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  • UTI Hybrid Equity Fund (Growth)

Formerly UTI Balanced Gr

UTI Hybrid Equity Fund (Growth)

UTI Hybrid Equity Fund (Growth)

HybridAggressive Hybrid

224.1478

NAV (Jun 18)

11.4%
5Year CAGR
Scripbox Opinion

Neutral

Click here for top ranked funds in aggressive hybrid mutual funds.

However, Scripbox does not recommend investing in aggressive hybrid mutual funds.

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 ->

Track Record

26 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

4,018 Cr. Large within the category

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Relatively moderate. The historical performance of the fund has been OK

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    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Very High Risk

2.02 %

Expense Ratio

Jan 02, 1995

Launched (26y ago)

₹ 4,018

AUM in Crores

INF789F01323

ISIN

No Lock-in

Lock-in

CRISIL Hybrid 25+75-Aggressive TR INR

Benchmark

₹ 1,000

SIP Minimum

₹ 5,000

Lumpsum Min.

Fund Managers
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Sunil Patil

Fund Manager

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V Srivatsa

Fund Manager

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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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Expert Investing Only
    Expert Investing Only
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Hybrid Funds

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aggressive Hybrid

26 Years

Age

5

Track Record

ICICI Prudential Equity & Debt Fund (G)

ICICI Prudential Equity & Debt Fund (G)

Aggressive Hybrid

22 Years

Age

5

Track Record

Sundaram Equity Hybrid Fund (G)

Sundaram Equity Hybrid Fund (G)

Aggressive Hybrid

21 Years

Age

5

Track Record

LIC MF Equity Hybrid Fund (G)

LIC MF Equity Hybrid Fund (G)

Aggressive Hybrid

22 Years

Age

5

Track Record

HDFC Hybrid Debt Fund (G)

HDFC Hybrid Debt Fund (G)

Conservative Hybrid

18 Years

Age

5

Track Record

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About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 154,508 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 59 equity,485 debt and 34 hybrid funds.

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  • tel-amc-about
    022-62278000
  • mail-amc-about
    invest@utico.in
  • UTI Nifty Index Fund (G)

    UTI Nifty Index Fund (G)

    Index Funds

    Recommended

    Top Ranked

    ₹ 4,021 Cr

    Fund Size

    14.90%

    5Year CAGR

    5Y CAGR

    UTI Nifty Index Fund Inc Dist cum Cap Wdrl (PIDCW-A)

    UTI Nifty Index Fund Inc Dist cum Cap Wdrl (PIDCW-A)

    Index Funds

    Top Ranked

    ₹ 4,021 Cr

    Fund Size

    14.90%

    5Year CAGR

    5Y CAGR

    UTI Nifty Index Fund Inc Dist cum Cap Wdrl (RIDCW-A)

    UTI Nifty Index Fund Inc Dist cum Cap Wdrl (RIDCW-A)

    Index Funds

    Top Ranked

    ₹ 4,021 Cr

    Fund Size

    14.90%

    5Year CAGR

    5Y CAGR

    UTI Liquid Cash Plan (G)

    UTI Liquid Cash Plan (G)

    Liquid

    Top Ranked

    ₹ 24,533 Cr

    Fund Size

    5.40%

    3Year CAGR

    3Y CAGR

    UTI Treasury Advantage Fund (G)

    UTI Treasury Advantage Fund (G)

    Low Duration

    Top Ranked

    ₹ 3,051 Cr

    Fund Size

    2.90%

    3Year CAGR

    3Y CAGR

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Category View

    Category View

    We check if the sub-category of the fund is recommended by us.

    Consistency Of Performance

    Consistency Of Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Quality Of Fund’s Portfolio

    Credit Quality Of Fund’s Portfolio

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    Annual reviews & rebalances

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    About UTI Hybrid Equity Fund (G)

    About UTI Hybrid Equity Fund (G)

    UTI Hybrid Equity Fund (G) is a aggressive hybrid hybrid fund and has delivered an annualised return of 15.0% over a period of 26 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

    UTI Hybrid Equity Fund (G) 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. However, there is no assurance that the objective of the scheme will be realized.

    UTI Hybrid Equity Fund (G) NAV,AUM,Risk

    The UTI Hybrid Equity Fund (G) fund was launched on Jan 02, 1995. The NAV (Net Asset Value) of this aggressive hybrid hybrid as of 2021-06-18 is ₹ 224.1478. The total AUM (Asset Under Management) of the fund as of 2021-06-21 is ₹ 4017.090. The category risk of the UTI Hybrid Equity Fund (G) fund is Very High Risk. The fund charges 2.02 % as expense ratio.

    UTI Hybrid Equity Fund (G) Holdings

    The fund’s highest allocation is towards equity and has invested 72.6% in this asset class. The top three holdings of the fund are 6.19% govt stock 2034,7.26% govt stock 2029 and 6.45% govt stock 2029

    UTI Hybrid Equity Fund (G) SIP

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    UTI Hybrid Equity Fund (G) Investment volatility and Horizon

    This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to CRISIL Hybrid 25+75-Aggressive TR INR

    UTI Hybrid Equity Fund (G) Review

    UTI Hybrid Equity Fund (G) has a score of 3 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, UTI Hybrid Equity Fund (G) has a score of 4 out of 5. Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.

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