- Scheme Category:
- Hybrid Scheme >
- Equity Savings Fund
NAV: ₹ 20.0218 ↓ -0.02%
[as on 14 November, 2025]
NAV chart with SMA (Simple moving average) overlay
SMA (Simple Moving Average)
Returns
| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|
| UTI Equity Savings Fund - Direct Plan - Growth Option | 7.83% | -0.02% | 0.79% | 1.94% | 3.51% | 8.96% | 11.65% | 12.27% | 10.58% | - |
Portfolio
Asset allocation
| Equity | Debt | Realestate | Commodities | Cash & Equivalents |
|---|
| 35.36% |
57.48% (Arbitrage: 32.11%) |
3.71% |
0.00% |
3.45% |
Equity
| Name | Symbol / ISIN | Sector | Weight % | Quantity | Qty change % |
|---|
| EQ - HDFC BANK LIMITED | HDFCBANK (INE040A01034) | Banks | 4.67% | 360227 | -4.99% |
| EQ - MAHINDRA & MAHINDRA LTD. | M&M (INE101A01026) | Automobiles | 0.77% | 17043 | - |
| EQ - AXIS BANK LTD. | AXISBANK (INE238A01034) | Banks | 1.01% | 66756 | +49.72% |
| EQ - GRASIM INDUSTRIES LTD. | GRASIM (INE047A01021) | Cement & Cement Products | 1.27% | 34274 | +6.74% |
| EQ - KOTAK MAHINDRA BANK LTD. | KOTAKBANK (INE237A01028) | Banks | 0.18% | 7558 | -33.08% |
| EQ - RELIANCE INDUSTRIES LTD. | RELIANCE (INE002A01018) | Petroleum Products | 3.08% | 165561 | +55.29% |
| EQ - MARUTI SUZUKI INDIA LTD. | MARUTI (INE585B01010) | Automobiles | 0.86% | 3958 | - |
| EQ - STATE BANK OF INDIA | SBIN (INE062A01020) | Banks | 0.75% | 64006 | - |
| EQ - INFOSYS LTD. | INFY (INE009A01021) | IT - Software | 1.59% | 81291 | - |
| EQ - ICICI BANK LTD | ICICIBANK (INE090A01021) | Banks | 1.44% | 78536 | - |
| EQ - LARSEN & TOUBRO LTD. | LT (INE018A01030) | Construction | 2.09% | 41842 | +7.75% |
| EQ - TATA CONSULTANCY SERVICES LTD. | TCS (INE467B01029) | IT - Software | 1.55% | 39443 | +49.15% |
| EQ - ITC LTD. | ITC (INE154A01025) | Diversified FMCG | 1.88% | 342860 | +17.07% |
| EQ - BHARTI AIRTEL LTD. | BHARTIARTL (INE397D01024) | Telecom - Services | 1.09% | 42785 | +103.83% |
| EQ - POWER GRID CORPORATION OF INDI | POWERGRID (INE752E01010) | Power | 1.28% | 335639 | +44.40% |
| EQ - CIPLA LTD. | CIPLA (INE059A01026) | Pharmaceuticals & Biotechnology | 0.91% | 44743 | +10.89% |
| EQ - SBI LIFE INSURANCE COMPANY LTD | SBILIFE (INE123W01016) | Insurance | 0.11% | 5134 | -45.64% |
| EQ - VEDANTA LTD | VEDL (INE205A01025) | Diversified Metals | 1.28% | 202301 | +9.21% |
| EQ - NMDC LTD. | NMDC (INE584A01023) | Minerals & Mining | -0.01% | 0 | - |
| EQ - HINDALCO INDUSTRIES LTD. | HINDALCO (INE038A01020) | Non - Ferrous Metals | 0.38% | 36821 | +18.77% |
| EQ - INTERGLOBE AVIATION LTD | INDIGO (INE646L01027) | Transport Services | 0.90% | 11852 | -10.23% |
| EQ - HCL TECHNOLOGIES LTD. | HCLTECH (INE860A01027) | IT - Software | 1.10% | 58225 | - |
| EQ - HERO MOTOCORP LTD. | HEROMOTOCO (INE158A01026) | Automobiles | 1.04% | 13923 | +19.03% |
| EQ - WIPRO LIMITED | WIPRO (INE075A01022) | IT - Software | 1.02% | 313904 | - |
| EQ - INDUS TOWERS LIMITED | INDUSTOWER (INE121J01017) | Telecom - Services | 0.62% | 134362 | - |
| EQ - HDFC LIFE INSURANCE COMPANY LI | HDFCLIFE (INE795G01014) | Insurance | 0.18% | 17601 | - |
| EQ - INDUSIND BANK | INDUSINDBK (INE095A01012) | Banks | 0.89% | 88487 | - |
| EQ - NTPC LTD. | NTPC (INE733E01010) | Power | 0.84% | 180774 | +17.31% |
| EQ - BAJAJ FINSERV LTD. | BAJAJFINSV (INE918I01026) | Finance | -0.01% | 0 | - |
| EQ - EICHER MOTORS LTD | EICHERMOT (INE066A01021) | Automobiles | 0.49% | 5150 | +212.12% |
| EQ - BAJAJ FINANCE LTD. | BAJFINANCE (INE296A01032) | Finance | 0.32% | 23802 | -24.78% |
