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UTI Hybrid Equity Fund Direct Fund IDCW-0.36%

52.56%
1 Year Return
Hybrid
Aggressive Hybrid
2.0star
6M
1Y
3Y
5Y
All

Fund Details

UTI Hybrid Equity Fund Direct Fund IDCW

RiskVery High
Min SIP Amount₹500
Expense Ratio1.37%
NAV₹33.52 (18 Jun 2021)
Fund Started01 Jan 2013
Fund Size4,017 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
52.6%
10.7%
12.1%
11.7%
Category Average
41.3%
8.1%
11.0%
-
Rank Within Category
11
27
18
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 52.6% returns per annum

Comparison

Data not available
Pros
1. 1Y Returns are higher than the category average returns
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
Cons
Found nothing so far.

Top Holdings

NameSectorInstrument% Assets
Infosys Ltd.TechnologyEquity5.9%
ICICI Bank Ltd.FinancialEquity5.5%
State Bank of IndiaFinancialEquity4.1%
Housing Development Finance Corpn. Ltd.FinancialEquity3.3%
Larsen & Toubro Ltd.ConstructionEquity3.2%
HDFC Bank Ltd.FinancialEquity3.1%
ITC Ltd.FMCGEquity2.6%
Wipro Ltd.TechnologyEquity2.6%
Axis Bank Ltd.FinancialEquity2.4%
Reliance Industries Ltd.EnergyEquity2.4%
See All

Fund Managers

V Srivatsa
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Sunil Madhukar Patil
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UTI Hybrid Equity Fund Direct Fund IDCW Details

UTI Hybrid Equity Fund Direct Fund IDCW 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 IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹4,017 Cr and the Latest NAV as of 18 Jun 2021 is ₹33.52.

The UTI Hybrid Equity Fund Direct Fund IDCW is rated Very 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

The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across the market capitalization spectrum. The fund also invests in debt and money market instruments with a view to generate regular income.

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

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About UTI Mutual Fund

Address
UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East) Mumbai 400051
Phone
022-66786666
Launch Date
01 Feb 2003
Website
NA
UTI Mutual Fund
Asset Management Company
Custodian
Stock Holding Corp. of India Ltd.
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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