UTI Equity Savings Fund

Equity SavingsHybrid Rank 11 of 24

NAV · Direct-Growth

₹20.40-0.01-0.07%

As of 18 Aug 2026 · AMFI

NAV growth+5.3%

Aug ’25Aug ’26

Arthkar verdictSolid on the numbers

Returns

Mixed vs category

2 of 3 periods ahead

Consistency

Strong

positive in 8 of 8 years

Beats its Equity Savings category on 3Y & 5Y but trails on 1Y.

1Y return

+5.3%

-0.1 vs cat

3Y CAGR

+9.2%

+0.1 vs cat

5Y CAGR

+9.3%

+1.0 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

4.9%

3Y std dev

Go deeper on UTI Equity Savings Fund

Two data-only views, computed from this fund's real NAV history — no projections.

UTI Equity Savings Fund SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.UTI Equity Savings Fund real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

UTI Equity Savings Fund is a Equity Savings scheme from UTI. Long-run track record: about 9.3% CAGR over 5 years. Worst historical drawdown: -14% in Mar 2020, recovered in 5 months.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF789F1A777

NAV (Direct-Growth)

₹20.4023

Last 1Y

+5.30%

Aug 25Min ₹19.28 · Max ₹20.57 · 247 ptsAug 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2020

-13.8%

Peak ₹10.66 on 24 Jan 2020 → trough ₹9.20 on 23 Mar 2020 (2 months down).

Recovered in 5 months· 10 Aug 2020

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-0.36%	-0.15%	26/ 28
1M	+0.42%	+0.63%	20/ 28
3M	+2.32%	+2.92%	19/ 28
6M	-0.16%	+1.97%	27/ 28
YTD	+0.42%	+2.44%	26/ 28
1Y	+5.30%	+5.42%	12/ 27
2Y	+5.27%	+5.62%	14/ 24
3Y	+9.16%	+9.06%	11/ 24
5Y	+9.31%	+8.35%	7/ 24
7Y	+10.40%	+9.49%	8/ 24

Available plans & options

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