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10 ఉత్తమ UTI SIP మ్యూచువల్ ఫండ్‌లు 2022 | ఉత్తమ SIP నిధులు

ఫిన్‌క్యాష్ »UTI మ్యూచువల్ ఫండ్ »ఉత్తమ UTI SIP నిధులు

10 ఉత్తమ UTI SIP మ్యూచువల్ ఫండ్‌లు 2022

Updated on July 27, 2025 , 25129 views

UTI SIPలు అత్యంత ప్రభావవంతమైన మార్గంమ్యూచువల్ ఫండ్‌లో పెట్టుబడి పెట్టండి పథకాలు.SIP లేదా సిస్టమాటిక్పెట్టుబడి ప్రణాళిక వంటి పని చేస్తుందిరికరింగ్ డిపాజిట్, నిర్దిష్ట మొత్తంలో నిర్ణీత వ్యవధిలో (వారం/నెలవారీ/త్రైమాసికం) పెట్టుబడి పెట్టబడుతుంది. కేవలం INR 500 వద్ద SIPని ప్రారంభించవచ్చు, ఇది పెట్టుబడికి అత్యంత సరసమైన మార్గంగా మారుతుంది. మీరు రెగ్యులర్‌గా మారారు కాబట్టిపెట్టుబడిదారుడు SIP ద్వారా, మీరు దీర్ఘకాలిక పొదుపులను సులభంగా అలవాటు చేసుకోవచ్చు. అలాగే,SIP పెట్టుబడి ముఖ్యంగా దీర్ఘకాలంలో ప్రయోజనంఈక్విటీ ఫండ్స్. ఇది ఈక్విటీ ప్రమాదాన్ని సమతుల్యం చేస్తుందిసంత బాగా, అందుచేత మీకు స్థిరత్వాన్ని ఇస్తుందిఆదాయం కల్లోల మార్కెట్ పరిస్థితులలో కూడా.UTI

ఉత్తమ UTI SIP ఫండ్స్‌లో ఎందుకు పెట్టుబడి పెట్టాలి?

మీరు పొందగలిగే SIP యొక్క కొన్ని ప్రధాన ప్రయోజనాలుపెట్టుబడి పెడుతున్నారు UTI పథకాలలో ఇవి ఉన్నాయి:

SIPలో పెట్టుబడి పెట్టడానికి ఆసక్తి ఉన్న పెట్టుబడిదారులు, ఇక్కడ టాప్ 10 ఉత్తమ UTI SIP ఉన్నాయిమ్యూచువల్ ఫండ్స్ పెట్టుబడి పెట్టడానికి. AUM వంటి నిర్దిష్ట పారామితులను చేపట్టడం ద్వారా ఈ నిధులు షార్ట్‌లిస్ట్ చేయబడ్డాయి,కాదు, గత ప్రదర్శనలు, పీర్ సగటు రాబడి మొదలైనవి.

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పెట్టుబడి పెట్టడానికి ఉత్తమ UTI SIP ఈక్విటీ మ్యూచువల్ ఫండ్‌లు

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
UTI Healthcare Fund Growth ₹299.079
↑ 2.50
₹1,099 500 10.712.315.826.621.842.9
UTI Core Equity Fund Growth ₹178.566
↑ 1.30
₹4,866 500 5.27.90.522.526.327.2
UTI Infrastructure Fund Growth ₹140.853
↑ 1.01
₹2,272 500 3.98.3-6.322.226.318.5
UTI Transportation & Logistics Fund Growth ₹264.693
↑ 2.06
₹3,589 500 10.410.9-5.821.526.518.7
UTI Dividend Yield Fund Growth ₹175.382
↑ 0.89
₹4,127 500 45.5-2.420.121.824.7
UTI Value Opportunities Fund Growth ₹167.861
↑ 0.94
₹10,117 500 4.77.31.119.522.823.4
UTI Mid Cap Fund Growth ₹300.404
↑ 2.00
₹12,224 500 8.27.6-3.71824.923.3
UTI Banking and Financial Services Fund Growth ₹188.089
↑ 0.19
₹1,356 500 2.214.510.517.621.611.1
UTI Long Term Equity Fund Growth ₹204.103
↑ 1.13
₹3,882 500 3.56.5-2.413.91913.9
UTI India Lifestyle Fund Growth ₹56.4559
↑ 0.32
₹711 500 2.54.9-4.113.517.220.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Jul 25
* ఆధారంగా నిధుల జాబితాఆస్తులు >= 100 కోట్లు & క్రమబద్ధీకరించబడింది3 సంవత్సరంCAGR తిరిగి వస్తుంది.

