Groww Logo
Home>Mutual Funds>UTI Mutual Fund>UTI Hybrid Equity Fund Regular Plan IDCW

UTI Hybrid Equity Fund Regular Plan IDCW

Hybrid
Aggressive Hybrid
Very High Risk
Payout
14.76%
3Y annualised
-2.08% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 24 Jan 2022₹33.41
Min. SIP amountNA
Rating3
Fund size₹4,339.69Cr

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns25.2%14.8%11.5%14.9%
Category average42.2%12.7%12.2%NA
Rank with in category72118NA
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

Expense ratio, exit load and tax

Expense ratio: 2.09%

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 investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

V Srivatsa
Sep 2009 - Present
View details
Sunil Madhukar Patil
Feb 2018 - Present
View details

Fund house & investment objective

Fund house contact details

Compare funds

UTI Hybrid Equity Fund Regular Plan IDCW
VS
Add mutual fund to compare

FAQs

How to Invest in UTI Hybrid Equity Fund Regular Plan IDCW
What kind of returns does UTI Hybrid Equity Fund Regular Plan IDCW provide?
How much expense ratio is charged by UTI Hybrid Equity Fund Regular Plan IDCW?
What is the AUM of UTI Hybrid Equity Fund Regular Plan IDCW?
How to Redeem UTI Hybrid Equity Fund Regular Plan IDCW?
Can I invest in SIP and Lump Sum of UTI Hybrid Equity Fund Regular Plan IDCW?
What is the NAV of UTI Hybrid Equity Fund Regular Plan IDCW?
What is the PE and PB ratio of UTI Hybrid Equity Fund Regular Plan IDCW?
Loading...
ⓒ 2016-2022 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 2.1.5
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES:  ICICI PRUDENTIAL |  HDFC |  NIPPON INDIA |  ADITYA BIRLA SUN LIFE |  SBI |  UTI |  FRANKLIN TEMPLETON |  KOTAK MAHINDRA |  IDFC |  DSP |  AXIS |  TATA |  L&T |  SUNDARAM |  PGIM |  INVESCO |  LIC |  JM FINANCIAL |  BARODA PIONEER |  CANARA ROBECO |  HSBC |  IDBI |  INDIABULLS |  MOTILAL OSWAL |  BNP PARIBAS |  MIRAE ASSET |  PRINCIPAL |  BOI AXA |  UNION KBC |  TAURUS |  EDELWEISS |  NAVI |  MAHINDRA |  QUANTUM |  PPFAS |  IIFL |  Quant |  SHRIRAM |  SAHARA |  ITI