
NAV ₹16.97 as on 17 Nov 2025
RiskVery High
Fund Size₹2,637.93Cr
| NAV | ₹16.97 as on 17 Nov 2025 |
|---|---|
| Risk | Very High |
| Fund Size | ₹2,637.93Cr |
Lock-in
No Lock-in
Min One Time Amount
₹5,000
Min Withdrawal Amount
₹-
Min SIP Amount
₹500
Min Additional Amount
₹1,000
Exit Load
1.00% - If redeemed / switched out less than one year from the date of allotment. Nil - If redeemed / switched out greater than or equal to one year from the date of allotment.
Age
4 years 3 months (Since Aug 25, 2021)
Return since Launch
13.31%
Expense ratio
0.62%
Type
OPEN
AUM (Fund Size)
₹2,637.93
Risk Grade
Very High
Benchmark
Nifty 500 TRI
Name:
Vishal Chopda
Experience:
He has completed his BE from Mumbai University. He is a CFA Charter holder from The CFA Institute, USA and also holds a PGDM from MDI, Gurgaon. He joined UTI AMC in January 2011 and worked for the past 7 years as Research Analyst. He has previously worked with CARE Ratings (Credit Analysis and Research Ltd).
HDFC Bank Ltd
9.84%ICICI Bank Ltd
8.77%Infosys Ltd
5.87%LTIMindtree Ltd
3.23%Your investment will be at Very High Risk
| Rank (total assets) | #7 in India |
|---|---|
| Total AUM | ₹3,79,175.93Cr |
| Date of Incorporation | 14 Nov 2002 |
|---|
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 9.05% | 5.33% | - | 3.17% |
| Category average | 7.60% | 5.20% | 3.49% | - |
| Rank within category | 15 | 16 | 24 | - |

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