1. 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 15.1% 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 (29 Jul 25) ₹299.079 ↑ 2.50   (0.84 %)
Net Assets (Cr) ₹1,099 on 30 Jun 25
Category Equity - Sectoral
AMC UTI Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.38
Sharpe Ratio 0.75
Information Ratio -0.29
Alpha Ratio 1.14
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 ₹518,033.
Net Profit of ₹218,033
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 29 Jul 25

DurationReturns
1 Month 5.6%
3 Month 10.7%
6 Month 12.3%
1 Year 15.8%
3 Year 26.6%
5 Year 21.8%
10 Year
15 Year
Since launch 15.1%
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 223.17 Yr.

Data below for UTI Healthcare Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Health Care97.97%
Basic Materials0.93%
Asset Allocation
Asset ClassValue
Cash1.1%
Equity98.9%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 06 | SUNPHARMA
10%₹111 Cr661,016
Cipla Ltd (Healthcare)
Equity, Since 31 Jan 03 | 500087
5%₹60 Cr400,000
Ajanta Pharma Ltd (Healthcare)
Equity, Since 31 Jul 17 | 532331
5%₹54 Cr210,000
↑ 37,171
Procter & Gamble Health Ltd (Healthcare)
Equity, Since 31 Dec 20 | PGHL
4%₹47 Cr80,283
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 28 Feb 18 | DRREDDY
4%₹46 Cr360,000
↓ -36,000
Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Mar 24 | 532296
4%₹44 Cr250,000
↓ -25,250
Lupin Ltd (Healthcare)
Equity, Since 28 Feb 25 | 500257
4%₹39 Cr200,000
↑ 60,000
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Apr 21 | APOLLOHOSP
3%₹38 Cr53,000
↓ -3,271
Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 17 | DIVISLAB
3%₹38 Cr56,000
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 20 | 532843
3%₹37 Cr465,000

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 13.9% 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 (29 Jul 25) ₹178.566 ↑ 1.30   (0.74 %)
Net Assets (Cr) ₹4,866 on 30 Jun 25
Category Equity - Large & Mid Cap
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio 0.19
Information Ratio 0.64
Alpha Ratio 2.41
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 ₹584,107.
Net Profit of ₹284,107
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 29 Jul 25

DurationReturns
1 Month -2%
3 Month 5.2%
6 Month 7.9%
1 Year 0.5%
3 Year 22.5%
5 Year 26.3%
10 Year
15 Year
Since launch 13.9%
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 178.13 Yr.

Data below for UTI Core Equity Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Financial Services30.08%
Basic Materials9.41%
Consumer Cyclical9.39%
Technology9.23%
Health Care7.53%
Industrials7.34%
Communication Services6.59%
Energy6.45%
Consumer Defensive5.35%
Real Estate2.49%
Utility2.09%
Asset Allocation
Asset ClassValue
Cash4.05%
Equity95.95%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 20 | HDFCBANK
7%₹323 Cr1,612,563
↓ -15,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 06 | 532174
4%₹209 Cr1,447,555
Infosys Ltd (Technology)
Equity, Since 28 Feb 06 | INFY
3%₹145 Cr906,967
↑ 128,382
Aditya Birla Capital Ltd (Financial Services)
Equity, Since 31 Aug 22 | 540691
3%₹124 Cr4,486,061
↓ -856,000
Reliance Industries Ltd (Energy)
Equity, Since 29 Feb 20 | RELIANCE
3%₹124 Cr825,401
↑ 69,108
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | FEDERALBNK
2%₹121 Cr5,693,225
ITC Ltd (Consumer Defensive)
Equity, Since 31 Dec 08 | ITC
2%₹120 Cr2,888,744
Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 29 Feb 24 | 534816
2%₹117 Cr2,789,426
↓ -40,000
InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Nov 22 | INDIGO
2%₹114 Cr190,114
↑ 4,776
Vedanta Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 500295
2%₹113 Cr2,450,294
↑ 72,172