| EQ - COAL INDIA LTD. | COALINDIA (INE522F01014) | Consumable Fuels | 0.75% | 140558 | +164.74% |
| EQ - BHARAT PETROLEUM CORPN LTD. | BPCL (INE029A01011) | Petroleum Products | 0.74% | 159099 | +12.55% |
| EQ - AUROBINDO PHARMA LTD. | AUROPHARMA (INE406A01037) | Pharmaceuticals & Biotechnology | 0.70% | 47428 | +103.21% |
| EQ - LIC OF INDIA | LICI (INE0J1Y01017) | Insurance | 0.69% | 56135 | +17.13% |
| EQ - REC LTD | RECLTD (INE020B01018) | Finance | 0.68% | 134374 | - |
| EQ - SHRIRAM FINANCE LTD | SHRIRAMFIN (INE721A01047) | Finance | 0.50% | 59855 | +32.92% |
| EQ - DR REDDYS LABORATORIES LTD. | DRREDDY (INE089A01031) | Pharmaceuticals & Biotechnology | 0.48% | 28716 | -23.38% |
| EQ - TATA STEEL LTD. | TATASTEEL (INE081A01020) | Ferrous Metals | 0.45% | 193721 | - |
| EQ - BAJAJ AUTO LTD. | BAJAJ-AUTO (INE917I01010) | Automobiles | 0.13% | 1060 | - |
| EQ - HINDUSTAN UNILEVER LTD | HINDUNILVR (INE030A01027) | Diversified FMCG | 0.12% | 3575 | - |
| EQ (RTS-PP)BHARTI AIRTEL LTD | IN9397D01014 | Telecom - Services | 0.12% | 6176 | - |
| EQ - OIL & NATURAL GAS CORPORATION | ONGC (INE213A01029) | Oil | 0.10% | 31789 | -43.72% |
Debt
| Name | Rating | Weight % |
|---|
| 07.32% GSEC MAT -13/11/2030 | SOV | 9.26% |
| 7.04% GSEC MAT- 03/06/2029 | SOV | 6.56% |
| 6.01% GSEC MAT - 21/07/2030 | SOV | 5.41% |
| 7.06% GS MAT - 10/04/2028 | SOV | 2.80% |
| 6.33% GSEC MAT - 05/05/2035 | SOV | 1.34% |
Portfolio data is as on date 30 September, 2025
NAV (Net asset value) history
UTI Equity Savings Fund - Direct Plan - Growth Option - 30 days NAV history
| Date | NAV |
|---|
| 14 November, 2025 | 20.0218 |
| 13 November, 2025 | 20.0265 |
| 12 November, 2025 | 20.0129 |
| 11 November, 2025 | 19.9712 |
| 10 November, 2025 | 19.9139 |
| 7 November, 2025 | 19.8643 |
| 6 November, 2025 | 19.8582 |
| 4 November, 2025 | 19.8914 |
| 3 November, 2025 | 19.9396 |
| 31 October, 2025 | 19.9019 |
| 30 October, 2025 | 19.9335 |
| 29 October, 2025 | 19.9965 |
| 28 October, 2025 | 19.9338 |
| 27 October, 2025 | 19.9435 |
| 24 October, 2025 | 19.8654 |
| 23 October, 2025 | 19.8752 |
| 20 October, 2025 | 19.8413 |
| 17 October, 2025 | 19.7668 |
| 16 October, 2025 | 19.7515 |
| 15 October, 2025 | 19.7023 |
| 14 October, 2025 | 19.6401 |
| 13 October, 2025 | 19.6707 |
| 10 October, 2025 | 19.6839 |
| 9 October, 2025 | 19.6591 |
| 8 October, 2025 | 19.6222 |
| 7 October, 2025 | 19.6306 |
| 6 October, 2025 | 19.6139 |
| 3 October, 2025 | 19.5798 |
| 1 October, 2025 | 19.5434 |
| 30 September, 2025 | 19.4785 |
FAQ (Frequently asked questions)
What is latest/current NAV/price of UTI Equity Savings Fund - Direct Plan - Growth Option?
The latest NAV of UTI Equity Savings Fund - Direct Plan - Growth Option is 20.0218 as on 14 November, 2025.
What are YTD (year to date) returns of UTI Equity Savings Fund - Direct Plan - Growth Option?
The YTD (year to date) returns of UTI Equity Savings Fund - Direct Plan - Growth Option are 7.83% as on 14 November, 2025.
What are 1 year returns of UTI Equity Savings Fund - Direct Plan - Growth Option?
The 1 year returns of UTI Equity Savings Fund - Direct Plan - Growth Option are 8.96% as on 14 November, 2025.
What are 3 year CAGR returns of UTI Equity Savings Fund - Direct Plan - Growth Option?
The 3 year annualized returns (CAGR) of UTI Equity Savings Fund - Direct Plan - Growth Option are 11.65% as on 14 November, 2025.
What are 5 year CAGR returns of UTI Equity Savings Fund - Direct Plan - Growth Option?
The 5 year annualized returns (CAGR) of UTI Equity Savings Fund - Direct Plan - Growth Option are 12.27% as on 14 November, 2025.