Jama - UTI - Equity Fund.


UTI - Equity Fund.


NAV : 281.4182
(-1.913599999999974arrow_downward)
AUM : ₹10,821 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
1.59%13.43%29.27%67.25%37.86%29.71%20.07%



NAV History



Expense Ratio Trends


Fund Details

The Fund is positioned as a multi cap fund investing across the market capitalization spectrum. The Fund shall comprise of high quality businesses that have an ability to show strong growth for a long period of time and are run by seasoned managements -“Quality” companies performs across market cycles -“Quality” companies mitigate drawdown -“Quality” companies rebound faster based on the strong fundamentals of balance sheets & business models. The Fund would follow a bottom up stock selection with well defined metrics of free cash flows, capital efficiency and ability to compound earnings
NAV281.4182
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP₹1,500
Expense Ratio0.0%
Exit Load : Exit load Upto 3% of NAV


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,13,697₹1,13,481₹216
After 1 year₹1,67,250₹1,66,047₹1,204
After 3 years₹2,18,255₹2,14,192₹4,063
After 20 years₹1,81,87,099₹1,60,45,546₹21,41,553

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


START SIP    



Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


INVEST NOW

Returns assumed : 29.71% Past 3 yr Data




Fund Objective:
This Scheme primarily aims at securing for the unitholders capital appreciation by investing the funds of the scheme in equity shares and convertible and non-convertible bonds/ debentures of companies with good growth prospects and money market instruments.
Fund Manager:
Mr. Ajay Tyagi