3. 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 13.7% 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 (29 Jul 25) ₹140.853 ↑ 1.01   (0.72 %)
Net Assets (Cr) ₹2,272 on 30 Jun 25
Category Equity - Sectoral
AMC UTI Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.25
Sharpe Ratio -0.35
Information Ratio 0
Alpha Ratio -5.11
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 29 Jul 25

DurationReturns
1 Month -3.1%
3 Month 3.9%
6 Month 8.3%
1 Year -6.3%
3 Year 22.2%
5 Year 26.3%
10 Year
15 Year
Since launch 13.7%
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 213.83 Yr.
Deepesh Agarwal16 Jun 250.04 Yr.

Data below for UTI Infrastructure Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Industrials37.51%
Communication Services14.86%
Energy12.68%
Utility10.59%
Basic Materials6.94%
Financial Services5.55%
Real Estate3.29%
Consumer Cyclical3.18%
Asset Allocation
Asset ClassValue
Cash5.38%
Equity94.62%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 17 | BHARTIARTL
14%₹317 Cr1,575,062
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 05 | LT
9%₹205 Cr558,963
NTPC Ltd (Utilities)
Equity, Since 31 Dec 18 | 532555
6%₹143 Cr4,260,012
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 22 | RELIANCE
6%₹131 Cr874,658
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 12 | 532538
5%₹106 Cr87,930
InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Nov 22 | INDIGO
4%₹102 Cr170,972
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Sep 23 | 500312
3%₹70 Cr2,886,087
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 11 | 532215
3%₹70 Cr581,655
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 13 | ADANIPORTS
3%₹66 Cr457,905
↓ -80,000
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Dec 15 | BEL
2%₹55 Cr1,301,116

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 16.6% 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 (29 Jul 25) ₹264.693 ↑ 2.06   (0.78 %)
Net Assets (Cr) ₹3,589 on 30 Jun 25
Category Equity - Sectoral
AMC UTI Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2
Sharpe Ratio -0.38
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 ₹584,107.
Net Profit of ₹284,107
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 29 Jul 25

DurationReturns
1 Month 0.4%
3 Month 10.4%
6 Month 10.9%
1 Year -5.8%
3 Year 21.5%
5 Year 26.5%
10 Year
15 Year
Since launch 16.6%
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 168.78 Yr.

Data below for UTI Transportation & Logistics Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Consumer Cyclical78.75%
Industrials17.18%
Asset Allocation
Asset ClassValue
Cash3.93%
Equity95.93%
Debt0.14%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 04 | M&M
14%₹495 Cr1,555,675
↓ -100,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 04 | MARUTI
9%₹337 Cr271,513
Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 30 Nov 08 | EICHERMOT
9%₹331 Cr584,527
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 May 18 | INDIGO
6%₹232 Cr387,991
Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 30 Apr 18 | 532977
6%₹201 Cr239,786
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 543320
5%₹195 Cr7,374,415
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 13 | ADANIPORTS
5%₹178 Cr1,226,157
↓ -117,473
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | HEROMOTOCO
4%₹139 Cr327,739
↓ -35,000
Hyundai Motor India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | HYUNDAI
4%₹130 Cr586,342
↑ 175,863
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 30 Apr 04 | TATAMOTORS
4%₹130 Cr1,888,865
↓ -161,526

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 15.2% 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 (29 Jul 25) ₹175.382 ↑ 0.89   (0.51 %)
Net Assets (Cr) ₹4,127 on 30 Jun 25
Category Equity - Dividend Yield
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.04
Sharpe Ratio 0.03
Information Ratio 0.42
Alpha Ratio 0.31
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 ₹518,033.
Net Profit of ₹218,033
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 29 Jul 25

DurationReturns
1 Month -1.6%
3 Month 4%
6 Month 5.5%
1 Year -2.4%
3 Year 20.1%
5 Year 21.8%
10 Year
15 Year
Since launch 15.2%
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 222.62 Yr.

