fincash logo SOLUTIONS
EXPLORE FUNDS
CALCULATORS
fincash number+91-22-48913909
10 മികച്ച UTI SIP മ്യൂച്വൽ ഫണ്ടുകൾ 2022 | മികച്ച SIP ഫണ്ടുകൾ

ഫിൻകാഷ് »യുടിഐ മ്യൂച്വൽ ഫണ്ട് »മികച്ച UTI SIP ഫണ്ടുകൾ

10 മികച്ച UTI SIP മ്യൂച്വൽ ഫണ്ടുകൾ 2022

Updated on June 30, 2025 , 25079 views

യുടിഐ എസ്‌ഐപികളാണ് ഏറ്റവും കാര്യക്ഷമമായ മാർഗംമ്യൂച്വൽ ഫണ്ടിൽ നിക്ഷേപിക്കുക സ്കീമുകൾ.എസ്.ഐ.പി അല്ലെങ്കിൽ വ്യവസ്ഥാപിതംനിക്ഷേപ പദ്ധതി പോലെ പ്രവർത്തിക്കുന്നുആവർത്തന നിക്ഷേപം, ഒരു നിശ്ചിത ഇടവേളയിൽ (ആഴ്ചയിലൊരിക്കൽ/പ്രതിമാസം/ത്രൈമാസത്തിൽ) ഒരു നിശ്ചിത തുക നിക്ഷേപിക്കപ്പെടുന്നു. 500 രൂപയ്ക്ക് ഒരാൾക്ക് ഒരു SIP ആരംഭിക്കാം, ഇത് ഏറ്റവും താങ്ങാനാവുന്ന നിക്ഷേപ മാർഗമായി മാറുന്നു. നിങ്ങൾ ഒരു സാധാരണക്കാരനായതിനാൽനിക്ഷേപകൻ ഒരു SIP വഴി, നിങ്ങൾക്ക് ദീർഘകാല സമ്പാദ്യത്തിന്റെ ശീലം എളുപ്പത്തിൽ നേടാനാകും. കൂടാതെ,SIP നിക്ഷേപം ദീർഘകാലാടിസ്ഥാനത്തിൽ, പ്രത്യേകിച്ച് പ്രയോജനംഇക്വിറ്റി ഫണ്ടുകൾ. ഇത് ഇക്വിറ്റിയുടെ അപകടസാധ്യത സന്തുലിതമാക്കുന്നുവിപണി ശരി, അതിനാൽ നിങ്ങൾക്ക് ഒരു സ്ഥിരത നൽകുന്നുവരുമാനം പ്രക്ഷുബ്ധമായ വിപണി സാഹചര്യങ്ങളിൽ പോലും.UTI

മികച്ച UTI SIP ഫണ്ടുകളിൽ എന്തിന് നിക്ഷേപിക്കണം?

നിങ്ങൾക്ക് നേടാനാകുന്ന ഒരു SIP-യുടെ ചില പ്രധാന നേട്ടങ്ങൾനിക്ഷേപിക്കുന്നു യുടിഐ സ്കീമുകളിൽ ഇവയാണ്:

എസ്‌ഐ‌പിയിൽ നിക്ഷേപിക്കാൻ താൽപ്പര്യമുള്ള നിക്ഷേപകർ, മികച്ച 10 യുടിഐ എസ്‌ഐപി ഇതാമ്യൂച്വൽ ഫണ്ടുകൾ നിക്ഷേപിക്കാൻ. AUM പോലുള്ള ചില പാരാമീറ്ററുകൾ ഏറ്റെടുത്ത് ഈ ഫണ്ടുകൾ ഷോർട്ട്‌ലിസ്റ്റ് ചെയ്തിട്ടുണ്ട്,അല്ല, മുൻകാല പ്രകടനങ്ങൾ, ശരാശരി വരുമാനം മുതലായവ.

Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

നിക്ഷേപിക്കാനുള്ള മികച്ച UTI SIP ഇക്വിറ്റി മ്യൂച്വൽ ഫണ്ടുകൾ

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
UTI Infrastructure Fund Growth ₹145.212
↓ -0.18
₹2,200 500 104.2-1.427.926.818.5
UTI Core Equity Fund Growth ₹182.255
↓ -0.80
₹4,544 500 112.37.426.727.927.2
UTI Healthcare Fund Growth ₹285.023
↑ 0.07
₹1,062 500 7.3-3.520.526.522.242.9
UTI Transportation & Logistics Fund Growth ₹264.381
↑ 0.33
₹3,447 500 14.12.8-2.524.427.518.7
UTI Dividend Yield Fund Growth ₹178.057
↓ -0.25
₹4,010 500 8.714.923.923.924.7
UTI Banking and Financial Services Fund Growth ₹193.688
↓ -1.43
₹1,295 500 11.211.613.323.622.511.1
UTI Value Opportunities Fund Growth ₹170.052
↓ -0.36
₹9,752 500 9.52.66.223.624.223.4
UTI Mid Cap Fund Growth ₹307.631
↓ -0.75
₹11,643 500 14.7-0.33.122.926.923.3
UTI Long Term Equity Fund Growth ₹209.616
↓ -0.66
₹3,777 500 102.13.118.220.613.9
UTI India Lifestyle Fund Growth ₹57.6154
↓ -0.02
₹686 500 8.2-1.71.717.618.120.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Jul 25
*അടിസ്ഥാനത്തിലുള്ള ഫണ്ടുകളുടെ ലിസ്റ്റ്ആസ്തി >= 100 കോടി & അടുക്കി3 വർഷംസിഎജിആർ മടങ്ങുന്നു.

1. UTI Infrastructure Fund

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.

UTI Infrastructure Fund is a Equity - Sectoral fund was launched on 7 Apr 04. It is a fund with High risk and has given a CAGR/Annualized return of 13.9% since its launch.  Ranked 28 in Sectoral category.  Return for 2024 was 18.5% , 2023 was 38.2% and 2022 was 8.8% .

Below is the key information for UTI Infrastructure Fund

UTI Infrastructure Fund
Growth
Launch Date 7 Apr 04
NAV (02 Jul 25) ₹145.212 ↓ -0.18   (-0.12 %)
Net Assets (Cr) ₹2,200 on 31 May 25
Category Equity - Sectoral
AMC UTI Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.25
Sharpe Ratio -0.27
Information Ratio 0.08
Alpha Ratio -4.07
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.

DateValue
30 Jun 20₹10,000
30 Jun 21₹16,022
30 Jun 22₹15,809
30 Jun 23₹21,036
30 Jun 24₹33,423
30 Jun 25₹33,057

UTI Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹584,107.
Net Profit of ₹284,107
Invest Now

Returns for UTI Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jul 25

DurationReturns
1 Month 3.6%
3 Month 10%
6 Month 4.2%
1 Year -1.4%
3 Year 27.9%
5 Year 26.8%
10 Year
15 Year
Since launch 13.9%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Sachin Trivedi1 Sep 213.75 Yr.
Deepesh Agarwal16 Jun 250 Yr.

Data below for UTI Infrastructure Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Industrials38.74%
Communication Services14.17%
Energy12.57%
Utility10.36%
Basic Materials6.71%
Financial Services6.03%
Real Estate3.31%
Consumer Cyclical3.18%
Asset Allocation
Asset ClassValue
Cash4.21%
Equity95.79%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 17 | BHARTIARTL
13%₹292 Cr1,575,062
↓ -16,795
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 05 | LT
9%₹205 Cr558,963
NTPC Ltd (Utilities)
Equity, Since 31 Dec 18 | NTPC
6%₹142 Cr4,260,012
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 22 | RELIANCE
6%₹124 Cr874,658
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 12 | ULTRACEMCO
4%₹99 Cr87,930
InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Nov 22 | INDIGO
4%₹91 Cr170,972
↓ -9,027
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 13 | ADANIPORTS
4%₹77 Cr537,905
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 11 | AXISBANK
3%₹69 Cr581,655
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Sep 23 | ONGC
3%₹69 Cr2,886,087
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Dec 15 | BEL
2%₹50 Cr1,301,116

2. UTI Core Equity Fund

(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.

UTI Core Equity Fund is a Equity - Large & Mid Cap fund was launched on 20 May 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.1% since its launch.  Ranked 29 in Large & Mid Cap category.  Return for 2024 was 27.2% , 2023 was 34.4% and 2022 was 4.6% .

Below is the key information for UTI Core Equity Fund

UTI Core Equity Fund
Growth
Launch Date 20 May 09
NAV (02 Jul 25) ₹182.255 ↓ -0.80   (-0.44 %)
Net Assets (Cr) ₹4,544 on 31 May 25
Category Equity - Large & Mid Cap
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio 0.38
Information Ratio 0.67
Alpha Ratio 2.67
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.

