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UTI Hybrid Equity Fund Direct Fund Growth-0.96%

15.77%
1 Year Return
Hybrid
Aggressive
2.0star
6M
1Y
3Y
5Y
All

Fund Details

UTI Hybrid Equity Fund Direct Fund Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.34%
NAV₹205.60 (22 Jan 2021)
Fund Started01 Jan 2013
Fund Size3,838 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
15.8%
4.2%
11.2%
11.2%
Category Average
15.8%
6.2%
11.7%
-
Rank Within Category
28
28
21
-
*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 15.8% returns per annum

Comparison

Data not available
Pros
Found nothing so far.
Cons
1. Risk-adjusted returns are lower compared to the category
2. 1Y Returns are lower than the category average returns
3. 3Y Returns are lower than the category average returns
4. 5Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
ICICI Bank Ltd.FinancialEquity5.8%
Infosys Ltd.TechnologyEquity5.2%
Housing Development Finance Corpn. Ltd.FinancialEquity4.4%
HDFC Bank Ltd.FinancialEquity3.9%
ITC Ltd.FMCGEquity3.8%
Larsen & Toubro Ltd.ConstructionEquity3.7%
State Bank of IndiaFinancialEquity3.5%
Bharti Airtel Ltd.CommunicationEquity2.8%
GOISovereignGOI Sec2.7%
Axis Bank Ltd.FinancialEquity2.6%
See All

Fund Managers

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

UTI Hybrid Equity Fund Direct Fund Growth 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 Growth fund.The fund currently has an Asset Under Management(AUM) of ₹3,838 Cr and the Latest NAV as of 22 Jan 2021 is ₹205.60.

The UTI Hybrid Equity Fund Direct Fund Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 1000. 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)

₹1000
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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