Data below for UTI Dividend Yield Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Financial Services28.94%
Technology14.27%
Consumer Cyclical11.82%
Health Care8.9%
Utility7.71%
Industrials7.11%
Consumer Defensive6.9%
Energy6.26%
Basic Materials3.93%
Communication Services1.7%
Asset Allocation
Asset ClassValue
Cash1.24%
Equity98.26%
Debt0.5%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 12 | HDFCBANK
9%₹370 Cr1,850,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 07 | 532174
5%₹219 Cr1,511,670
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 17 | 532755
4%₹152 Cr900,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
3%₹138 Cr860,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | KOTAKBANK
3%₹130 Cr600,000
↑ 6,494
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 23 | M&M
3%₹119 Cr375,000
↓ -15,000
State Bank of India (Financial Services)
Equity, Since 31 Mar 23 | SBIN
3%₹115 Cr1,400,000
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Sep 08 | BEL
2%₹97 Cr2,300,000
↓ -300,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Apr 24 | 532898
2%₹96 Cr3,200,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 08 | TCS
2%₹95 Cr275,000

6. 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 15.1% 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 (29 Jul 25) ₹167.861 ↑ 0.94   (0.56 %)
Net Assets (Cr) ₹10,117 on 30 Jun 25
Category Equity - Value
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.85
Sharpe Ratio 0.11
Information Ratio 0.56
Alpha Ratio 1.34
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 ₹530,691.
Net Profit of ₹230,691
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 29 Jul 25

DurationReturns
1 Month -1.8%
3 Month 4.7%
6 Month 7.3%
1 Year 1.1%
3 Year 19.5%
5 Year 22.8%
10 Year
15 Year
Since launch 15.1%
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 187.41 Yr.

Data below for UTI Value Opportunities Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Financial Services33.69%
Consumer Cyclical13.98%
Technology10.82%
Basic Materials8.12%
Health Care7.61%
Industrials6.48%
Communication Services6.4%
Energy5.73%
Utility2.78%
Consumer Defensive2.13%
Real Estate1.33%
Asset Allocation
Asset ClassValue
Cash0.69%
Equity99.05%
Debt0.26%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | HDFCBANK
10%₹981 Cr4,900,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | 532174
6%₹622 Cr4,300,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
5%₹465 Cr2,900,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
4%₹442 Cr2,197,804
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
4%₹379 Cr3,160,747
↑ 60,747
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 23 | KOTAKBANK
4%₹379 Cr1,750,000
↑ 32,469
Reliance Industries Ltd (Energy)
Equity, Since 31 May 24 | RELIANCE
3%₹315 Cr2,100,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 18 | SBIN
3%₹308 Cr3,750,000
Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 20 | 532755
3%₹287 Cr1,700,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | M&M
3%₹271 Cr850,000

7. 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 17.8% 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 (29 Jul 25) ₹300.404 ↑ 2.00   (0.67 %)
Net Assets (Cr) ₹12,224 on 30 Jun 25
Category Equity - Mid Cap
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.78
Sharpe Ratio -0.01
Information Ratio -1.84
Alpha Ratio -1.44
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 ₹556,833.
Net Profit of ₹256,833
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 29 Jul 25

DurationReturns
1 Month -2.3%
3 Month 8.2%
6 Month 7.6%
1 Year -3.7%
3 Year 18%
5 Year 24.9%
10 Year
15 Year
Since launch 17.8%
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 250.04 Yr.
Ankit Agarwal30 Aug 195.84 Yr.

Data below for UTI Mid Cap Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Consumer Cyclical19.15%
Financial Services18.15%
Industrials16.48%
Basic Materials13.26%
Health Care10.96%
Technology9.75%
Real Estate3.16%
Communication Services2.69%
Utility1.92%
Energy1.04%
Consumer Defensive0.8%
Asset Allocation
Asset ClassValue
Cash2.44%
Equity97.56%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Coforge Ltd (Technology)
Equity, Since 30 Apr 21 | COFORGE
3%₹307 Cr1,593,375
Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Apr 24 | SOLARINDS
2%₹278 Cr157,907
↓ -20,606
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jul 20 | 503100
2%₹265 Cr1,700,000
↑ 53,389
Polycab India Ltd (Industrials)
Equity, Since 31 Dec 20 | POLYCAB
2%₹265 Cr403,783
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Jul 18 | 500271
2%₹249 Cr1,512,968
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
2%₹248 Cr410,630
Indian Bank (Financial Services)
Equity, Since 31 Jul 23 | 532814
2%₹235 Cr3,656,918
JK Cement Ltd (Basic Materials)
Equity, Since 31 Aug 20 | JKCEMENT
2%₹231 Cr375,943
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 17 | TIINDIA
2%₹229 Cr737,764
↑ 38,113
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 24 | MAXHEALTH
2%₹221 Cr1,729,063