DateValue
30 Jun 20₹10,000
30 Jun 21₹17,304
30 Jun 22₹17,053
30 Jun 23₹21,809
30 Jun 24₹32,287
30 Jun 25₹35,086

UTI Core Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹598,181.
Net Profit of ₹298,181
Invest Now

Returns for UTI Core Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jul 25

DurationReturns
1 Month 4.2%
3 Month 11%
6 Month 2.3%
1 Year 7.4%
3 Year 26.7%
5 Year 27.9%
10 Year
15 Year
Since launch 14.1%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
V Srivatsa17 May 178.05 Yr.

Data below for UTI Core Equity Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Financial Services31.2%
Basic Materials10.13%
Consumer Cyclical9.83%
Technology8.31%
Health Care6.92%
Industrials6.85%
Communication Services6.52%
Energy6.32%
Consumer Defensive5.61%
Real Estate2.49%
Utility1.96%
Asset Allocation
Asset ClassValue
Cash3.85%
Equity96.15%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 20 | HDFCBANK
7%₹317 Cr1,627,563
↓ -11,347
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 06 | ICICIBANK
5%₹209 Cr1,447,555
Infosys Ltd (Technology)
Equity, Since 28 Feb 06 | INFY
3%₹122 Cr778,585
↑ 142,013
ITC Ltd (Consumer Defensive)
Equity, Since 31 Dec 08 | ITC
3%₹121 Cr2,888,744
↓ -241,833
Aditya Birla Capital Ltd (Financial Services)
Equity, Since 31 Aug 22 | ABCAPITAL
3%₹119 Cr5,342,061
↓ -336,357
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | FEDERALBNK
3%₹115 Cr5,693,225
Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 29 Feb 24 | INDUSTOWER
2%₹109 Cr2,829,426
↑ 57,243
Reliance Industries Ltd (Energy)
Equity, Since 29 Feb 20 | RELIANCE
2%₹107 Cr756,293
↑ 198,862
Vedanta Ltd (Basic Materials)
Equity, Since 30 Apr 24 | VEDL
2%₹104 Cr2,378,122
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Apr 20 | MFSL
2%₹102 Cr677,978
↓ -30,926

3. UTI Healthcare Fund

(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.

UTI Healthcare Fund is a Equity - Sectoral fund was launched on 28 Jun 99. It is a fund with High risk and has given a CAGR/Annualized return of 15% since its launch.  Ranked 40 in Sectoral category.  Return for 2024 was 42.9% , 2023 was 38.2% and 2022 was -12.3% .

Below is the key information for UTI Healthcare Fund

UTI Healthcare Fund
Growth
Launch Date 28 Jun 99
NAV (02 Jul 25) ₹285.023 ↑ 0.07   (0.02 %)
Net Assets (Cr) ₹1,062 on 31 May 25
Category Equity - Sectoral
AMC UTI Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.38
Sharpe Ratio 0.83
Information Ratio -0.11
Alpha Ratio 0.87
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.

DateValue
30 Jun 20₹10,000
30 Jun 21₹15,774
30 Jun 22₹13,373
30 Jun 23₹15,783
30 Jun 24₹22,500
30 Jun 25₹27,347

UTI Healthcare Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for UTI Healthcare Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jul 25

DurationReturns
1 Month 3%
3 Month 7.3%
6 Month -3.5%
1 Year 20.5%
3 Year 26.5%
5 Year 22.2%
10 Year
15 Year
Since launch 15%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Kamal Gada2 May 223.08 Yr.

Data below for UTI Healthcare Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Health Care96.34%
Basic Materials0.99%
Asset Allocation
Asset ClassValue
Cash2.67%
Equity97.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 06 | SUNPHARMA
10%₹111 Cr661,016
↓ -11,873
Cipla Ltd (Healthcare)
Equity, Since 31 Jan 03 | CIPLA
6%₹59 Cr400,000
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 28 Feb 18 | DRREDDY
5%₹50 Cr396,000
Procter & Gamble Health Ltd (Healthcare)
Equity, Since 31 Dec 20 | PGHL
4%₹46 Cr80,283
↑ 520
Ajanta Pharma Ltd (Healthcare)
Equity, Since 31 Jul 17 | AJANTPHARM
4%₹43 Cr172,829
Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Mar 24 | GLENMARK
4%₹40 Cr275,250
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Apr 21 | APOLLOHOSP
4%₹39 Cr56,271
Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 17 | DIVISLAB
3%₹37 Cr56,000
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 20 | FORTIS
3%₹33 Cr465,000
Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 31 Mar 19 | ERIS
3%₹32 Cr204,451
↓ -8,479

4. UTI Transportation & Logistics Fund

Investment Objective is “capital appreciation” through investments in stocks of the companies engaged in the transportation and logistics sector.

