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UTI Hybrid Equity Fund Direct Fund IDCW

Hybrid
Aggressive Hybrid
Very High Risk
60.69%
1Y return
+0.14% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 24 Sep 2021₹36.78
Min. SIP amount₹500
Rating3star
Fund size₹4,148.00 Cr

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns60.7%15.3%12.5%13.2%
Category average42.2%12.7%12.2%NA
Rank with in category83121NA
Understand termsinfo

Holdings (85)

NameSectorInstrumentAssets
FinancialEquity5.6%
FinancialEquity5.5%
TechnologyEquity5.2%
FinancialEquity4.0%
State Bank of India
FinancialEquity3.8%
ConstructionEquity3.4%
CommunicationEquity3.3%
FMCGEquity3.0%
FinancialEquity2.5%
EnergyEquity2.3%
See All

Expense ratio, exit load and tax

Expense ratio: 1.37%

Inclusive of GST

Exit load

Exit load of 1% if units in excess of 10% are redeemed or switched-out within 12 months

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

V Srivatsa
Jan 2013 - Present
View details
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Sunil Madhukar Patil
Feb 2018 - Present
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Fund house & investment objective

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Fund house contact details

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