8. 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 14.8% 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 (29 Jul 25) ₹188.089 ↑ 0.19   (0.10 %)
Net Assets (Cr) ₹1,356 on 30 Jun 25
Category Equity - Sectoral
AMC UTI Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.28
Sharpe Ratio 0.65
Information Ratio 0.48
Alpha Ratio -2.61
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 ₹518,033.
Net Profit of ₹218,033
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 29 Jul 25

DurationReturns
1 Month -3.9%
3 Month 2.2%
6 Month 14.5%
1 Year 10.5%
3 Year 17.6%
5 Year 21.6%
10 Year
15 Year
Since launch 14.8%
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 250.04 Yr.
Preethi S2 May 223.16 Yr.

Data below for UTI Banking and Financial Services Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Financial Services97.36%
Technology0.58%
Asset Allocation
Asset ClassValue
Cash1.83%
Equity98.17%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 04 | 532174
20%₹268 Cr1,852,344
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK
15%₹201 Cr1,005,927
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | 532215
7%₹92 Cr770,000
↑ 100,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 19 | 500034
6%₹79 Cr842,570
↑ 674,056
State Bank of India (Financial Services)
Equity, Since 28 Feb 18 | SBIN
5%₹62 Cr750,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | KOTAKBANK
4%₹61 Cr281,165
↑ 58,194
Shriram Finance Ltd (Financial Services)
Equity, Since 31 Jan 24 | SHRIRAMFIN
4%₹57 Cr800,000
↓ -183,680
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | 590003
4%₹55 Cr2,070,787
India Shelter Finance Corporation Ltd (Financial Services)
Equity, Since 31 Dec 23 | INDIASHLTR
4%₹55 Cr625,913
↓ -34,101
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Sep 22 | 500271
4%₹52 Cr314,018

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 14.5% 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 (29 Jul 25) ₹204.103 ↑ 1.13   (0.56 %)
Net Assets (Cr) ₹3,882 on 30 Jun 25
Category Equity - ELSS
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.9
Sharpe Ratio -0.11
Information Ratio -0.88
Alpha Ratio -1.87
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 ₹481,656.
Net Profit of ₹181,656
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 29 Jul 25

DurationReturns
1 Month -3.3%
3 Month 3.5%
6 Month 6.5%
1 Year -2.4%
3 Year 13.9%
5 Year 19%
10 Year
15 Year
Since launch 14.5%
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 250.04 Yr.

Data below for UTI Long Term Equity Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Financial Services32.08%
Consumer Cyclical13.9%
Technology9.9%
Industrials9.22%
Consumer Defensive6.75%
Health Care6.45%
Communication Services5.17%
Energy4.75%
Basic Materials3.2%
Utility3.09%
Real Estate2.38%
Asset Allocation
Asset ClassValue
Cash3.13%
Equity96.87%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 11 | HDFCBANK
10%₹375 Cr1,875,389
↑ 58,173
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | 532174
7%₹289 Cr2,000,000
↓ -215,595
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY
5%₹194 Cr1,210,185
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 13 | BHARTIARTL
5%₹181 Cr900,000
↓ -40,268
Reliance Industries Ltd (Energy)
Equity, Since 31 May 24 | RELIANCE
4%₹150 Cr1,000,000
↓ -32,483
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | 532215
4%₹141 Cr1,172,385
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 19 | 500034
3%₹121 Cr1,295,000
↑ 1,001,146
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI
2%₹90 Cr72,268
Tata Steel Ltd (Basic Materials)
Equity, Since 29 Feb 24 | TATASTEEL
2%₹88 Cr5,535,778
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Sep 19 | 540376
2%₹87 Cr200,000
↓ -22,165