UTI Transportation & Logistics Fund is a Equity - Sectoral fund was launched on 11 Apr 04. It is a fund with High risk and has given a CAGR/Annualized return of 16.7% since its launch.  Ranked 19 in Sectoral category.  Return for 2024 was 18.7% , 2023 was 40.1% and 2022 was 14.7% .

Below is the key information for UTI Transportation & Logistics Fund

UTI Transportation & Logistics Fund
Growth
Launch Date 11 Apr 04
NAV (02 Jul 25) ₹264.381 ↑ 0.33   (0.13 %)
Net Assets (Cr) ₹3,447 on 31 May 25
Category Equity - Sectoral
AMC UTI Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2
Sharpe Ratio -0.25
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.

DateValue
30 Jun 20₹10,000
30 Jun 21₹16,053
30 Jun 22₹17,852
30 Jun 23₹22,626
30 Jun 24₹35,234
30 Jun 25₹34,355

UTI Transportation & Logistics Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹598,181.
Net Profit of ₹298,181
Invest Now

Returns for UTI Transportation & Logistics Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jul 25

DurationReturns
1 Month 4.1%
3 Month 14.1%
6 Month 2.8%
1 Year -2.5%
3 Year 24.4%
5 Year 27.5%
10 Year
15 Year
Since launch 16.7%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Sachin Trivedi22 Sep 168.7 Yr.

Data below for UTI Transportation & Logistics Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Consumer Cyclical79.23%
Industrials17.44%
Asset Allocation
Asset ClassValue
Cash3.18%
Equity96.67%
Debt0.15%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 04 | M&M
14%₹493 Cr1,655,675
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 04 | MARUTI
10%₹334 Cr271,513
Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 30 Nov 08 | EICHERMOT
9%₹312 Cr584,527
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 May 18 | INDIGO
6%₹207 Cr387,991
↓ -11,366
Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 30 Apr 18 | BAJAJ-AUTO
6%₹206 Cr239,786
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 13 | ADANIPORTS
6%₹193 Cr1,343,630
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 543320
5%₹176 Cr7,374,415
↑ 400,000
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | HEROMOTOCO
5%₹156 Cr362,739
↓ -48,263
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 30 Apr 04 | TATAMOTORS
4%₹148 Cr2,050,391
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 19 | TVSMOTOR
3%₹109 Cr390,372

5. UTI Dividend Yield Fund

(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.

UTI Dividend Yield Fund is a Equity - Dividend Yield fund was launched on 3 May 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.4% since its launch.  Ranked 75 in Dividend Yield category.  Return for 2024 was 24.7% , 2023 was 35.4% and 2022 was -5.3% .

Below is the key information for UTI Dividend Yield Fund

UTI Dividend Yield Fund
Growth
Launch Date 3 May 05
NAV (02 Jul 25) ₹178.057 ↓ -0.25   (-0.14 %)
Net Assets (Cr) ₹4,010 on 31 May 25
Category Equity - Dividend Yield
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.04
Sharpe Ratio 0.29
Information Ratio 0.41
Alpha Ratio 1.81
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.

DateValue
30 Jun 20₹10,000
30 Jun 21₹15,923
30 Jun 22₹15,508
30 Jun 23₹18,785
30 Jun 24₹28,008
30 Jun 25₹29,670

UTI Dividend Yield Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for UTI Dividend Yield Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jul 25

DurationReturns
1 Month 3.2%
3 Month 8.7%
6 Month 1%
1 Year 4.9%
3 Year 23.9%
5 Year 23.9%
10 Year
15 Year
Since launch 15.4%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Amit Premchandani16 Nov 222.54 Yr.

Data below for UTI Dividend Yield Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Financial Services28.07%
Technology13.96%
Consumer Cyclical11.98%
Health Care9%
Utility7.61%
Industrials7.21%
Consumer Defensive7.17%
Energy6.35%
Basic Materials3.95%
Communication Services1.62%
Asset Allocation
Asset ClassValue
Cash2.5%
Equity96.98%
Debt0.52%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 12 | HDFCBANK
9%₹360 Cr1,850,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 07 | ICICIBANK
5%₹219 Cr1,511,670
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 17 | TECHM
4%₹142 Cr900,000
↓ -10,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
3%₹134 Cr860,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | KOTAKBANK
3%₹123 Cr593,506
↓ -6,494
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 23 | M&M
3%₹116 Cr390,000
State Bank of India (Financial Services)
Equity, Since 31 Mar 23 | SBIN
3%₹114 Cr1,400,000
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Sep 08 | BEL
2%₹100 Cr2,600,000
↓ -200,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 08 | TCS
2%₹95 Cr275,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Apr 24 | POWERGRID
2%₹93 Cr3,200,000

6. UTI Banking and Financial Services Fund

(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.

