UTI-Hybrid Equity Fund

Hybrid | Aggressive Hybrid Mutual Funds
 | 3
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹500 ₹1,000 1.34 % 3★ ₹4,416 10 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹500 ₹1,000 1.34 %
Min SIP Min Lumpsum Expense Ratio
3★ ₹4,416 Cr 10 Years
Rating Fund Size Fund Age

Scheme Objective

The primary objective of the scheme is 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. However, there is no assurance or guarantee that the investment objective of the Scheme would be achieved.

Scheme Performance

Returns and Ranks ( as on 30 January 2023 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns 5.2% 16.0% 8.7% 11.9%
Category Average 3.9% 14.6% 11.9% -

Scheme Allocation

Holding
Sector
Asset
HDFC Bank
6.42%
ICICI Bank
5.9%
Infosys
4.38%
St Bk of India
3.92%
Larsen & Toubro
3.79%
Others
75.59%
Debt
24.73%
Banks
20.59%
Construction & Others
5.19%
Automobiles
4.15%
Finance
2.74%
Others
42.6%
Equity
73.01%
Govt Securities / Sovereign
12.56%
Non Convertable Debenture
11.39%
Net Curr Ass/Net Receivables
2.19%
Certificate of Deposit
0.55%
Others
0.3%

Fund House Details

UTI Mutual Fund

UTI-Hybrid Equity Fund

Fund Manager
V Srivatsa

Exit Load

Exit Load Redemption / Switch out within 12 months from the dats of allotment - i) upto 10% of the allotted Units - NIL ii) beyond 10% of the allotted Units - 1.00% Redemption / Switch out after 12 months from the date of allotment - NIL

Advance Ratio

0 0.8 0.68 0.03
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

AMC Contact Details

UTI Mutual Fund
AUM:
2,23,841 Cr
Address:
UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East), Mumbai 400 051
Contact:
66786666
Email ID:
service@uti.co.in

Frequently Asked Questions

You can invest in UTI-Hybrid Equity Fund in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for UTI-Hybrid Equity Fund in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
The UTI-Hybrid Equity Fund has delivered 11.9% since inception
The NAV of UTI-Hybrid Equity Fund is ₹274.8 as of 30 January 2023.
The expense ratio of UTI-Hybrid Equity Fund is 1.34 % as of 30 January 2023.
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
Invest Now