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
| 1 Year | 1Y | 3 Years | 3Y | 5 Years | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| 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
ICICI Bank
Infosys
St Bk of India
Larsen & Toubro
Others
Fund House Details
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
-
Hybrid | Conservative Hybrid Mutual Funds11.2%14.5%14.0%1Y3Y5Y -
-
-
-
Hybrid | Dynamic Asset Allocation or Balanced Advantage-0.6%8.4%5.9%1Y3Y5Y
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”.
