Formerly UTI Balanced Gr
₹ 211.3186
NAV (Mar 04)
Neutral
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.
Track Record
26 Years. The fund has an Extended history for analysis and the track record is excellent.
Relative Size
3,706 Cr. Category leader in size
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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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.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Very High Risk
2.01 %
Expense Ratio
Jan 02, 1995
Launched (26y ago)
₹ 3,706
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.
Returns Calculator Comparison
of
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.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Comparison with Hybrid Funds
Aggressive Hybrid
26 Years
Age
Track Record
Aggressive Hybrid
22 Years
Age
Track Record
Conservative Hybrid
17 Years
Age
Track Record
Aggressive Hybrid
20 Years
Age
Track Record
Multi Asset Allocation
20 Years
Age
Track Record
About the AMC
UTI Asset Management Company Ltd
UTI Asset Management Co Ltd manages assets worth 140,302 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 56 equity,485 debt and 34 hybrid funds.
Index Funds
Recommended
Top Ranked
₹ 3,096 Cr
Fund Size
14%
3Y returns
Index Funds
Top Ranked
₹ 3,096 Cr
Fund Size
14%
3Y returns
Index Funds
Top Ranked
₹ 3,096 Cr
Fund Size
14%
3Y returns
Short Term
Top Ranked
₹ 3,514 Cr
Fund Size
3.3%
3Y returns
Low Duration
Top Ranked
₹ 3,362 Cr
Fund Size
3.1%
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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UTI Hybrid Equity Fund (G) is a aggressive hybrid hybrid fund and has delivered an annualised return of 14.9% 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
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.
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 2021-03-04 is ₹ 211.3186. The total AUM (Asset Under Management) of the fund as of 2021-03-05 is ₹ 3705.604. The category risk of the UTI Hybrid Equity Fund (G) fund is Very High Risk. The fund charges 2.01 % as expense ratio.
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 6.45% govt stock 2029,6.19% govt stock 2034 and 7.26% govt stock 2029
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.
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) 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 5 out of 5. Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.