UTI Hybrid Equity Fund Regular Plan Growth+0.50%

4.09%
1 Year Return
Hybrid
Aggressive
2.0star
6M
1Y
3Y
5Y
All

Fund Details

UTI Hybrid Equity Fund Regular Plan Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.02%
NAV167.73 (23 Oct 2020)
Fund Started20 Jan 1995
Fund Size3,623 Cr

Returns

1Y
3Y*
5Y*
Since inception*
UTI Hybrid Equity Fund Regular Plan Growth
4.1%
0.4%
5.4%
13.9%
Category Average
3.8%
3.1%
6.8%
-
Rank within category
20
29
19
-
*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 4.1% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Age is more than 10 years
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Risk is higher compared to the benchmark
    3. Higher expense ratio
    4. 1Y Returns are lower than the benchmark
    5. 3Y Returns are lower than the benchmark
    6. 5Y Returns are lower than the benchmark
    7. Risk-adjusted returns are lower compared to the category
    8. Higher expense ratio - 2.02%
    9. 1Y Returns are lower than the category average returns
    10. 3Y Returns are lower than the category average returns
    11. 5Y Returns are lower than the category average returns
    12. 10Y Returns are lower than the category average returns

    Top Holdings

    NameSectorInstrument% Assets
    Infosys Ltd.TechnologyEquity5.8%
    ICICI Bank Ltd.FinancialEquity4.4%
    HDFC Bank Ltd.FinancialEquity4.3%
    Reliance Industries Ltd.EnergyEquity3.8%
    GOISovereignGOI Sec2.8%
    ITC Ltd.FMCGEquity2.8%
    Bharti Airtel Ltd.CommunicationEquity2.8%
    Larsen & Toubro Ltd.ConstructionEquity2.6%
    State Bank of IndiaFinancialEquity2.5%
    Axis Bank Ltd.FinancialEquity2.4%
    See All

    Fund Managers

    addV Srivatsa
    Education
    Mr. Srivatsa is a B.Com (H), Chartered Accountant, CWA. and PGDM from IIM Indore.
    Experience
    Prior to joining UTI in 2002 he has worked with Ford, Rhodes Parks & Co., Chartered Accountants and Madras Cements Ltd.
    Funds Managed
    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 Regular Plan Growth Details

    UTI Hybrid Equity Fund Regular Plan Growth is a Hybrid Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 20 Jan 1995. V Srivatsa is the Current Fund Manager of UTI Hybrid Equity Fund Regular Plan Growth fund.The fund currently has an Asset Under Management(AUM) of ₹3,623 Cr and the Latest NAV as of 23 Oct 2020 is ₹167.73.

    The UTI Hybrid Equity Fund Regular Plan 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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