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UTI Hybrid Equity Fund Direct Fund IDCW

Hybrid
Aggressive Hybrid
Very High Risk
Payout
15.56%
3Y annualised
-2.08% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 24 Jan 2022₹35.79
Min. SIP amount₹500
Rating3
Fund size₹4,339.69Cr

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns26.0%15.6%12.3%12.6%
Category average42.2%12.7%12.2%NA
Rank with in category72321NA
Understand terms

Holdings (91)

NameSectorInstrumentAssets
FinancialEquity5.4%
FinancialEquity5.1%
TechnologyEquity4.2%
FinancialEquity3.8%
ConstructionEquity3.8%
FinancialEquity3.7%
FMCGEquity3.4%
CommunicationEquity2.5%
Tamilnadu State
OthersSDL2.3%
Reserve Bank of India
FinancialT-Bills2.3%
See All

Pros and cons

Category: Hybrid Aggressive Hybrid

Pros

3Y and 5Y annualised returns higher than category average
Lower expense ratio: 1.42%

Cons

1Y annualised returns lower than category average by 14.23%

Expense ratio, exit load and tax

Expense ratio: 1.42%

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 terms
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
Sunil Madhukar Patil
Feb 2018 - Present
View details

Fund house & investment objective

Fund house contact details

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