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UTI Hybrid Equity Fund Regular Plan Growth-0.37%

13.39%
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 Ratio1.99%
NAV₹195.92 (25 Jan 2021)
Fund Started20 Jan 1995
Fund Size3,838 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
13.4%
3.2%
10.3%
9.5%
Category Average
13.6%
6.0%
11.5%
-
Rank Within Category
27
28
18
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 13.4% returns per annum

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
ICICI Bank Ltd.FinancialEquity5.8%
Infosys Ltd.TechnologyEquity5.2%
Housing Development Finance Corpn. Ltd.FinancialEquity4.4%
HDFC Bank Ltd.FinancialEquity3.9%
ITC Ltd.FMCGEquity3.8%
Larsen & Toubro Ltd.ConstructionEquity3.7%
State Bank of IndiaFinancialEquity3.5%
Bharti Airtel Ltd.CommunicationEquity2.8%
GOISovereignGOI Sec2.7%
Axis Bank Ltd.FinancialEquity2.6%
See All

Fund Managers

V Srivatsa
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Sunil Madhukar Patil
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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 ₹3,838 Cr and the Latest NAV as of 25 Jan 2021 is ₹195.92.

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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