- Mutual Funds
- UTI Mutual Fund
- UTI Hybrid Equity Fund (Growth)
Formerly UTI Balanced Gr
UTI Hybrid Equity Fund (Growth)
₹ 265.6471
NAV (Nov 25)
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.
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Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical 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
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
Returns Calculator Comparison
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for
with step up of
| Instrument | Returns | Total Corpus | Gains | Annualised % |
|---|---|---|---|---|
| Mutual Fund | 965,796 | 233,184 | 11.25% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 93,338 | 5.00% |
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
Top Stock Holdings
icici bank ltd
6.9%hdfc bank ltd
5.8%net current assets
5.8%infosys ltd
4.4%state bank of india
3.9%Allocation by Sector
financial services
26%technology
11%consumer cyclical
7.4%industrials
7.4%consumer defensive
5%Compare UTI Hybrid Equity Fund (Growth)
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 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.
| Fund Name | Scripbox 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)?
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.