|Min SIP Amount||₹500|
|NAV||₹155.38 (13 Jul 2020)|
|Fund Started||20 Jan 1995|
|Fund Size||₹3,600 Cr|
|ICICI Bank Ltd.||Financial||Equity||4.6%|
|HDFC Bank Ltd.||Financial||Equity||4.4%|
|Bharti Airtel Ltd.||Communication||Equity||4.0%|
|Housing Development Finance Corpn. Ltd.||Financial||Equity||3.4%|
|Reliance Industries Ltd.||Energy||Equity||3.4%|
|Larsen & Toubro Ltd.||Construction||Equity||2.9%|
|National Thermal Power Corp. Ltd.||Energy||Equity||2.5%|
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 ₹3,600 Cr and the Latest NAV as of 13 Jul 2020 is ₹155.38.
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
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.
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.