UTI Hybrid Equity Fund Direct Fund Dividend is a Hybrid Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 01 Jan 2013. V Srivatsa is the Current Fund Manager of UTI Hybrid Equity Fund Direct Fund Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹3,511 Cr and the Latest NAV as of 02 Jun 2020 is ₹22.93.
The UTI Hybrid Equity Fund Direct Fund Dividend is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if units in excess of 10% are redeemed or switched-out within 12 months
Investment Objective
Aims to invest in portfolio of equity/equity related securities and fixed income securities (debt & money market instruments) with a view to generating regular income together with capital appreciation.
Tax Implications
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Scheme Information Document(SID)
₹5000
Min for First Investment
₹1000
Min for Second Investment
Exit load of 1% if units in excess of 10% are redeemed or switched-out within 12 months
Exit Load