UTI Hybrid Equity Fund Direct Fund Growth+0.38%

2
1.37%
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 Ratio1.27%
NAV166.66 (05 Aug 2020)
Fund Started01 Jan 2013
Fund Size3,600 Cr

Returns

1Y
3Y*
5Y*
Since inception*
UTI Hybrid Equity Fund Direct Fund Growth
1.4%
0.3%
4.7%
8.7%
Category Average
-9.3%
-0.1%
4.8%
-
Rank within category
31
27
18
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 1.4% annual returns

    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
    Infosys Ltd.TechnologyEquity4.8%
    HDFC Bank Ltd.FinancialEquity4.7%
    ICICI Bank Ltd.FinancialEquity4.7%
    Reliance Industries Ltd.EnergyEquity3.5%
    ITC Ltd.FMCGEquity3.4%
    Bharti Airtel Ltd.CommunicationEquity3.4%
    Housing Development Finance Corpn. Ltd.FinancialEquity3.3%
    GOISovereignGOI Sec2.9%
    Larsen & Toubro Ltd.ConstructionEquity2.8%
    GOISovereignGOI Sec2.4%
    See All

    Fund Managers

    addSunil Madhukar Patil
    Education
    Mr. Patil is MMF, Finance
    Experience
    He joined UTI AMC in October 1989. He has overall 28 years of experience in Primary Market Investment / Dealing and Fund Management.
    Funds Managed

    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 ₹3,600 Cr and the Latest NAV as of 05 Aug 2020 is ₹166.66.

    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

    Aims to invest in portfolio of equity/equity related securities and fixed income securities (debt & money market instruments) with a view to generating regular income together with capital appreciation.

    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

    Compare Funds

    UTI Hybrid Equity Fund Direct Fund Growth
    VS
    search

    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,
    Similar Funds
    Data not available