UTI Hybrid Equity Fund Direct Fund Growth-1.23%

2Groww
-9.76%
1 Year Return
Hybrid
Aggressive
2.0 star
6M
1Y
3Y
5Y
All

Fund Details

UTI Hybrid Equity Fund Direct Fund Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.17%
NAV172.45 (08 Jul 2019)
Fund Started31 Dec 2012
Fund Size5,140 Cr

Returns

1Y
3Y*
5Y*
Since inception*
UTI Hybrid Equity Fund Direct Fund Growth
-9.8%
4.5%
6.7%
9.4%
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -9.8% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. 3Y Returns are higher than the benchmark
    3. 5Y Returns are higher than the benchmark
    4. 10Y Returns are higher than the benchmark
    Cons
    1. Risk is higher compared to the benchmark
    2. 1Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    ITC Ltd.Consumer GoodsEquity5.1%
    Infosys Ltd.ITEquity4.8%
    ICICI Bank Ltd. Financial ServicesEquity4.6%
    Housing Development Finance Corporation Ltd.Financial ServicesEquity4.5%
    Current AssetsCurrent AssetsCurrent Assets4.0%
    Larsen & Toubro Ltd.ConstructionEquity3.5%
    8.97 UP Power Corporation Ltd. Feb 14 2025 EnergyBond2.8%
    State Bank of IndiaFinancial ServicesEquity2.2%
    Mahindra & Mahindra Ltd.AutomobileEquity1.9%
    Sun Pharmaceuticals Industries Ltd.PharmaEquity1.8%
    See All

    Fund Managers

    addSunil Madhukar Patil
    Education
    Mr. Patil is MMF, Finance
    Experience
    He joined UTI AMC in October 1989. He has overall 28 years of experience in Primary Market Investment / Dealing and Fund Management.
    Funds Managed

    Other Details

    UTI Hybrid Equity Fund Direct Fund Growth is a Hybrid Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was introduced to investors on 31 Dec 2012. V Srivatsa is the Current Fund Manager of UTI Hybrid Equity Fund Direct Fund Growth.The fund currently has an Asset Under Management(AUM) of ₹5,140 Cr and the Latest NAV as of 08 Jul 2019 is ₹172.45.

    The UTI Hybrid Equity Fund Direct Fund Growth is rated Moderately High risk. Minimum SIP Investment is 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

    Aims to invest in portfolio of equity/equity related securities and fixed income securities (debt & money market instruments) with a view to generating regular income together with capital appreciation.

    Tax Implications

    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
    31 Jan 2003
    Website
    NA
    UTI Mutual Fund
    Asset Management Company
    Custodian
    Stock Holding Corp. of India Ltd.
    Registrar & Transfer Agent
    Karvy
    Address
    NA
    Invest Now
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