UTI Banking and Financial Services Fund is a Equity - Sectoral fund was launched on 7 Apr 04. It is a fund with High risk and has given a CAGR/Annualized return of 15% since its launch.  Ranked 20 in Sectoral category.  Return for 2024 was 11.1% , 2023 was 19.5% and 2022 was 15.1% .

Below is the key information for UTI Banking and Financial Services Fund

UTI Banking and Financial Services Fund
Growth
Launch Date 7 Apr 04
NAV (02 Jul 25) ₹193.688 ↓ -1.43   (-0.73 %)
Net Assets (Cr) ₹1,295 on 31 May 25
Category Equity - Sectoral
AMC UTI Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.28
Sharpe Ratio 0.84
Information Ratio 0.35
Alpha Ratio -4.03
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.

DateValue
30 Jun 20₹10,000
30 Jun 21₹16,173
30 Jun 22₹14,961
30 Jun 23₹20,138
30 Jun 24₹25,037
30 Jun 25₹28,754

UTI Banking and Financial Services Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for UTI Banking and Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jul 25

DurationReturns
1 Month 3%
3 Month 11.2%
6 Month 11.6%
1 Year 13.3%
3 Year 23.6%
5 Year 22.5%
10 Year
15 Year
Since launch 15%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Amit Premchandani16 Jun 250 Yr.
Preethi S2 May 223.08 Yr.

Data below for UTI Banking and Financial Services Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Financial Services97.47%
Technology0.49%
Asset Allocation
Asset ClassValue
Cash2.04%
Equity97.96%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 04 | ICICIBANK
21%₹268 Cr1,852,344
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK
15%₹196 Cr1,005,927
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | AXISBANK
6%₹80 Cr670,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 19 | BAJFINANCE
6%₹77 Cr84,257
Shriram Finance Ltd (Financial Services)
Equity, Since 31 Jan 24 | SHRIRAMFIN
5%₹63 Cr983,680
State Bank of India (Financial Services)
Equity, Since 28 Feb 18 | SBIN
5%₹61 Cr750,000
India Shelter Finance Corporation Ltd (Financial Services)
Equity, Since 31 Dec 23 | INDIASHLTR
4%₹58 Cr660,014
↓ -11,959
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Sep 22 | MFSL
4%₹47 Cr314,018
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | KOTAKBANK
4%₹46 Cr222,971
↓ -975
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | KARURVYSYA
4%₹46 Cr2,070,787
↑ 155,000

7. UTI Value Opportunities Fund

(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.

UTI Value Opportunities Fund is a Equity - Value fund was launched on 20 Jul 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.2% since its launch.  Ranked 82 in Value category.  Return for 2024 was 23.4% , 2023 was 26.7% and 2022 was 4.3% .

Below is the key information for UTI Value Opportunities Fund

UTI Value Opportunities Fund
Growth
Launch Date 20 Jul 05
NAV (02 Jul 25) ₹170.052 ↓ -0.36   (-0.21 %)
Net Assets (Cr) ₹9,752 on 31 May 25
Category Equity - Value
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.85
Sharpe Ratio 0.4
Information Ratio 0.51
Alpha Ratio 3.29
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.

DateValue
30 Jun 20₹10,000
30 Jun 21₹16,050
30 Jun 22₹15,745
30 Jun 23₹19,449
30 Jun 24₹27,971
30 Jun 25₹30,008

UTI Value Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833
Invest Now

Returns for UTI Value Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jul 25

DurationReturns
1 Month 3.7%
3 Month 9.5%
6 Month 2.6%
1 Year 6.2%
3 Year 23.6%
5 Year 24.2%
10 Year
15 Year
Since launch 15.2%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Amit Premchandani1 Feb 187.33 Yr.

