UTI Hybrid Equity Fund (Growth)
Formerly UTI Balanced GrReturns (5yrs)
4.09 %Latest NAV
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Fund Information
UTI Asset Management Company Ltd
- Launch Date: 01/02/1995
- https://www.utiwms.com
- +91-22-6678 6666
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
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Sunil Patil
V Srivatsa
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Expense Ratio1.91
BenchmarkCRISIL Hybrid 25+75-Aggressive TR INR
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AUM₹ 3599.75 Crores
ISININF789F01323
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Category Risk:
Moderately High risk
Holding Information
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Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.
Transaction
Minimum SIP Amount
₹ 1000Minimum Lumpsum Amount
₹ 5000Lumpsum Multiple
₹ 100SIP Multiple
₹ 100About the Fund
UTI Hybrid Equity Fund Regular Plan Growth is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 4.09% over a period of 5 years. The fund is managed by UTI Asset Management Company Ltd. The fund managers names are Sunil Patil, V Srivatsa. 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. The fund charges 1.91000%. The minimum SIP amount for this is ₹1000. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000.Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.
Long Term Wealth
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5+ yearsRecommended
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12-14%Returns
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No lock-in