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 10.1% 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 (29 Jul 25) ₹56.4559 ↑ 0.32   (0.58 %)
Net Assets (Cr) ₹711 on 30 Jun 25
Category Equity - Sectoral
AMC UTI Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.51
Sharpe Ratio -0.14
Information Ratio -1.07
Alpha Ratio -4.88
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 ₹470,047.
Net Profit of ₹170,047
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 29 Jul 25

DurationReturns
1 Month -2.5%
3 Month 2.5%
6 Month 4.9%
1 Year -4.1%
3 Year 13.5%
5 Year 17.2%
10 Year
15 Year
Since launch 10.1%
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 30 Jun 25

Equity Sector Allocation
SectorValue
Consumer Cyclical43.04%
Consumer Defensive25.66%
Communication Services11.43%
Industrials7.01%
Financial Services5.01%
Health Care3.03%
Real Estate2.07%
Basic Materials0.58%
Asset Allocation
Asset ClassValue
Cash2.05%
Equity97.95%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 11 | BHARTIARTL
8%₹60 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%₹36 Cr113,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
5%₹32 Cr73,500
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | 500251
4%₹30 Cr48,500
ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 07 | ITC
4%₹29 Cr688,767
Godrej Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 May 21 | 532424
4%₹28 Cr235,000
Titan Co Ltd (Consumer Cyclical)
Equity, Since 28 Feb 19 | TITAN
4%₹28 Cr75,000
↑ 6,475
Nestle India Ltd (Consumer Defensive)
Equity, Since 30 Nov 17 | NESTLEIND
3%₹25 Cr100,000
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | 543320
3%₹23 Cr861,000

SIP పెట్టుబడి ఎలా పెరుగుతుంది?

మీరు నిర్దిష్ట కాలవ్యవధికి నెలవారీ కొంత మొత్తాన్ని ఇన్వెస్ట్ చేస్తే మీ SIP పెట్టుబడి ఎలా పెరుగుతుందో తెలుసుకోవాలనుకుంటున్నారా? మేము మీకు ఒక ఉదాహరణతో వివరిస్తాము.

SIP కాలిక్యులేటర్ లేదా SIP రిటర్న్ కాలిక్యులేటర్

SIP కాలిక్యులేటర్లు సాధారణంగా SIP పెట్టుబడి మొత్తం (లక్ష్యం) పెట్టుబడి పెట్టాలని కోరుకునే ఇన్‌పుట్‌లను తీసుకుంటాయి, ఎన్ని సంవత్సరాల పెట్టుబడి అవసరం, ఊహించినవిద్రవ్యోల్బణం రేట్లు (దీనిని పరిగణనలోకి తీసుకోవాలి!) మరియు ఆశించిన రాబడి. అందువల్ల, ఒక లక్ష్యాన్ని సాధించడానికి అవసరమైన SIP రాబడిని లెక్కించవచ్చు!

మీరు INR 10 పెట్టుబడి పెడితే, అనుకుందాం.000 10 సంవత్సరాల పాటు, మీ SIP పెట్టుబడి ఎలా పెరుగుతుందో చూడండి-

నెలవారీ పెట్టుబడి: INR 10,000

పెట్టుబడి కాలం: 10 సంవత్సరాల

పెట్టుబడి పెట్టబడిన మొత్తం: INR 12,00,000

దీర్ఘకాలిక వృద్ధి రేటు (సుమారుగా): 15%

అంచనా ప్రకారం రాబడులుసిప్ కాలిక్యులేటర్: INR 27,86,573

నికర లాభం: INR 15,86,573 (సంపూర్ణ రాబడి= 132.2%)

మీరు 10 సంవత్సరాల పాటు నెలవారీ INR 10,000 పెట్టుబడి పెడితే (మొత్తం INR) అని పై లెక్కలు చూపిస్తున్నాయి12,00,000) మీరు సంపాదిస్తారుINR 27,86,573, అంటే మీరు చేసే నికర లాభంINR 15,86,573. ఇది గొప్పది కాదా!

ఆన్‌లైన్‌లో యుటిఐ ఫండ్స్‌లో ఎలా పెట్టుబడి పెట్టాలి?

  1. Fincash.comలో జీవితకాలం కోసం ఉచిత పెట్టుబడి ఖాతాను తెరవండి.

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