| NAV: 01 Jul 2022 | ₹33.00 |
| Min. SIP amount | ₹500 |
| Rating | 3 |
| Fund size | ₹4,183.80Cr |
Returns and rankings
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 4.2% | 12.2% | 9.0% | 11.4% |
| Category average | 42.2% | 12.7% | 12.2% | NA |
| Rank with in category | 9 | 10 | 19 | NA |
Holdings (89)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 6.1% |
| HDFC Bank Ltd. | Financial | Equity | 5.6% |
| ITC Ltd. | Consumer Staples | Equity | 4.2% |
| State Bank of India | Financial | Equity | 4.1% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 3.6% |
| Infosys Ltd. | Technology | Equity | 3.5% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.4% |
| Axis Bank Ltd. | Financial | Equity | 2.8% |
| Bharti Airtel Ltd. | Communication | Equity | 2.4% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 2.0% |
Expense ratio, exit load and tax
Expense ratio: 1.46%
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.
Minimum investment amounts
| Min. for 1st investment | ₹5,000 |
| Min. for 2nd investment onwards | ₹1,000 |
| Min. for SIP | ₹500 |
Fund management
V SrivatsaJan 2013 - PresentView details
Sunil Madhukar PatilFeb 2018 - PresentView details
Fund house & investment objective
Fund house contact details
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FAQs
How to Invest in UTI Hybrid Equity Fund Direct Fund IDCW?
You can easily invest in UTI Hybrid Equity Fund Direct Fund IDCW in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:
- Log on to your Groww account
- Search for UTI Hybrid Equity Fund Direct Fund IDCW from the search box
- In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
- Once you are done with that, you can start investing in UTI Hybrid Equity Fund Direct Fund IDCW as SIP or lumpsum as per your investment objective and risk tolerance
What kind of returns does UTI Hybrid Equity Fund Direct Fund IDCW provide?
The UTI Hybrid Equity Fund Direct Fund IDCW has been there from 01 Jan 2013 and the average annual returns provided by this fund is 4.15% since its inception.
How much expense ratio is charged by UTI Hybrid Equity Fund Direct Fund IDCW?
The term
Expense Ratio used for UTI Hybrid Equity Fund Direct Fund IDCW or any other mutual fund is the annual
charges one needs to pay to the Mutual Fund company for managing your investments in that fund.
The Expense Ratio of UTI Hybrid Equity Fund Direct Fund IDCW is 1.46% as of 02 Jul 2022...
What is the AUM of UTI Hybrid Equity Fund Direct Fund IDCW?
The AUM, short for Assets Under Management of UTI Hybrid Equity Fund Direct Fund IDCW is ₹4,183.80Cr as of 02 Jul 2022.
How to Redeem UTI Hybrid Equity Fund Direct Fund IDCW?
If you want to sell your UTI Hybrid Equity Fund Direct Fund IDCW holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.
Can I invest in SIP and Lump Sum of UTI Hybrid Equity Fund Direct Fund IDCW?
What is the NAV of UTI Hybrid Equity Fund Direct Fund IDCW?
The NAV of UTI Hybrid Equity Fund Direct Fund IDCW is ₹33.00 as of 01 Jul 2022.
