UTI-Hybrid Equity Fund
500
Min SIP
1,000
Min Lumpsum
1.34 %
Expense Ratio
Rating
4,440
Fund Size (in Cr)
10 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 15.2% | 24.5% | 11.2% | 12.2% | ||||
| Category Average | 13.5% | 24.3% | 13.7% | - |
Scheme Allocation
By Holding
By Sector
By Asset
HDFC Bank
ICICI Bank
Larsen & Toubro
ITC
Infosys
Others
Advance Ratio
0.62
Alpha
3.28
SD
0.68
Beta
0.58
Sharpe
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 |
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Fund 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.
Fund Managers
V Srivatsa
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Hybrid .
- Aggressive Hybrid .
-
- 22,144
-
14.1%Fund Size - 22,144
-
28.6%Fund Size - 22,144
-
15.6%Fund Size - 22,144
-
- Hybrid .
- Aggressive Hybrid .
-
- 2,820
-
15.4%Fund Size - 2,820
-
23.8%Fund Size - 2,820
-
7.1%Fund Size - 2,820
-
- Hybrid .
- Aggressive Hybrid .
-
- 3,249
-
15.1%Fund Size - 3,249
-
22.1%Fund Size - 3,249
-
11.4%Fund Size - 3,249
-
- Hybrid .
- Aggressive Hybrid .
-
- 1,374
-
13.1%Fund Size - 1,374
-
21.5%Fund Size - 1,374
-
11.3%Fund Size - 1,374
-
- Hybrid .
- Aggressive Hybrid .
-
- 3,073
-
11.2%Fund Size - 3,073
-
21%Fund Size - 3,073
-
10.4%Fund Size - 3,073
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
How to invest in UTI-Hybrid Equity Fund ?
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"
What is the NAV of UTI-Hybrid Equity Fund ?
The NAV of UTI-Hybrid Equity Fund is ₹291.4 as of 01 June 2023.
How to redeem UTI-Hybrid Equity Fund holding ?
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”.
What is the minimum sip amount of UTI-Hybrid Equity Fund?
The minimum SIP amount of UTI-Hybrid Equity Fund is ₹500
What are the top sectors UTI-Hybrid Equity Fund has invested in??
The top sectors UTI-Hybrid Equity Fund has invested in are
- HDFC Bank - 5.93%
- ICICI Bank - 5.88%
- Larsen & Toubro - 4.16%
- ITC - 4.11%
- Infosys - 3.81%
How much returns have UTI-Hybrid Equity Fund generated ?
The UTI-Hybrid Equity Fund has delivered 12.2% since inception
What is the expense ratio of UTI-Hybrid Equity Fund ?
The expense ratio of UTI-Hybrid Equity Fund is 1.34 % as of 01 June 2023.
What is the AUM of UTI-Hybrid Equity Fund?
The AUM of UTI-Hybrid Equity Fund is ₹2,23,841 Cr as of 01 June 2023
What are the top stock holdings of UTI-Hybrid Equity Fund?
The top stock holdings of UTI-Hybrid Equity Fund are
- HDFC Bank - 5.93%
- ICICI Bank - 5.88%
- Larsen & Toubro - 4.16%
- ITC - 4.11%
- Infosys - 3.81%