.3% Fund Manager information for UTI Banking and Financial Services Fund
Name Since Tenure Amit Premchandani 16 Jun 25 0.21 Yr. Preethi S 2 May 22 3.34 Yr. Data below for UTI Banking and Financial Services Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Financial Services 98.63% Technology 0.48% Asset Allocation
Asset Class Value Cash 0.89% Equity 99.11% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 04 | ICICIBANK21% ₹274 Cr 1,852,344 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK16% ₹203 Cr 1,005,927 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | KOTAKBANK8% ₹99 Cr 500,000
↑ 218,835 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | 5322157% ₹96 Cr 900,000
↑ 130,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 19 | 5000346% ₹74 Cr 842,570 State Bank of India (Financial Services)
Equity, Since 28 Feb 18 | SBIN5% ₹68 Cr 850,000
↑ 100,000 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | 5900034% ₹55 Cr 2,070,787 Shriram Finance Ltd (Financial Services)
Equity, Since 31 Jan 24 | SHRIRAMFIN3% ₹44 Cr 700,000
↓ -100,000 India Shelter Finance Corporation Ltd (Financial Services)
Equity, Since 31 Dec 23 | INDIASHLTR3% ₹43 Cr 470,000
↓ -155,913 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Sep 22 | 5002713% ₹41 Cr 275,000
↓ -39,018 9. UTI India Lifestyle Fund
UTI India Lifestyle Fund
Growth Launch Date 30 Jul 07 NAV (03 Sep 25) ₹59.5345 ↑ 0.26 (0.43 %) Net Assets (Cr) ₹696 on 31 Jul 25 Category Equity - Sectoral AMC UTI Asset Management Company Ltd Rating ☆☆ Risk High Expense Ratio 2.45 Sharpe Ratio -0.51 Information Ratio -1 Alpha Ratio -5.02 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 31 Aug 20 ₹10,000 31 Aug 21 ₹14,352 31 Aug 22 ₹15,459 31 Aug 23 ₹16,144 31 Aug 24 ₹23,195 31 Aug 25 ₹22,131 Returns for UTI India Lifestyle Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Sep 25 Duration Returns 1 Month 5.5% 3 Month 6.9% 6 Month 18.5% 1 Year -2.7% 3 Year 13.5% 5 Year 17% 10 Year 15 Year Since launch 10.4% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 -1.9% Fund Manager information for UTI India Lifestyle Fund
Name Since Tenure Vishal Chopda 28 Feb 18 7.51 Yr. Vicky Punjabi 16 Jun 25 0.21 Yr. Data below for UTI India Lifestyle Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Consumer Cyclical 41.9% Consumer Defensive 24.67% Communication Services 10.79% Industrials 6.78% Financial Services 5.79% Basic Materials 3.32% Health Care 3.27% Real Estate 2% Asset Allocation
Asset Class Value Cash 1.47% Equity 98.53% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 11 | BHARTIARTL8% ₹56 Cr 290,000
↓ -7,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 11 | MARUTI6% ₹41 Cr 32,500 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | M&M5% ₹36 Cr 113,000 Titan Co Ltd (Consumer Cyclical)
Equity, Since 28 Feb 19 | TITAN4% ₹30 Cr 90,000
↑ 15,000 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 5403764% ₹30 Cr 70,000
↓ -3,500 ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 07 | ITC4% ₹28 Cr 688,767 Godrej Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 May 21 | 5324244% ₹28 Cr 225,000
↓ -10,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | 5433204% ₹25 Cr 815,000
↓ -46,000 Swiggy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | SWIGGY3% ₹21 Cr 520,000
↑ 74,999 Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 31 Dec 17 | EICHERMOT3% ₹20 Cr 37,000 10. UTI MNC Fund
UTI MNC Fund
Growth Launch Date 29 May 98 NAV (03 Sep 25) ₹399.9 ↑ 0.50 (0.13 %) Net Assets (Cr) ₹2,835 on 31 Jul 25 Category Equity - Sectoral AMC UTI Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.02 Sharpe Ratio -0.78 Information Ratio -0.61 Alpha Ratio -2.27 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 31 Aug 20 ₹10,000 31 Aug 21 ₹13,634 31 Aug 22 ₹14,223 31 Aug 23 ₹15,486 31 Aug 24 ₹20,794 31 Aug 25 ₹19,770 Returns for UTI MNC Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Sep 25 Duration Returns 1 Month 3.6% 3 Month 5.9% 6 Month 18.3% 1 Year -3.8% 3 Year 12.2% 5 Year 14.4% 10 Year 15 Year Since launch 15.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 16.7% 2023 22.6% 2022 -1.4% 2021 24.1% 2020 12.9% 2019 -1.7% 2018 -0.3% 2017 37.3% 2016 -3% 2015 12.7% Fund Manager information for UTI MNC Fund
Name Since Tenure Karthikraj Lakshmanan 16 Nov 22 2.79 Yr. Data below for UTI MNC Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Consumer Cyclical 21.37% Consumer Defensive 20.13% Health Care 16.06% Industrials 14.29% Technology 10.22% Basic Materials 7.94% Financial Services 4.48% Utility 1.08% Asset Allocation
Asset Class Value Cash 4.05% Equity 95.59% Debt 0.36% Top Securities Holdings / Portfolio
Name Holding Value Quantity Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 06 | MARUTI9% ₹256 Cr 203,400 Nestle India Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | NESTLEIND5% ₹145 Cr 643,855 Procter & Gamble Health Ltd (Healthcare)
Equity, Since 28 Feb 21 | PGHL5% ₹142 Cr 240,895 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Dec 05 | HINDUNILVR4% ₹126 Cr 498,082
↑ 60,000 Vedanta Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 5002954% ₹110 Cr 2,582,216 United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Mar 13 | UNITDSPR4% ₹105 Cr 785,187 Britannia Industries Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | 5008253% ₹98 Cr 170,000 Gland Pharma Ltd (Healthcare)
Equity, Since 30 Nov 20 | GLAND3% ₹88 Cr 424,791 3M India Ltd (Industrials)
Equity, Since 30 Apr 20 | 3MINDIA3% ₹83 Cr 27,031
↓ -893 Bosch Ltd (Consumer Cyclical)
Equity, Since 28 Feb 09 | 5005303% ₹72 Cr 17,845
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