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UTI Hybrid Equity Fund Regular Plan Growth

Hybrid
Aggressive Hybrid
Very High Risk
48.38%
1Y return
-0.05% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 05 Aug 2021₹237.48
Min. SIP Amount₹500
Rating3star
Fund Size₹4,046.04 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns48.4%11.5%11.1%15.0%
Category average42.2%12.7%12.2%NA
Rank with in category81918NA
Understand termsinfo

Holdings (89)

NameSectorInstrumentAssets
Infosys Ltd.TechnologyEquity6.1%
ICICI Bank Ltd.FinancialEquity5.2%
HDFC Bank Ltd.FinancialEquity4.8%
State Bank of India
FinancialEquity4.0%
Larsen & Toubro Ltd.ConstructionEquity3.1%
Housing Development Finance Corpn. Ltd.FinancialEquity3.1%
Bharti Airtel Ltd.CommunicationEquity2.5%
ITC Ltd.FMCGEquity2.4%
Axis Bank Ltd.FinancialEquity2.4%
Reliance Industries Ltd.EnergyEquity2.4%
See All

Pros and cons

Category: Hybrid Aggressive Hybrid

Pros

  • Age is more than 10 years
  • 1Y Returns are higher than the category average returns

Cons

  • Higher expense ratio - 2.05%
  • 3Y Returns are lower than the category average returns
  • 5Y Returns are lower than the category average returns
  • 10Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 2.05%

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 termsinfo

Minimum investment amounts

Min. for 1st investment₹1,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

V Srivatsa
Sep 2009 - Present
View Details
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Sunil Madhukar Patil
Feb 2018 - Present
View Details
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Fund house & investment objective

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Fund house contact details

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