UTI Equity Savings Fund
Direct · Growth ₹19.92
05 Jun 2026
NAV
11.8%
3Y CAGR
11.8%
5Y CAGR
11.1%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
4.28
Sharpe
-13.8%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.53 L | 10.7% | -21.8% | 36.1% |
| 3 Years | ₹36.00 L | ₹42.63 L | 12.0% | 5.9% | 16.5% |
| 5 Years | ₹60.00 L | ₹80.10 L | 12.0% | 8.4% | 14.5% |
| 7 Years | ₹84.00 L | ₹1.24 Cr | 11.0% | 9.7% | 11.7% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 10.7% | 9.4% |
| 3 Years | 12.0% | 9.7% |
| 5 Years | 12.0% | 9.9% |
| 7 Years | 11.0% | 9.7% |