Data below for UTI Value Opportunities Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Financial Services33.8%
Consumer Cyclical13.49%
Technology10.71%
Basic Materials8.06%
Health Care7.21%
Industrials6.51%
Communication Services6.33%
Energy5.74%
Utility2.68%
Consumer Defensive2.22%
Real Estate1.34%
Asset Allocation
Asset ClassValue
Cash0.89%
Equity98.84%
Debt0.27%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | HDFCBANK
10%₹953 Cr4,900,000
↓ -50,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | ICICIBANK
6%₹622 Cr4,300,000
↓ -100,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
5%₹453 Cr2,900,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
4%₹408 Cr2,197,804
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | AXISBANK
4%₹370 Cr3,100,000
↓ -150,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 23 | KOTAKBANK
4%₹356 Cr1,717,531
↓ -32,469
State Bank of India (Financial Services)
Equity, Since 31 Jul 18 | SBIN
3%₹305 Cr3,750,000
Reliance Industries Ltd (Energy)
Equity, Since 31 May 24 | RELIANCE
3%₹298 Cr2,100,000
↓ -150,000
Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 20 | TECHM
3%₹268 Cr1,700,000
↓ -25,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | M&M
3%₹253 Cr850,000
↓ -25,000

8. UTI Mid Cap Fund

Investment objective is "capital appreciation" by investing primarily in mid cap stocks.

UTI Mid Cap Fund is a Equity - Mid Cap fund was launched on 7 Apr 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18% since its launch.  Ranked 36 in Mid Cap category.  Return for 2024 was 23.3% , 2023 was 30.5% and 2022 was -0.8% .

Below is the key information for UTI Mid Cap Fund

UTI Mid Cap Fund
Growth
Launch Date 7 Apr 04
NAV (02 Jul 25) ₹307.631 ↓ -0.75   (-0.24 %)
Net Assets (Cr) ₹11,643 on 31 May 25
Category Equity - Mid Cap
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.78
Sharpe Ratio 0.19
Information Ratio -1.64
Alpha Ratio -1.02
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.

DateValue
30 Jun 20₹10,000
30 Jun 21₹17,801
30 Jun 22₹17,832
30 Jun 23₹22,652
30 Jun 24₹31,980
30 Jun 25₹33,390

UTI Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹584,107.
Net Profit of ₹284,107
Invest Now

Returns for UTI Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jul 25

DurationReturns
1 Month 4.1%
3 Month 14.7%
6 Month -0.3%
1 Year 3.1%
3 Year 22.9%
5 Year 26.9%
10 Year
15 Year
Since launch 18%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Vishal Chopda16 Jun 250 Yr.
Ankit Agarwal30 Aug 195.76 Yr.

Data below for UTI Mid Cap Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Consumer Cyclical19.37%
Financial Services18.06%
Industrials16.42%
Basic Materials13.38%
Health Care11.08%
Technology9.63%
Real Estate3.12%
Communication Services2.67%
Utility1.69%
Energy0.98%
Consumer Defensive0.86%
Asset Allocation
Asset ClassValue
Cash2.76%
Equity97.24%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Apr 24 | SOLARINDS
2%₹287 Cr178,513
↓ -21,704
Coforge Ltd (Technology)
Equity, Since 30 Apr 21 | COFORGE
2%₹272 Cr318,675
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jul 20 | PHOENIXLTD
2%₹253 Cr1,646,611
↑ 50,000
Polycab India Ltd (Industrials)
Equity, Since 31 Dec 20 | POLYCAB
2%₹242 Cr403,783
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
2%₹232 Cr410,630
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Jul 18 | MFSL
2%₹227 Cr1,512,968
Indian Bank (Financial Services)
Equity, Since 31 Jul 23 | INDIANB
2%₹225 Cr3,656,918
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | SCHAEFFLER
2%₹221 Cr527,300
Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 21 | ALKEM
2%₹215 Cr420,958
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 17 | TIINDIA
2%₹214 Cr699,651

9. UTI Long Term Equity Fund

(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.

UTI Long Term Equity Fund is a Equity - ELSS fund was launched on 15 Dec 99. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.7% since its launch.  Ranked 29 in ELSS category.  Return for 2024 was 13.9% , 2023 was 24.3% and 2022 was -3.5% .

Below is the key information for UTI Long Term Equity Fund

UTI Long Term Equity Fund
Growth
Launch Date 15 Dec 99
NAV (02 Jul 25) ₹209.616 ↓ -0.66   (-0.31 %)
Net Assets (Cr) ₹3,777 on 31 May 25
Category Equity - ELSS
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.9
Sharpe Ratio 0.21
Information Ratio -0.8
Alpha Ratio 0.18
Min Investment 500
Min SIP Investment 500
Exit Load NIL
Sub Cat. ELSS

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹15,982
30 Jun 22₹15,524
30 Jun 23₹18,791
30 Jun 24₹24,993
30 Jun 25₹25,946

UTI Long Term Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644
Invest Now

Returns for UTI Long Term Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jul 25

DurationReturns
1 Month 3.2%
3 Month 10%
6 Month 2.1%
1 Year 3.1%
3 Year 18.2%
5 Year 20.6%
10 Year
15 Year
Since launch 14.7%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2015 2.6%
Fund Manager information for UTI Long Term Equity Fund
NameSinceTenure
Amit Premchandani16 Jun 250 Yr.

