mutual funds uti equity savings fund directgrowth

performance

UTI Equity Savings Fund Direct-Growth

Hybrid: Equity Savings - Growth (Open ended)

UTI Equity Savings Fund Direct-GrowthNAV: 20.25 as on 16 Jul, 2026

Risk levelCategoryBenchmark

Factsheet

SEBI Riskometer: Moderately HighCategory: Hybrid: Equity SavingsBenchmark: CRISIL Equity Saving Index

NAV: ₹20.25+0.04%

16 Jul 2026

Rolling Returns Analysis

Rolling annualized returns of UTI Equity Savings Fund Direct-Growth across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.

Metric	1 Yr Rolling Returns	3 Yr Rolling Returns	5 Yr Rolling Returns	7 Yr Rolling Returns
Analysis period	13 Sep, 2019 - 16 Jul, 2026	21 Sep, 2021 - 16 Jul, 2026	29 Sep, 2023 - 16 Jul, 2026	10 Oct, 2025 - 16 Jul, 2026
Average returns	10.89%	11.88%	11.94%	10.43%
Standard deviation	7.30%	1.45%	1.29%	0.30%
Best returns	31.74% 1 year ending on 26 Mar, 2021	16.48% 3 years ending on 05 Apr, 2023	15.70% 5 years ending on 21 Apr, 2025	10.93% 7 years ending on 04 Dec, 2025
Worst returns	-9.48% 1 year ending on 23 Mar, 2020	8.29% 3 years ending on 17 Jun, 2022	9.55% 5 years ending on 08 Jul, 2026	9.90% 7 years ending on 08 Jun, 2026
Period with positive return	95.55%	100.00%	100.00%	100.00%
Period with return > 5%	82.74%	100.00%	100.00%	100.00%
Period with return > 10%	44.42%	93.34%	90.83%	92.51%
Period with return > 15%	28.94%	2.61%	1.31%	0.00%
Beat % Category	64.47%	84.92%	100.00%	99.47%
Beat % Benchmark	38.61%	5.90%	0.44%	0.00%

Trailing Returns

Point-to-point returns of UTI Equity Savings Fund Direct-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.

-5%

10%

-0.3%

1.8%

-7.2%

YTD

0.5%

1.1%

0.7%

1 M

-0.3%

2.1%

-5.7%

6 M

4.0%

4.5%

-3.4%

1 Y

9.2%

9.3%

8.2%

3 Y

9.4%

8.7%

9.9%

5 Y

9.0%

12.3%

10 Y

Fund

Hybrid: Equity Savings

CRISIL Equity Saving Index

Name	YTD	1 M	6 M	1 Y	3 Y	5 Y	10 Y	Since Inception
Fund	-0.34%	0.48%	-0.31%	3.98%	9.16%	9.43%	-	9.36%
Hybrid: Equity Savings	1.79%	1.07%	2.06%	4.53%	9.31%	8.67%	9.02%	-
CRISIL Equity Saving Index	-7.23%	0.66%	-5.72%	-3.42%	8.17%	9.90%	12.27%	-
Rank in category	23	21	24	13	14	7	-	-
Funds in category	24	24	24	22	21	21	12	-

Period Returns

Calendar-year, quarterly and monthly return history of UTI Equity Savings Fund Direct-Growth. Toggle between bar chart and table view to analyse periodic performance trends.

Returns

Percentile rank

Annual

Quarterly

Monthly

Historical Performance

Track NAV movement and cumulative returns of UTI Equity Savings Fund Direct-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.

Compare performance with respect to
Add benchmark

Frequently Asked Questions

What are the 1-year returns of UTI Equity Savings Fund Direct-Growth?

UTI Equity Savings Fund Direct-Growth has delivered a 1-year return of 3.98% as of 16 Jul 2026. During the same period, its benchmark CRISIL Equity Saving Index returned -3.42%. The fund has outperformed its benchmark over this period.

What are the 3-year returns of UTI Equity Savings Fund Direct-Growth?

UTI Equity Savings Fund Direct-Growth has delivered a 3-year CAGR of 9.16% as of 16 Jul 2026. Its benchmark CRISIL Equity Saving Index returned 8.17% CAGR over the same period. CAGR (Compounded Annual Growth Rate) is the right way to evaluate multi-year mutual fund performance as it smooths out year-to-year volatility.

What are the 5-year returns of UTI Equity Savings Fund Direct-Growth?

UTI Equity Savings Fund Direct-Growth has delivered a 5-year CAGR of 9.43% as of 16 Jul 2026. Its benchmark CRISIL Equity Saving Index returned 9.90% CAGR over the same period. A 5-year track record is considered a more reliable indicator of fund quality than shorter-term performance, as it captures at least one full market cycle.

