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UTI Equity Fund-Dividend

Ranked 143 out of 307 in - India over 36 months
All calculations are in INR unless stated

Managed by

Ajay Tyagi

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. The asset allocation will be:-Equity and equity related instruments at least 80% -Debt and Money Market Instruments Upto 20%.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

India over : 31/10/2015 - 31/10/2018
  • Rank 143/307 Total Return
  • Rank 120/307 Standard Deviation
  • Rank 153/307 Max Drawdown
Fund Name Currency Loss
151 OP-Intia A INR

-14.6%

152 Kotak Tax Saver Scheme-Growth INR

-14.6%

153 UTI Equity Fund-Dividend INR

-14.7%

154 Baroda Pioneer Multi Cap Fund-A-Growth INR

-14.7%

154 SBI Magnum Global Fund-Dividend INR

-14.7%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -2.2% 7.8% -3.0%
2017 30.1% 13.4% 3.2% 3.1% 7.9%
2016 1.1% -3.3% 7.9% 5.4% -8.0%
2015 0.9% 4.0% -1.3% -1.1% -0.6%
2014 46.8% 6.5% 18.6% 8.1% 7.5%
2013 7.6% -5.9% 3.4% -0.7% 11.3%
2012 32.2% 15.1% 0.7% 8.5% 5.2%
2011 -19.1% -5.4% -0.7% -8.3% -6.2%
2010 20.4% -0.8% 4.3% 13.1% 2.9%
2009 85.1% 0.7% 35.7% 25.4% 8.0%
2008 -45.4% -20.5% -12.2% -2.0% -20.2%
2007 47.0% -5.8% 13.9% 14.0% 20.1%
2006 23.1% 21.1% -17.4% 16.3% 5.8%
2005 40.2% 0.1% 5.7% 22.0% 8.6%
2004 22.3% -5.1% -10.8% 18.8% 21.6%
2003 100.7% -10.5% 25.4% 30.4% 37.1%
2002 17.1% 13.1% 2.5% -9.4% 11.5%
2001 -22.3% -13.0% -6.3% -18.2% 16.5%
2000 -21.5% -6.8% -5.5% -12.2% 1.5%
1999 52.4% 12.6% 12.2% 16.2% 3.9%
1998 -15.4% 4.4% -12.8% -7.4% 0.3%
1997 7.1% -2.1% -6.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. India

Fund Info

  • Launch date01/01/1997
  • Share Class size00Mn
  • Base currencyINR
  • ISIN INF189A01053

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment500

Charges

  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in INR).