Data below for UTI Long Term Equity Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Financial Services31.4%
Consumer Cyclical13.45%
Technology9.54%
Industrials8.9%
Consumer Defensive7.04%
Health Care5.54%
Basic Materials5.16%
Communication Services5.13%
Energy4.76%
Utility3.57%
Real Estate2.36%
Asset Allocation
Asset ClassValue
Cash3.16%
Equity96.84%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 11 | HDFCBANK
9%₹353 Cr1,817,216
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | ICICIBANK
8%₹320 Cr2,215,595
↑ 11,584
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY
5%₹189 Cr1,210,185
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 13 | BHARTIARTL
5%₹175 Cr940,268
↑ 4,555
Reliance Industries Ltd (Energy)
Equity, Since 31 May 24 | RELIANCE
4%₹147 Cr1,032,483
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | AXISBANK
4%₹140 Cr1,172,385
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 19 | BAJFINANCE
4%₹135 Cr146,927
↑ 4,893
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Sep 19 | CHOLAFIN
3%₹100 Cr625,693
↑ 28,475
Tata Steel Ltd (Basic Materials)
Equity, Since 29 Feb 24 | TATASTEEL
2%₹89 Cr5,535,778
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI
2%₹89 Cr72,268

10. UTI India Lifestyle Fund

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.

UTI India Lifestyle Fund is a Equity - Sectoral fund was launched on 30 Jul 07. It is a fund with High risk and has given a CAGR/Annualized return of 10.3% since its launch.  Ranked 64 in Sectoral category.  Return for 2024 was 20.2% , 2023 was 23% and 2022 was -2.3% .

Below is the key information for UTI India Lifestyle Fund

UTI India Lifestyle Fund
Growth
Launch Date 30 Jul 07
NAV (02 Jul 25) ₹57.6154 ↓ -0.02   (-0.04 %)
Net Assets (Cr) ₹686 on 31 May 25
Category Equity - Sectoral
AMC UTI Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.51
Sharpe Ratio 0.09
Information Ratio -1.17
Alpha Ratio -2.98
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.

DateValue
30 Jun 20₹10,000
30 Jun 21₹13,908
30 Jun 22₹13,989
30 Jun 23₹16,947
30 Jun 24₹22,617
30 Jun 25₹23,135

UTI India Lifestyle Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656
Invest Now

Returns for UTI India Lifestyle Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jul 25

DurationReturns
1 Month 2.9%
3 Month 8.2%
6 Month -1.7%
1 Year 1.7%
3 Year 17.6%
5 Year 18.1%
10 Year
15 Year
Since launch 10.3%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Vishal Chopda28 Feb 187.34 Yr.
Vicky Punjabi16 Jun 250.04 Yr.

Data below for UTI India Lifestyle Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Consumer Cyclical41.6%
Consumer Defensive27.95%
Communication Services11.06%
Industrials7.22%
Financial Services5.08%
Health Care3.05%
Real Estate2.11%
Asset Allocation
Asset ClassValue
Cash1.93%
Equity98.07%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 11 | BHARTIARTL
8%₹55 Cr297,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 11 | MARUTI
6%₹40 Cr32,500
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | M&M
5%₹34 Cr113,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | DMART
4%₹29 Cr73,500
↓ -2,500
Godrej Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 May 21 | GODREJCP
4%₹29 Cr235,000
ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 07 | ITC
4%₹29 Cr688,767
↑ 31,767
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | TRENT
4%₹27 Cr48,500
↓ -1,500
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 20 | HINDUNILVR
4%₹26 Cr110,000
Titan Co Ltd (Consumer Cyclical)
Equity, Since 28 Feb 19 | TITAN
4%₹24 Cr68,525
↑ 23,525
Nestle India Ltd (Consumer Defensive)
Equity, Since 30 Nov 17 | NESTLEIND
3%₹24 Cr100,000

SIP നിക്ഷേപം എങ്ങനെ വളരുന്നു?