What are the returns of UTI Equity Savings Fund Direct-Growth since inception?

Since its launch on 6 Sep 2018, UTI Equity Savings Fund Direct-Growth has delivered a CAGR of 9.36%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.

How has UTI Equity Savings Fund Direct-Growth performed vs its category over the long term?

Over the long term, UTI Equity Savings Fund Direct-Growth has ranked 14 out of 21 funds in the Hybrid: Equity Savings category on a 3-year basis, and 7 out of 21 funds on a 5-year basis. Category rank is one of several factors to consider alongside risk metrics and rolling return consistency when evaluating a fund.

What is the Sharpe ratio of UTI Equity Savings Fund Direct-Growth?

The Sharpe ratio of UTI Equity Savings Fund Direct-Growth is 0.67 (as of 16 Jul 2026). The Sharpe ratio measures how much return the fund generates per unit of risk (volatility) taken. A Sharpe ratio above 1.0 is generally considered good — the higher the ratio, the better the risk-adjusted return.

What is the alpha of UTI Equity Savings Fund Direct-Growth?

The alpha of UTI Equity Savings Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.

What is the beta of UTI Equity Savings Fund Direct-Growth?

The beta of UTI Equity Savings Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.

What are the rolling returns of UTI Equity Savings Fund Direct-Growth?

The average 1-year and 3-year rolling returns of UTI Equity Savings Fund Direct-Growth is 10.89% and 11.88% respectively. Rolling returns show the fund's annualized return across every possible 1-year and 3-year investment window, making them a far more reliable measure of consistency than point-to-point returns, which depend heavily on the start and end date chosen.

Loading…

Metric

1 Yr Rolling Returns

3 Yr Rolling Returns

5 Yr Rolling Returns

7 Yr Rolling Returns

Analysis period

13 Sep, 2019 - 16 Jul, 2026

21 Sep, 2021 - 16 Jul, 2026

29 Sep, 2023 - 16 Jul, 2026

10 Oct, 2025 - 16 Jul, 2026

Average returns

10.89%

11.88%

11.94%

10.43%

Standard deviation

7.30%

1.45%

1.29%

0.30%

Best returns

31.74%

1 year ending on 26 Mar, 2021

16.48%

3 years ending on 05 Apr, 2023

15.70%

5 years ending on 21 Apr, 2025

10.93%

7 years ending on 04 Dec, 2025

Worst returns

-9.48%

1 year ending on 23 Mar, 2020

8.29%

3 years ending on 17 Jun, 2022

9.55%

5 years ending on 08 Jul, 2026

9.90%

7 years ending on 08 Jun, 2026

Period with positive return

95.55%

100.00%

Period with return > 5%

82.74%

100.00%

Period with return > 10%

44.42%

93.34%

90.83%

92.51%

Period with return > 15%

28.94%

2.61%

1.31%

0.00%

Beat % Category

64.47%

84.92%

100.00%

99.47%

Beat % Benchmark

38.61%

5.90%

0.44%

0.00%

Name

YTD

1 M

6 M

1 Y

3 Y

5 Y

10 Y

Since Inception

Fund

-0.34%

0.48%

-0.31%

3.98%

9.16%

9.43%

9.36%

Hybrid: Equity Savings

1.79%

1.07%

2.06%

4.53%

9.31%

8.67%

9.02%

CRISIL Equity Saving Index

-7.23%

0.66%

-5.72%

-3.42%

8.17%

9.90%

12.27%

Rank in category

Funds in category

Frequently Asked Questions

What are the 1-year returns of UTI Equity Savings Fund Direct-Growth?

What are the 3-year returns of UTI Equity Savings Fund Direct-Growth?

What are the 5-year returns of UTI Equity Savings Fund Direct-Growth?

What are the returns of UTI Equity Savings Fund Direct-Growth since inception?

How has UTI Equity Savings Fund Direct-Growth performed vs its category over the long term?

What is the Sharpe ratio of UTI Equity Savings Fund Direct-Growth?

What is the alpha of UTI Equity Savings Fund Direct-Growth?

The alpha of UTI Equity Savings Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.

What is the beta of UTI Equity Savings Fund Direct-Growth?

The beta of UTI Equity Savings Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.

What are the rolling returns of UTI Equity Savings Fund Direct-Growth?

UTI Equity Savings Fund Direct-Growth

Rolling Returns Analysis

Trailing Returns

Period Returns

Historical Performance

Compare performance with respect toAdd benchmark

Frequently Asked Questions

Rolling Returns Analysis

Trailing Returns

Period Returns

Historical Performance

Compare performance with respect toAdd benchmark

Frequently Asked Questions

Compare performance with respect to
Add benchmark

Compare performance with respect to
Add benchmark