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UTI Hybrid Equity Fund (Growth)

Formerly UTI Balanced Gr
Returns (5yrs)
4.09 %
Latest NAV
160.96

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  • Tenure
  • Returns %
  • Step Up %
Total Investment
Wealth Gained
Total Corpus Created
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Long Term Wealth
Inflation Beating Returns

Fund Information

as on 8th of August, 06:50 PM

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

  • profile-pic
    Sunil Patil
    profile-pic
    V Srivatsa
  • expense-ratio
    Expense Ratio
    1.91
    benchmark
    Benchmark
    CRISIL Hybrid 25+75-Aggressive TR INR
  • Aum image
    AUM
    ₹ 3599.75 Crores
    ISIN
    ISIN
    INF789F01323
  • Category Risk:

    Moderately High risk

Holding Information

as on 8th of August, 06:50 PM

Top Holding

Infosys Ltd
5%
Hdfc Bank Ltd
5%
Icici Bank Ltd
5%
Reliance Industries Ltd
3%
Itc Ltd
3%

Top Sectors

Financial Services
20%
Technology
8%
Healthcare
7%
Utilities
6%
Basic Materials
6%

Allocation

Equity
74%
Debt
23%
Others
3%

Investment Return Calculator

as on 8th of August, 06:50 PM
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  • Mutual Fund(Equity)

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

as on 8th of August, 06:50 PM
Minimum SIP Amount
1000
Minimum Lumpsum Amount
5000
Lumpsum Multiple
100
SIP Multiple
100

About 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.