UTI Value Fund- Regular Plan - Growth Option

UTI Value Fund- Regular Plan - Growth Option is a scheme launched by UTI Mutual Fund on July 20, 2005, and falls under the Value fund category. It currently manages an AUM of Rs 9,671.76 crore. The fund permits investments with a minimum SIP of Rs 500 and a lump sum of Rs 5000. It charges an expense ratio of 1.82% for managing the portfolio.

• Investing Strategy:

  To generate capital appreciation and or income distribution by investing the funds of the scheme in equity shares and equity-related instruments.

• Performance:

  UTI Value Fund- Regular Plan - Growth Option trailing returns over different times are -1.75% (1 year), 17.57% (3 year) and 22.33% (5 year). The average annual return of this fund stands at 4.24%.