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.
No single fund can achieve what a plan can. Learn why
Historical NAV
₹ 249.4025
NAV (Sep 23)
Fund Returns
Last 1Y
55.7%
Last 3Y
13.8%
Last 5Y
11.7%
Last 10Y
12.9%
Since Inception
15.3%
6 Month CAGR
20.6%
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.
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.
UTI Asset Management Co Ltd manages assets worth 174,991 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.
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?
Recommended
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.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Sub-asset Class View
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Fund 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
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
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 15.3% 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 fund as of 2021-09-23 is ₹249.40. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹4148. 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 75% in this asset class. The top three holdings of the fund are , icici bank ltd , hdfc bank ltd , infosys ltd , housing development finance corp ltd , state bank of india , larsen & toubro ltd , bharti airtel ltd , itc ltd , net current assets , axis bank ltd , reliance industries ltd , 6.19% govt stock 2034 , hcl technologies ltd , 7.26% govt stock 2029 , wipro ltd , 6.45% govt stock 2029 , ambuja cements ltd , tata steel ltd , govt stock , 06.45 br sdl 2027 , food corporation of india , mahindra & mahindra ltd , invit powergrid infrastructure investment trust , canara bank , 06.99 mp sdl 2024 , tata motors ltd class a , hindalco industries ltd , 8.10% west bengal sdl 2025 , fortis healthcare ltd , indiabulls housing finance limited , ajanta pharma ltd , bajaj auto ltd , cholamandalam financial holdings ltd , radico khaitan ltd , ghcl ltd , cummins india ltd , s.p. apparels ltd , bharat electronics ltd , cipla ltd , sun pharmaceuticals industries ltd , aurobindo pharma ltd , motherson sumi systems ltd , dr reddy's laboratories ltd , cesc ltd , gujarat state petronet ltd , jorabat shillong expressway limited , the federal bank ltd , techno electric & engineering co ltd , pnc infratech ltd , icici prudential life insurance company limited , eris lifesciences ltd registered shs , emami ltd , tata power co ltd , prince pipes and fittings ltd ordinary shares , oberoi realty ltd , max financial services ltd , housing development finance corporation limited , sundaram home finance limited , union bank of india , hindustan petroleum corporation limited , shriram transport finance company limited , 5.63% govt stock 2026 , power finance corporation ltd. , indian railway finance corporation limited , power finance corporation limited , schaeffler india ltd , torrent power ltd , oracle financial services software ltd , dalmia bharat ltd , hindustan petroleum corp ltd , carborundum universal ltd , bharat petroleum corp ltd , tata motors finance limited , 06.46 wb sdl 2030 , firstsource solutions ltd , advanced enzyme technologies ltd , phoenix mills ltd , ashok leyland ltd , k.p.r. mill ltd , 8.33% telangana sdl 2025 , coromandel international ltd , rbl bank ltd , bharat forge ltd , avanti feeds ltd , first business receivables trust , first business receivables trust , mphasis ltd , g r infraprojects ltd , uti gilt reg idcw-p , ecl finance limited
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.