നിങ്ങൾ ഒരു നിശ്ചിത സമയത്തേക്ക് ഒരു നിശ്ചിത തുക പ്രതിമാസം നിക്ഷേപിച്ചാൽ നിങ്ങളുടെ SIP നിക്ഷേപം എങ്ങനെ വളരുമെന്ന് അറിയണോ? ഒരു ഉദാഹരണത്തിലൂടെ ഞങ്ങൾ നിങ്ങളെ വിശദീകരിക്കും.

SIP കാൽക്കുലേറ്റർ അല്ലെങ്കിൽ SIP റിട്ടേൺ കാൽക്കുലേറ്റർ

എസ്‌ഐ‌പി കാൽക്കുലേറ്ററുകൾ സാധാരണയായി ഒരാൾ നിക്ഷേപിക്കാൻ ആഗ്രഹിക്കുന്ന എസ്‌ഐ‌പി നിക്ഷേപ തുക (ലക്ഷ്യം), ആവശ്യമുള്ള നിക്ഷേപത്തിന്റെ എണ്ണം, പ്രതീക്ഷിച്ചത് തുടങ്ങിയ ഇൻപുട്ടുകൾ എടുക്കുന്നു.പണപ്പെരുപ്പം നിരക്കുകളും (ഒരാൾ ഇത് കണക്കിലെടുക്കേണ്ടതുണ്ട്!) പ്രതീക്ഷിക്കുന്ന വരുമാനവും. അതിനാൽ, ഒരു ലക്ഷ്യം നേടുന്നതിന് ആവശ്യമായ SIP റിട്ടേണുകൾ ഒരാൾക്ക് കണക്കാക്കാം!

നിങ്ങൾ 10 രൂപ നിക്ഷേപിക്കുകയാണെങ്കിൽ എന്ന് കരുതുക.000 10 വർഷത്തേക്ക്, നിങ്ങളുടെ SIP നിക്ഷേപം എങ്ങനെ വളരുന്നുവെന്ന് കാണുക-

പ്രതിമാസ നിക്ഷേപം: 10,000 രൂപ

നിക്ഷേപ കാലയളവ്: 10 വർഷം

നിക്ഷേപിച്ച ആകെ തുക: 12,00,000 രൂപ

ദീർഘകാല വളർച്ചാ നിരക്ക് (ഏകദേശം): 15%

അനുസരിച്ച് പ്രതീക്ഷിക്കുന്ന വരുമാനംസിപ്പ് കാൽക്കുലേറ്റർ: 27,86,573 രൂപ

മൊത്ത ലാഭം: INR 15,86,573 (സമ്പൂർണ്ണ റിട്ടേൺ= 132.2%)

നിങ്ങൾ 10 വർഷത്തേക്ക് പ്രതിമാസം 10,000 രൂപ നിക്ഷേപിക്കുകയാണെങ്കിൽ (മൊത്തം INR12,00,000) നിങ്ങൾ സമ്പാദിക്കും27,86,573 രൂപ, അതായത് നിങ്ങൾ ഉണ്ടാക്കുന്ന അറ്റാദായം15,86,573 രൂപ. അത് ഗംഭീരമല്ലേ!

യുടിഐ ഫണ്ടുകളിൽ ഓൺലൈനിൽ എങ്ങനെ നിക്ഷേപിക്കാം?

  1. Fincash.com-ൽ ആജീവനാന്ത സൗജന്യ നിക്ഷേപ അക്കൗണ്ട് തുറക്കുക.

  2. നിങ്ങളുടെ രജിസ്ട്രേഷനും KYC പ്രക്രിയയും പൂർത്തിയാക്കുക

  3. രേഖകൾ അപ്‌ലോഡ് ചെയ്യുക (പാൻ, ആധാർ മുതലായവ).കൂടാതെ, നിങ്ങൾ നിക്ഷേപിക്കാൻ തയ്യാറാണ്!

    തുടങ്ങി

Disclaimer:
ഇവിടെ നൽകിയിരിക്കുന്ന വിവരങ്ങൾ കൃത്യമാണെന്ന് ഉറപ്പാക്കാൻ എല്ലാ ശ്രമങ്ങളും നടത്തിയിട്ടുണ്ട്. എന്നിരുന്നാലും, ഡാറ്റയുടെ കൃത്യത സംബന്ധിച്ച് യാതൊരു ഉറപ്പും നൽകുന്നില്ല. എന്തെങ്കിലും നിക്ഷേപം നടത്തുന്നതിന് മുമ്പ് സ്കീം വിവര രേഖ ഉപയോഗിച്ച് പരിശോധിക്കുക.
How helpful was this page ?
Rated 3.8, based on 17 reviews.
POST A COMMENT