• Mutual Funds
  • UTI Mutual Fund
  • UTI Hybrid Equity Fund (Growth)

Formerly UTI Balanced Gr

UTI Mutual Fund

UTI Hybrid Equity Fund (Growth)

HybridAggressive Hybrid

265.6471

NAV (Nov 25)

9.2%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in aggressive hybrid mutual funds.

Aggressive hybrid funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.

Aggressive hybrid funds are primarily equity funds with 20-35% invested in debt.

This makes their performance difficult to assess.

With a high Equity component, the impact of market fluctuations on these funds is also high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Good

The performance of the fund on a Fund Size metric has been Good

Outperformance Consistency

Satisfactory

The performance of the fund on a Outperformance Consistency metric has been Satisfactory

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

265.6471

NAV (Nov 25)

Fund Returns

Last 1Y

5.3%

Last 3Y

16.7%

Last 5Y

9.2%

Last 10Y

12.2%

Since Inception

14.9%

6 Month CAGR

13.5%

Scheme Information

Investment 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.

Expense Ratio

1.94

Launched (27y ago)

Jan 02, 1995

AUM in Crores

4478.465

ISIN

INF789F01323

Lock-in

No Lock-in

Benchmark

CRISIL Hybrid 35+65 - Agg TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

18.1

Standard Deviation (5yr)

15.4

Beta (3yr)

1.2

Beta (5yr)

1.17

Sharpe Ratio (3yr)

0.722

Sharpe Ratio (5yr)

0.323

YTM

7.51

Fund Managers

V Srivatsa

Fund Manager

Sunil Patil

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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 before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2022-11-25

Top Stock Holdings

icici bank ltd

6.9%
6.9%

hdfc bank ltd

5.8%
5.8%

net current assets

5.8%
5.8%

infosys ltd

4.4%
4.4%

state bank of india

3.9%
3.9%
See all holdings

Allocation by Sector

financial services

26%
26%

technology

11%
11%

consumer cyclical

7.4%
7.4%

industrials

7.4%
7.4%

consumer defensive

5%
5%
See all sectors

Compare UTI Hybrid Equity Fund (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 21,109 cr

₹ 3,307 cr

₹ 761 cr

₹ 428 cr

₹ 406 cr

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 190,891 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 60 equity,488 debt and 31 hybrid funds.

amc-img

  • 022-62278000
  • invest@utico.in
  • Fund NameScripbox Opinion
    Till Date CAGR

    4%

    6.8%

    16.2%

    11.7%

    17.3%

    14.6%

    3.9%

    6.7%

    16.4%

    15.7%

    UTI Hybrid Equity Fund (G) Review

    UTI Hybrid Equity Fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 14.9% over a period of 27 years. The fund was previously known as UTI Balanced Gr. The fund is managed by UTI Asset Management Co Ltd. The fund managers are Sunil Patil, V Srivatsa.

    Nav of UTI Hybrid Equity Fund (G) as of 11/25/2022 is ₹265.65 with the total AUM as of 11/26/2022 is ₹4478.465. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Hybrid Equity Fund (G) was launched on Jan 02, 1995. The category risk of the fund is Very High Risk.

    The minimum SIP amount for UTI Hybrid Equity Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Frequently Asked Questions

    What is UTI Hybrid Equity Fund (G)?

    UTI Hybrid Equity Fund (G) is a Aggressive Hybrid Hybrid scheme predominantly investing across Hybrid stocks with an investment objective to generate wealth over the long term.

    How to invest in UTI Hybrid Equity Fund (G)?

    You can invest in UTI Hybrid Equity Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of UTI Hybrid Equity Fund (G)?

    The minimum sip amount for UTI Hybrid Equity Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is UTI Hybrid Equity Fund (G) good to invest in?

    As per Scripbox experts, UTI Hybrid Equity Fund (G) is a Neutral fund. You can investUTI Hybrid Equity Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the UTI Hybrid Equity Fund (G)?

    The expense ratio of the UTI Hybrid Equity Fund (G) is 1.94% for regular plan.