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UTI Equity Savings Fund

UTI Mutual Fund Equity Savings As of 2026-06-30
Holdings
59
Well diversified
Top 10 weight
48%
Concentration
Strategy data
N/A
Not reported
Equity
68%
Asset allocation

Portfolio

23Sectors 4Large positions 19.5%Top: Banks 6.7%Cash

Market-cap allocation

Large cap56%
Mid cap6%

Asset allocation

Equity68%
Debt21%
Cash7%

Top holdings

Holdings appear once portfolio data is connected.

AI Smart summary

Portfolio read

  • 68% equity, 21% debt, 7% cash.
  • 59 disclosed positions across 23 classified equity sectors.
  • Largest equity sector is Banks at 19.5% of the portfolio.

Watchpoints

  • No threshold-based concentration or allocation warning was triggered by the available portfolio data.

Auto-generated from fund metrics. Educational only - not investment advice.

Peer comparison

Other funds in Equity Savings.

Edelweiss Equity Savings Fund149 holdings · 40% top 10
WhiteOak Capital Equity Savings Fund132 holdings · 41% top 10
ICICI Prudential Equity Savings Fund124 holdings · 46% top 10
HDFC Equity Savings Fund120 holdings · 41% top 10
SBI Equity Savings Fund115 holdings · 40% top 10
Axis Equity Savings Fund113 holdings · 57% top 10

Sector exposure

Full industry / sector breakdown aggregated from the fund's holdings.

Banks19.5%
Automobiles7.2%
Telecom - Services5.0%
Finance4.8%
IT - Software3.6%
Cement & Cement Products3.6%
Power2.9%
Realty2.7%
Construction2.4%
Pharmaceuticals & Biotechnology2.3%
Insurance2.2%
Ferrous Metals1.8%
Petroleum Products1.6%
Minerals & Mining1.2%
Other 9 sectors6.7%